How to automatically send a promo voucher after a booking has taken place

If you have previously set up activity messages in your system settings you can skip to part 2 of this article. If you have never set up the use of automatic emails being sent to customers following completion of their attendance for a particular activity, you will need to read these instructions in full. 

Part 1

1. Go to Settings > Messaging. 

2. Tick the Booking complete message.

3. Set this message to Yes for Send e-mail and/or Send copy-email by using the Actions drop-box at the bottom of the page. 

4. Click Apply and then click Update settings.

5. Following this, you will need to create the activity message itself. Go to Settings > Messaging > Activity Messages > Add an activity message. If this option does not appear go to Settings > Feature choices > tick Dashboard - Settings - Messaging - Activity messages.

 

Part 2

1. Enter a subject and edit the text of both the HTML and plain text message boxes. To add the promo voucher code click the Tools heading at the top of each box and select Campaign name.

2. You will then need to enter the name of your promo voucher (which can be found by going to Settings > Financial > Promo vouchers) inbetween the $ symbols. Note: The name of your voucher needs to be a single word with no spaces. 

3. You will also need to configure the following settings:

Scheduled time - choose when the message is sent following the start of the session.
Activity - this message will only be sent to bookings for this activity.
Send to - the message will be sent to the attendees or the customer who made the booking.

4. Set the Live box to Yes.

5. Click Update activity message. 

Note: Activity messages will only be sent to customers or attendees who have agreed to recieve marketing information from your company.