Differences

This shows you the differences between two versions of the page.

--- getting-started-brokers:step-4.-email-templates [2021/11/26 13:19]
wziemkiewicz created
+++ getting-started-brokers:step-4.-email-templates [2022/01/25 15:10] (current)
wziemkiewicz
@@ Line 1: / Line 1: @@
 ====== EMAIL TEMPLATES ======
-----
-===== MVT MESSAGES =====
-<box tutorial>[[videos:getting-started:mvt-messages|Video Tutorial]]</box>
-This module allows to set up **Movement Emails** for each aircraft. You can define **templates** as well as add new templates. When Flight Watch data arrives to Leon a movement email will be sent out to the recipient.
-==== Settings ====
-[{{ :leon:settings:emails settings.jpg?200|Defining MVT emails: 'Label' & "Reply to email'}}]
-[{{ :leon:settings:MVT send window.jpg?200|Manual sending of MVT Emails}}]
-By clicking the icon {{:leon:icons:settings mvt.jpg|}} (next to 'Fleet rules by aircraft') Leon shows the below pop-up window where you can define:
-  * **From label** - a label/name which will appear when the MVT email will arrive.
-  * **Reply to email** - an email address to which a MVT email recipient should reply.
-Once the MVT email has been sent (whether it's automatically or manually), Leon will use the above settings and will show the label.
-{{:leon:settings:mvt arrived.jpg|}}
-----
-==== Templates ====
-[{{ :leon:settings:templates 2.png?150|Aircraft Movement Templates}}]
-There are 8 available default templates which can be modified. It is also possible to define your own templates.
-A screenshot below shows an example of the **Take Off** template's text.  In order to add a new template click **+** and add details such as:
-  * **Template's name** - i.e. "Aircraft owner movement email".
-  * **Subject** - i.e. "Takeoff movement for (Aircraft registration number)".
-  * **Template** - the text should contain tags available in Legend.
-{{:leon:settings:template text.png|}}
-Once the **Flight Watch** data is filled in an email for the above template would be as on the example below:
-"Dear Sirs,
-We wish to inform you that the aircraft B-ARTI on flight no BAR21 from WARSAW FREDERIC CHOPIN WAW to GENEVA INTERNATIONAL (GVA) has taken off at 07:15.
-Aircraft is scheduled to arrive to GENEVA INTERNATIONAL GVA at 09:45.
-Aircraft has 23 passengers on board."
--------------
-==== Conditional Tags ====
-[{{ :leon:settings:Conditional tags.png?200|Example of Content error when creating conditional MVT Message}}]
-It is possible to include or exclude empty fields from the MVT Message. In order to do it you need to use **Conditional tags**.
-To create such condition you need to use '#' to open the sentence and '/' to close it, for example:
-**{////{#PAX}}** Passenger number on the flight is {////{PAX}} **{////{/PAX}}**,
-where **{////{#PAX}}** is opening the condition and **{////{/PAX}}** is closing it.
-In the above case, if the Flight Watch does not include PAX number, or PAX number is 0, this information will not be included in MVT Message. If it is 1 and more, The above sentence will be included in the message.
-It is also important to close one condition before opening another. **Errors in the template will be highlighted orange** in the template and 'SAVE' button will remain **inactive** until content error is amended.
-----
-==== Rules ====
-[{{ :leon:settings:mvt:mvt-handling-split.png?200|Defining a rule in MVT Messages panel}}]
-By clicking on a particular aircraft in a section **Fleet Rules** Leon opens a new screen where you can select **Scenario** (Take off, Landing, Aircraft ready, ETA update) and **Template** (select between those defined on the right-hand side).
-You can also insert a recipient's email address as well as CC & BCC email addresses - this should be done for both: take off & landing MVT emails.
-It is possible to define 'From label' & 'Reply to' per a tail. If it's not set up Leon will use these 2 details defined under {{:leon:icons:settings mvt.jpg|}} icon.
-Each Rule has 3 checkboxes:
-  * **Non-ferry flight only** - allows to include FERRY flights in MVT Messages (if checkbox is not ticked)
-  * **Send for trip type** - select a trip type for which MVT emails should be sent out
