Setup - Marketing - E-mail Engagement Rules

This module is used to create rules according to which e-mail messages are sent to B2C customers for marketing purposes.

These e-mails are programmed to be sent relative to one of three dates in the travel file life cycle (open, start, or end). In addition, they can also be sent to specific customers whose travel files do not include a reservation for a particular service. This last feature is used to enable cross-selling of additional services.

The content of the e-mail message, comprised of free text and fields, also includes a link to the customer's travel file.

The e-mails are sent automatically by the system according to the e-mail trigger defined in the rule and the definitions in the Scheduled E-mails mechanism. The e-mail is sent to only the first passenger in the travel file.

The e-mail will be sent only if an e-mail address exists for the customer and the customer has selected the option: Keep me posted regarding travel deals & special offers.

To search for an existing e-mail engagement rule

1. Go to Setup – Marketing - E-mail Engagement Rules.

2. If required: In the Name field, enter part (first letters) or all of the e-mail engagement rule name.

3. Click Find.

   E-mail engagement rules matching the search criterion are displayed in the results section.

To add a new e-mail engagement rule

1. Go to Setup – Marketing - E-mail Engagement Rules.

2. Click Click here to add a new item.

   The New item page is displayed.

3. Define the e-mail engagement rule as described in Setup - Marketing - E-mail Engagement Rules - New Item.

To edit an existing e-mail engagement rule

1. Locate the e-mail engagement rule you want to edit as described above.

2. Click the Edit icon in the row of the e-mail engagement rule.

3. Edit the details of the e-mail engagement rule as described in Setup - Marketing - E-mail Engagement Rules - New Item.

To copy an existing e-mail engagement rule

1. Locate the e-mail engagement rule you want to copy as described above.

2. Click the Copy icon in the row of the e-mail engagement rule.

   A new e-mail engagement rule is created with the following name:

   [Name of original e-mail engagement rule] (copy) {duplicate number in current session}

3. Edit the name and the details of the new e-mail engagement rule as described in Setup - Marketing - E-mail Engagement Rules - New Item.

To delete an e-mail engagement rule

1. Locate the e-mail engagement rule you want to delete as described above.

2. Click the Delete icon in the row of the e-mail engagement rule.

   The following message is displayed:



3. Click Yes to delete.