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leon:email-templates [2020/04/07 07:29] bartek [Documents Email Templates] |
leon:email-templates [2022/03/10 17:53] |
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- | ====== EMAIL TEMPLATES ====== | ||
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- | ===== MVT MESSAGES ===== | ||
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- | <box tutorial>[[videos:getting-started:mvt-messages|Video Tutorial]]</box> | ||
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- | 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. | ||
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- | ==== Settings ==== | ||
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- | [{{ :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}}] | ||
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- | 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: | ||
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- | * **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. | ||
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- | Once the MVT email has been sent (whether it's automatically or manually), Leon will use the above settings and will show the label. | ||
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- | {{:leon:settings:mvt arrived.jpg|}} | ||
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- | ---- | ||
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- | ==== Templates ==== | ||
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- | [{{ :leon:settings:templates 2.png?150|Aircraft Movement Templates}}] | ||
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- | There are 8 available default templates which can be modified. It is also possible to define your own templates. | ||
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- | 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: | ||
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- | * **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. | ||
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- | {{:leon:settings:template text.png|}} | ||
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- | Once the **Flight Watch** data is filled in an email for the above template would be as on the example below: | ||
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- | "Dear Sirs, | ||
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- | 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." | ||
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- | ------------- | ||
- | ==== Conditional Tags ==== | ||
- | [{{ :leon:settings:Conditional tags.png?200|Example of Content error when creating conditional MVT Message}}] | ||
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- | It is possible to include or exclude empty fields from the MVT Message. In order to do it you need to use **Conditional tags**. | ||
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- | To create such condition you need to use '#' to open the sentence and '/' to close it, for example: | ||
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- | **{////{#PAX}}** Passenger number on the flight is {////{PAX}} **{////{/PAX}}**, | ||
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- | where **{////{#PAX}}** is opening the condition and **{////{/PAX}}** is closing it. | ||
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- | 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. | ||
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- | 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. | ||
- | ---- | ||
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- | ==== Rules ==== | ||
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- | [{{ :leon:settings:rules defining.jpg?200|Defining rules for MVT emails sending}}] | ||
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- | 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). | ||
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- | 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. | ||
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- | 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. | ||
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- | Each Rule has 3 checkboxes: | ||
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- | * **Non-ferry flight only** - allows to include FERRY flights in MVT Messages (if checkbox is not ticked) | ||
- | * **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) | ||
- | * **Handler** - allows to include Handling Agent assigned to the applicable flight in relevant MVT email | ||
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- | A button **ADD RULE** allows to add custom rules (i.e. a separate rule for a client). | ||
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- | 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 nex to the rule. Even if an aircraft have Rules assigned, switching it off will prevent MVT messages being sent for the selected tails. | ||
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- | {{:leon:settings:Aircraft rules.png?}} | ||
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- | ---- | ||
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- | ==== ETA UPDATE for next Client ==== | ||
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- | 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). | ||
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- | **EXAMPLE 1** - the same Client on 2nd & 3rd leg of the trip. | ||
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- | 0900 WAW GVA 1100 **Ferry** | ||
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- | 1200 GVA AMS 1330 **Client A** | ||
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- | 1500 AMS WAW 1700 **Client A** | ||
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- | 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. | ||
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- | **EXAMPLE 2** - different Clients on 2nd & 3rd leg of the trip. | ||
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- | 1000 WAW STN 1200 **Ferry** | ||
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- | 1300 STN CIA 1530 **Client A** | ||
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- | 1700 CIA WAW 1900 **Client B** | ||
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- | 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. | ||
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- | ---- | ||
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- | 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). | ||
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- | ---- | ||
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- | ==== Legend ==== | ||
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- | The legend contains **Tags** and right next to them their description plus **Test Data** column showing examples (see below). | ||
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- | TAG DESCRIPTION TEST DATA | ||
- | {{ADEP_ICAO}} Airport of departure (ICAO) EPWA | ||
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- | <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> | ||
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- | --------------- | ||
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- | ===== Documents Email Templates ===== | ||
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- | In this panel you can set up email templates for particular **OPS documents**, **Sales documents**, **Quotes documents**, **Fuel Order**, **Schedule Changes Summary**, **Crew Panel roster change**, ,**Crew Duties roster change** or **Permits**. | ||
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- | 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. | ||
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- | 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. | ||
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- | In a tab **RECIPIENTS** you can add default 'From' & 'Reply to' email addresses as well as 'CC' & 'BCC' emails. | ||
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- | ---- | ||
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- | Below you can find examples of how this section can be filled in. | ||
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- | === Charter Agreement === | ||
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- | **SUBJECT** | ||
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- | {{:leon:settings:subject example.png|}} | ||
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- | __Preview__: | ||
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- | Charter Agreement LFPG - OMDB 26 Apr 2019 Rev.1 | ||
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- | **BODY** | ||
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- | {{:leon:settings:body example.png|}} | ||
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- | __Preview__: | ||
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- | Dear James Smith | ||
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- | Please find attached your Charater Agreement from AirHeaven Airlines. | ||
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- | Kind Regards | ||
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- | Ann Davies | ||
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- | ---- | ||
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- | ==== Fuel Order ==== | ||
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- | **SUBJECT** | ||
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- | {{:leon:settings:fuel order example.png|}} | ||
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- | __Preview:__ | ||
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- | UUWW FUEL REQUEST | ||
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- | **BODY** | ||
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- | {{:leon:settings:fuel order body.png|}} | ||
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