Schedulers Details

In the Schedulers menu the Backoffice displays a table with the columns:

• Name given to the email submission;
• Questions, if the e-mail has questions associated, you can check if there is a shaded icon;
• Promotional code, if the e-mail has a promotional code, you can check if there is a shaded icon;
• E-mail template, you can access in this column the name of the associated e-mail
• Sending option, to check when the e-mail will be sent;
• State, if the e-mail is online and being sent, the state is active. When it is offline the state is inactive,

In the “Options” column the system presents a series of possibilities:

• In the pencil, you can edit the scheduler;
• In the letteryou can select and send a test e-mail before the scheduler is put online.

To send the test e-mail you just need to put in the box that is displayed the e-mail, first and last name and the country code and culture code. These last two are the acronyms of the language you want to test (PT – Portuguese; EN English…)

• The green button allows you to see how the e-mail will be sent;
• The blue button allows you to verify, in the e-mails with associated questionnaires, the questionnaire itself. Here you can check if there is any missing information and edit the scheduler before going online;
• The yellow button allows you to deactivate/activate the email scheduler. The scheduler stays as inactive and you can activate it whenever you wish, as happens, for example, in the rooms,
• The red button allows you to delete the scheduler from the system.

To create a new e-mail to be sent, you should select the “+Add Scheduler” in the lower right corner. The system will display the editing page for sending e-mails.

1. First you should put the name of the email sending, followed by the sending option. In the sending option you select when you want the email to be triggered:

• Before Check in;
• Before Check out;
• After the reservation has been made;
• After check-in;
• After check-out;
• On Anniversary,
• After cancellation

After selecting the sending option, you must put what time from check-in (when related to check-in) or according to check-out, the email should be sent.

For example, if you want to send an email before check-out, if you put 2 hours, the system will send 2 hours before the time parameterized as check-out in the menu Hotel > Info.

In step 2, if it is an e-mail after check-out, enter the questions you want online. In the other emails you must select “next”.

To add the questions to the survey, select in this step “I want to add questions to my survey”. The system will present you with the already created categories as well as the questions.

Here in the desired order select the category followed by the question and repeat the process until you have all questions aggregated in this area.

3. You can add promotional codes to the email that will be sent to your guests. To add it, select “I want to offer a promocode after the survey is filled”.

In this field you choose the promo code that will be sent and associate a personalized message.

4. e-GDS Survey also allows you to modify messagesalready created by the system in this menu.

If you wish, you can write an introduction message in the first field before the guest starts the survey, in all languages, and you can also customize the success message after the answer is submitted.

5. The last step is a summary of what you have selected in the last 4 steps so that you can see if the submission will have all the necessary components