-  * **Client representative** - allows to include Client assigned to the trip in relevant MVT email (if there is a representative assigned to a company, the message will be sent to that representative only, if there is no representative assigned, the email will be sent to the email provided for the Client)
-  * **Send to departure/destination handler** - allows to include Handling Agent at either ADEP, ADES, or both, assigned to the applicable flight in relevant MVT email
-A button **ADD RULE** allows to add of custom rules (i.e. a separate rule for a client).
-It is possible to assign a single rule to multiple aircraft by selecting them in the rule settings in section **Aircraft**.
-In order to turn off the rule, use ON/OFF button next to the rule. Even if an aircraft have Rules assigned, switching it off will prevent MVT messages from being sent for the selected tails.
-{{:leon:settings:Aircraft rules.png?}}
-----
-==== ETA UPDATE for next Client ====
-One of the possibilities, when creating different MVT rules for aircraft, is sending **ETA UPDATE for next Client** MVT email, which can be sent to the next client assigned on the next trip informing him about estimated time of arrival of the aircraft (whether it is a ferry leg or a trip for a different client).
-**EXAMPLE 1** - the same Client on 2nd & 3rd leg of the trip.
-WAW GVA 1100   **Ferry**
-GVA AMS 1330   **Client A**
-AMS WAW 1700   **Client A**
-In this case, when ETA is changed on the 1st leg, Leon will send MVT ETA Update email to Client A on the 2nd leg. But even if ETA changes on the 2nd leg Leon will not send another MVT email as it's the same Client.
-**EXAMPLE 2** - different Clients on 2nd & 3rd leg of the trip.
-WAW STN 1200   **Ferry**
-STN CIA 1530   **Client A**
-CIA WAW 1900   **Client B**
-In this case, when ETA is changed on the 1st leg, Leon will send MVT ETA Update email to Client A on the 2nd leg. If ETA also changes on the 2nd leg, Leon will send a MVT ETA Update email to the Client B on the 3rd leg.
-----
-Similarly you can define a new rule for your fleet using a scenario **Aircraft ready for next Client** - Leon will automatically send a MVT email to the client assigned to the next leg (as long as it is a different Client).
-----
-==== Legend ====
-The legend contains **Tags** and right next to them their description plus **Test Data** column showing examples (see below).
-       TAG              DESCRIPTION         TEST DATA
-  {{ADEP_ICAO}} Airport of departure (ICAO)   EPWA
-<box>**When defining templates you should only use tags displayed in Legend. In case you need an additional tag, please contact [[support@leonsoftware.com]]**</box>
 ---------------
@@ Line 148: / Line 6: @@
-In this panel you can set up email templates for: **Quotes documents**, **Fuel Requests**, **Schedule Changes Summary**, **Crew Panel roster change**, **Crew Duties roster change**, **Fuel Requests**, **Permits** or **Schedule sending**.
+In this panel you can set up email templates for: **Flight Quotation**, **Contract**, **Invoice**, **Flight Brief**.
-You can define **multiple email templates** for the same document or roster changes (for example depending on crew base or language), then select an appropriate template in OPS panel.
+You can define **multiple email templates** for the same document (for example depending on language), then select an appropriate template in SALES panel.
 Click on any template and fill in **3** windows with appropriate HTML data. On the right-hand side Leon shows preview of the email body.
@@ Line 185: / Line 43: @@
 ----
-==== Fuel Order ====
-**SUBJECT**
-{{:leon:settings:fuel order example.png|}}
-__Preview:__
-UUWW FUEL REQUEST
-**BODY**
-{{:leon:settings:fuel order body.png|}}
-**'User sending email'** located in the 'RECIPIENTS' tab next to 'Reply to' box allows setting up an email of the logged in User that is sending the message, as a 'reply to' email.
-==== Landing Permit ====
-[{{ :leon:settings:landing permit.png?200|Landing permit email template example}}]
-An example of the full **Landing Permit** appears on the screenshot, on the right.

Leonsoftware Wiki

User Tools

Site Tools

Differences

Page Tools