TransForm - implementation workflow 5 - text & copy - mailer templates
Included Below
Mailer Template Content
Transaction Type | Feel free to use this recommended starter text: | Example |
Reservation Payment | Thank you for your interest in staying at (insert property name). To secure the reservation for [First Name] [Last Name], please click on the button below to submit your deposit in the amount of $[Amount] If you need any assistance, please call us at [phone number]. [insert GO button] Thank you,
For Transaction categories that have “allow multiple reservations per submission” enabled, remember to also create an email template for multiple booking payment requests.
Thank you for your interest in staying at [insert property name]. To secure the reservations below, use the button below to submit your deposit in the amount of $[Amount]. [Reservation list] If you need any assistance, please call us at [phone number]. [insert GO button] Thank you, | 
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Group Payments | Thank you for your interest in staying at [insert property name]. To secure the payment for [Group Name], please click on the button below to make your group deposit in the amount of $[Amount]. This will secure your required space and amenities. If you need any assistance, please call us at [insert phone number] [insert GO button] Thank you,
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Miscellaneous | Good Day, Thank you for choosing to make a payment with us in the amount of $[Amount]. Please click the GO button below to complete this transaction. [insert GO button] Thank you, The team at [Hotel Name] |
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Authorization of Future Charges | Hello! The link below will provide you with a safe, simple way to let us know what charges your credit card can be used for. Simply click the "GO" button to get started! [insert GO button here] *Please note that security checks require that a brief authorization be placed on your card. This will be released after the checks are completed. The funds will be available to you again after your bank's normal timeline for removing a hold. The amount of this authorization is $[Amount] Thank you, |
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Add an Email Template to TransForm
Select “TransForm” then “Email Templates”
Select “+ Add Template”. (Note that currently only one template is permitted per Transaction Category.)
Select a Category and complete the content suggested above for each category type.
Edit an Email Template in TransForm
Select “TransForm” then “Email Templates”.
If using multiple products, select "TRANSFORM".
Select the edit button next to the category to be edited.
Adjust the desired fields.
Save.
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