Softrip Automation based on User Actions
- Oz Akman
Automating Processes with Softrip: Enhancing Efficiency and Productivity
In the dynamic world of travel and hospitality, efficiency and accuracy are paramount. Managing various aspects of travel operations, from reservation creation to itinerary updates, demands a robust system capable of handling diverse tasks seamlessly.
One of the core strengths of Softrip lies in its ability to automate a wide range of processes, saving time and resources while minimizing errors. Let’s delve into some of the key automations handled by Softrip:
Custom Product Management:
EVT-CUSTPROD-NEW: Automatically creates a memo or adds to a specific queue to notify guests via email when a new custom product is created, facilitating prompt action and ensuring no opportunity is missed.
EVT-CUSTPROD-OPS: Triggers a memo creation or queue addition to notify guests via email when a custom product transitions to the Active or Internal status, enabling efficient management of the product lifecycle.
EVT-CUSTPROD-SETACTIVE: Generates a memo or adds to a specific queue to notify guests via email when setting a custom product to the Active status, ensuring smooth transitions and timely actions specific to active status only.
EVT-CUSTPROD-SETINTERNAL: Creates a memo or adds to a specific queue to notify guests via email when setting a custom product to Internal status, streamlining processes and actions specific to internal status only.
EVT-CUSTPROD-SETPENDING: Initiates memo creation or queue addition to notify guests via email when setting a custom product to Pending status, ensuring systematic handling of pending statuses.
Reservation Handling:
EVT-NEWRESEMAIL: Sends new reservation emails to the designated queues, ensuring timely communication with customers and stakeholders.
EVT-RES-ADDAIR: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email to notify guests Air is added to the reservation.
EVT-RES-ADDINS: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email when insurance is added, ensuring compliance with policies and optimizing insurance management.
EVT-RES-DELETEAIR: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email when air is deleted from a reservation, maintaining data integrity and updating reservation records accurately.
EVT-RES-FINALPAY: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email upon receiving final payments, facilitating financial reconciliation and ensuring smooth transaction processing.
EVT-RES-FINALPAYEXTERNAL: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email once a guest makes the final payment on the reservation, ensuring seamless payment processing and completion of transactions.
EVT-RES-NEW: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email when a new reservation is created, enabling efficient handling of new bookings and timely customer communication.
EVT-RES-NONFIRSTPAY: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email when a payment is received that is not the first payment on the reservation by any user, ensuring accurate payment tracking and financial management.
EVT-RES-PAY: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email when payments are received, streamlining payment processing and enhancing financial efficiency.
EVT-RES-PAYEXTERNAL: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email once a payment received directly from consumers, streamlining payment processing and enhancing customer satisfaction.
EVT-RES-UPDATE: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email when a reservation is updated, ensuring that all stakeholders are informed of changes and updates promptly.
EVT-SAVEDITIN-NEW: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email when a reservation is created in “Saved Itinerary (Option) booking status, enabling efficient itinerary management and organization.
EVT-SCHCHG: Triggers a memo for a specific user with a pre-determined text or add reservation to a specific queue to notify guests via email regarding their flight changes by leveraging GDS connections, ensuring seamless updates and mitigating disruptions for travelers.
Softrip’s comprehensive automation capabilities empower travel companies to optimize their operations, improve productivity, and deliver exceptional customer experiences. By automating repetitive tasks and standardizing processes, businesses can focus on strategic initiatives, innovation, and personalized customer service.
How does it work?
Add to a Queue
Product → Booking Rules
+ to create the new Rule
Rule Area start typing in the type of Event that meets your business requirement.
Rule type = Execute and add description to identify the Rule more clearly.
Add to Queue: Select Add to Queue and select the Queue Code you wish the Reservation to be added to.
Apply Filters as needed and Save
Create Memo
Product → Booking Rules
+ to create the new Rule
Rule Area start typing in the type of Event that meets your business requirement.
Rule type = Execute and add description to identify the Rule more clearly.
Create Memo: Select “Create Memo”
Select one of the Date Types.
Book Date: The date the reservation is created.
Departure Date: The departure date of the reservation.
Change Date: The date when a change took place on the reservation. (Note: this logic will not apply in certain condition, Ex: EVT-RES-NEW will not make sense as a no change will occur on a new reservation)
Date offset: Number of days on or after the selected date type. Ex: Off Set of 1 would mean, create memo 1 day after the Reservation is created.
Created For: The user you wish to assign the memo to.
Memo Text: Text you wish to create when the Event Memo is created.
Use Business days: Create memos to be for weekdays only Monday thru Friday.
Apply Filters as needed and Save.