Agent and Supplier messages can be sent from bookings if the Individual Message Template is formatted to send the message as an email.

When a Message Template has been formatted correctly users will be able to view the email address the message is being sent to and the body of the email message being sent at the time of sending the message.

Additional substitution codes determine which contact field in Tourplan NX the message is to send to and specific email commands are placed at the top of the template.

NOTE: It is assumed that email addresses have been entered into relevant contact fields within Tourplan and that the NX Messaging Engine has been configured to communicate with the SMTP server.

Addressing Details

In Tourplan NX the addressing details of the message are the email fields:

• To:
• From:
• CC:
• BCC:
• Subject:

Tourplan needs the following tags wrapped around these fields for the system to identify the email commands.

<EMAIL_CMD_START>

<EMAIL_CMD_END>

Now determine the substitution codes required, for the message to send to/from and the content of the subject line.

Below is an example of an Agent message command it will depend on the message type as to which substitution codes are to be used and the subject line text will be determined by each user company's procedures.

The body of the email and email signatures are defined within the email container tags:

<EMAIL_CONTAINER_START>

<EMAIL_CONTAINER_END>

The information within these tags will display in the body of your email.

Microsoft Word or PDF output

Tourplan messages/documents can be sent via an email as a Word Document or a PDF document. This is defined within the message template between the email command tags and the email container tags.

Word Document Format = MESSAGE_ATTACHMENT_FORMAT: DOCX

PDF Format = EMAIL_FORMAT:PDF

How to set up email commands

Locate the message either as a Word Document, or by downloading an existing message template into Microsoft Word.

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select Messaging > Message Definitions.

   1. Click the Code Setup menu to expand it:

      

   2. Click Messaging to expand the Messaging menu:

      

   3. Click Message Definitions to open the Message Definitions screen:

      

3. On the Message Definitions screen, select by clicking on the Message Definition to amend.

   

4. On the Message Definition screen, click Download.

   

5. The message will download as a Word Document make the required amendments.

   

6. Type the email commands and email container tags, inserting the required substitution codes within each tag.

   

7. Review the document.
8. If you want to keep the changes, click Save in Word.

   

9. Return to Tourplan NX Message Definitions screen, re-select the Message Definition.

   

10. On the Message Definition screen, review the Command and Detail tabs to ensure field settings are correct.

    

11. Keeping with the Message Definition screen, click Upload.

    

12. Locate the Microsoft Word Saved file.
13. Click Save to keep the changes.

    

14. Click Exit to discard any changes.