Text library, exactly like the name says, is a library of texts.
You can create text entries using the below left menu item:
Text libraries created may be used in any textarea of Victoury where you see the below search feature
or in templates used when sending manual or automatic emails.
All texts in library can be set in different translations to be used accordingly.
Be aware of the fact that each Text library must have a specific label as explained below.
The label is an identifier for the text library entries.
Any word or expression may be entered in the Labels field when adding a new text library entry or when editing an existing one and the system will store it it Enter is pressed.,
NOTE: Labels are different from what we call placeholders.
Texts that may be used in any textarea
General settings
- the label could be a anything that you consider suggestive
- choose the brand - optional
- choose the category - optional
- for Type choose General
- choose de Country/Region - optional
- type the title and the body of the texts
When importing such a text into a textarea, the body of the text will be used.
When you are in Product texts for example, use the search option to search for a text in library. Select it and save choice. The Body of the text from library will be used as text for the section you have selected - In the below example, PRODUCT DESCRIPTION from product texts.
Text Library entries for Automatic emails - with scheduled script
Reminder for down payment
For those reservations that have down payment amount and date set and the down payment is not yet received - send out a reminder email X days after the down payment due date
Text Library label: downpaymentReminder
Reminder for rest payment
In case the rest payment is not yet received - send out a reminder email X days after due date of the rest payment
Text Library label: restpaymentReminder
Bon voyage
X days before departure date (reservation.start_date)
Text Library label: bonVoyage
Post trip
X days after return date (reservation.end_date)
Link to survey to be sent by email related to a text library entry
Text Library label: survey
Text Library entries for Action triggered emails
Email template for deal document sharing
Setting a template for email in Texts Library from main left menu:
Create new template considering the following mandatory requests:
General settings:
- for labels select documentShare and reservation
- select the Brand
- for Type select Template
Category and Country/Region is an optional setting.
Title - Add new language and set a title that will represent the subject of the email:
"Victoury shared {{bookingCode}} document with you" - where you have a placeholder for the deal code to be. The rest of the text it is, of course, at your choice.
Body text, also at your choice. Only the placeholders are important to be correctly set as in the below example:
"Salute {{customer}}.
The following document has been shared with you since you are a traveler in Deal {{bookingCode}}.
The document contains information about your upcoming reservation. In order to view the document please click the following button.
{{url}}
Regards,
Demo Brand 1
{{signature}}"
Email template for customer invoice sending
General settings:
for labels documentShare and customerInvoice
for Type select Template
Example
A customer invoice can be send automatically from Deal details/Operations/Customer invoices
Library Texts used for Supplier Order Email
The Order Email will be constructed using the below text library entries by labels:
OrderEmail - general text library entry where label is “orderEmail” which includes the below text library entries using placeholders:
- orderHeader - text library entry where label is “orderHeader”
- orderSubtext - text library entry where label is “orderSubtext”
- rderBody - text library entry where label is “orderBody”
- orderProduct - text library entry by product category where label is “orderProduct”
Text Library orderProduct
can be set for different categories of products and different translations, meaning that for each category you may build a body, containing placeholders to be replaced when the order email is sent.
Example for Hotel category:
This example contains placeholders related to arrangement details and description about the info replaced.
Text library orderBody
can have different translations and its using its specific placeholders as described in the article related to placeholders defined in Victoury.
orderBody contains the placeholder for order products which is {{orderProducts}} - and contains all placeholders related to the arrangement, as described above.
Example of orderBody entry in Text Library:
Text Library orderEmail
can have different translations and contains placeholders: {{orderHeader}}, {{orderSubtext}}, {{orderBody}}, {{orderSignature}}, {{companyInfo}}
in the Title you may use placeholders as {{bookingCode}}, {{bookingDestination}} {{mainTravelerName}}
Example of orderEmail entry in text library
You may find more information about sending the email and how to set the placeholders in the below articles.
Create Lead form in VCT for Notify Customer / Notify Operator checkboxes triggered emails
These emails need a text library entry identified by label.
Emails sent to the Customers’s main person’s email address as provided by the forms, or to the Operator depending what checkbox is checked in Create lead form (Notify Operator or Notify Customer, or both)
Text Library label: "leadCreate"
Down payment or Rest payment received
Send confirmation email to customer when the down payment or full payment is entered in Victoury.
if the amount is below total amount - send downpaymentreceived email
if total amount is received - send restpaymentreceived email
Text library entry records used are the ones with label "downPaymentReceived and restPaymentReceived"
Text library entries used for when a Task is created for Customer or Reservation
Sent using text library record with label depending by type:
MEET - customerMeetingCreate
CALL - customerCallCreate
OFFVAL - customerOfferValidityCreate
TODO - customerTodoCreate
EMAIL - customerEmailCreate
VCALL - customerVideoconferenceCreate
ORC - customerOrderCatalogueCreate
Text Library entry with label customer<TaskType>Create
Text library entries used for Task assignment
There are two library entries used for task assignment containing specific placeholders:
Task Assignment for the Operator having as label taskAssignmentOperator
Task Assignment for the Customer having as label taskAssignmentCustomer
Example:
Text Library entries for Deal Assignment
Email sent when a Deal is assigned to a Victoury user, is using text library record with label "dealAssignment"
Text Library entries for manual emails
Text Library entries used as templates for Deal Details / Email tab
These emails need a text library entry identified by label.
Example: quotation; reservation; documentShare, etc.