How to Create a Notification Rule?

• Click on Create New + :
  

• Rule Title -give the Rule a clear, concise and defining name
• Rule Description - Short and understandable
• Rule Type - Define when the message should be sent:
  • Booking Date - The day the booking was created
  • Arrival Date - The first day of the stay
  • Departure Date - The final day of the reservation
  • Check-In – The moment the booking is checked in within the system
  • Check-Out - The moment the booking is checked out within the system
  • Cancellation Date - The moment the booking is cancelled within the system
  • Guest Birthday – Based on the birthday stored in the guest profile

📝Note:

When a booking is updated, the Rule Engine automatically adjusts the sending time.

• Rule Shift - After the Rule Type is chosen you can opt to Add or Deduct x days and x hours to the time of sending: 
  
  
  
  Example 1: 

  • Template to be send - Post Departure 
  • Departure Date - May 11th
  • Rule shift - Add 2 days and 8 hours
    • Outcome - Send out on May 13th at 8:00 AM
  
  Example 2 
  • Template to be send - Post Departure 
  • Departure Date - May 11th
  • Rule shift - Deduct 1 day and 8 hours
    • Outcome - Send out on May 10th at 4PM
    
    
  
  You can always opt for No Shift, the time of sending will therefore be done at the moments described in Rule Type.:
  

• Click on the Conditions Tab - Conditions field and enter the correct criteria to ensure the rule only targets reservations that strictly meet the requirements:
  

  • Cancellation Policy - Refundable or Non Refundable Bookings (especially important if payment policies are included in the notification or guest letter)
  • Room Type -The specific room category booked (If certain context of the template contains information on the specific type of room) 
  • Country - Based on the country of origin on the Guest Profile (if certain information only applies to the country where the guest lives)
  • Client Nationality - Based on Profile/ Passport information (ensures the guest receives it in the most appropriate language)
  • Channel - Booking source (OTA / channel) where the reservation was created. The rule applies on the channels entered solely. 
  • Rate Plan - Which rate plan(s) should be targeted by this rule
  • Payment Mode - Prepaid or Postpaid (as configured in the rate plan)
  • Balance - Decide if the rule runs based on the existing booking balance at the time of execution (Greater than >, Less than <, or Equal to =).
  • Booking Status - Select the appropriate booking status for this rule to trigger the correct email template (for example, “Cancelled” for cancellation confirmations).

• Selecting conditions opens the drop-down menus where you can choose the applicable criteria:

• Determine the recipeint type:
  
  
  
  • Account -The rule will be sent to the email address associated with the Noovy account
  • User - The rule will be sent to the email address associated with the Noovy user
  • Company -  The rule will be sent to a selected company profile
    • Use the toggle to choose between all companies linked to bookings that match the criteria or only specific company profiles:
      
      

• • Guest - The rule will be sent to guests who's bookings match the criteria defined in the previous steps.
    • Use the toggle to choose between all guests with bookings that match the criteria or only specific guest profiles:
      
  • Channel - The rule will be sent to a selected Channel:
    
  • Choose Template Type - Displays all active templates and lets you select which one should be sent
  • Document Type - If you want a document to accompany the selected template, choose the document type here