The Exclusion option from the Setup menu displays a list with all exceptions applicable for excluding recipients from receiving a piece of communication via Transactional Campaign. Exceptions can be set up
- Based on PMS codes, for instance a specific PMS rate code or a group of PMS rate codes (including wild card selection i.e. all rate codes starting with BLOCK%).
- Based on central codes, for instance a specific central/main room type code or group of codes (i.e. all main room types with %GROUP% anywhere in the code).
- Based on one or multiple Transactional Campaign type(s), i.e. cancellation, reservation confirmation, pre-arrival and post-stay.
- Based on one, selected or all hotels.
- And applied to selected job types.
Who receives the Transactional Campaign emails?
The system contains several automatic exclusion criteria. Only guests who do not match these automatic exclude reasons, will receive the respective communication types, for instance:
- Exclude guests without an email address.
- For confirmations by default no check for waitlist is set as these are triggered manually within the PMS. Please contact our Customer Success Team for adjusted configuration.
- For pre-arrivals, exclude guests whose reservation has been waitlisted or cancelled. Pre-Arrival includes only reservations with status ‘Future Reservation’.
- For post-stays, exclude guests whose reservation status was set to e.g. no-show or cancelled. Post-stay only includes guests with status checked-out.
Using the Exclusion option, you can define additional exclusions for the sending of your Transactional Campaign jobs.
When the system searches for and generates the list of recipients for a particular job, it will exclude all guest profiles whos central codes or PMS codes match those of the exclusion.
Adding Exclusions:
- From the Setup menu, select Exclusions. The system displays a list with available exceptions.
- The column display shows the Exclusion Type, the Exclusion Code, the Description, the applicable hotel and the applicable communication types.
- For adding an exclusion, click the Add icon. The system displays the Create New Exclusion Rule dialog.
-
- Select the Exclusion Type from the dropdown.
- Enter the Exclusion Code.
You can use the percent sign % as a wildcard character for including an entire group of codes. For details, see Table 14 below. - Enter a Description for the exclusion, if required.
- Select a specific or all hotels from the Hotel ID drop-down.
- Next, from the Apply to Job Types drop-down, select one, all, or several job types to which the exclusion should apply.
- Click Save & Close when you are done.
Table 14: Setup > Exclusions – Description of Available Fields
Field |
Description |
Exclusion Type |
Indicates the PMS-based or central NextGuest CRM information the exclusion refers to. The available Exclusion Types reflect this. You have the following options:
|
Exclusion Code |
Enter the Exclusion Code. You can use the percent sign % as a wildcard character for excluding an entire group of codes. The percent sign represents one or several characters in the code. Examples: crew% exclude codes starting with CREW %crew% exclude codes that contain CREW anywhere %GRP%tour exclude codes with a combination of GRP and tour |
Description |
Provide an optional Description for the exclusion, if it requires further explanation. |
Hotel ID |
Select one or all hotels from the Hotel ID drop-down. |
Job Type checkboxes |
Select the job types to which the exclusion applies by clicking the respective checkbox(es). |
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