Product content templates
Overview
When setting up an event/package, you can override the default template used for:
a) Booking complete screen (displayed when a customer registers for an event/package); and
b) Booking confirmation email
To override the default template used for these, within the 'Content' tab of a given event, click on 'Booking Complete Message' or 'Booking Confirmation Email' tab on the right side (see #1 below), then click the 'Edit' button (#2 below):
Template Fields
Standard Fields
The following field placeholders (similar to merge fields in a word document) can be used in a content template to insert information relevant to the booking, event or your organisation:
Booking
{{booking_id}} - The booking ID
{{contact_firstname}} - The first name(s) of the contact person on the booking.
{{contact_lastname}} - The surname of the contact person on the booking.
{{customer_portal_url}} - The URL of the customer portal for the relevant booking.
{{access_token}} - The booking's unique code that can be used to build URLs for customer portal, payment page and other booking-specific resources
Booking (Financial)
{{balance}} - The total balance (including future charges)
{{balance_current}} The current balance (excludes any future charges))
{{charges_current}} - The current charges on the booking (not including post-dated charges)
{{charges_future}} - the post-dated charges on the booking
{{charges_total}} - The sum of all charges on the booking, whether current or future
{{payments}} - The sum of all payments made on the booking
{{payment_url}} - The URL to the booking payment page
{{credits}} - The sum of all credits made on the booking
{{#has_credits}} {{/has_credits}} - Use to wrap some content which should only be displayed on bookings with credit transactions added
Attendees
{{{attendees_table}}} - An alternative to using repeating section, this is a pre-formatted HTML table with all travellers listed ** Note this requires triple curley brackets
{{attendees_count}} - The number of attendees on the booking
{{#attendees}} - The start of the attendees section
{{title}} - The title of an attendee
{{title}} - The title of an attendee
{{firstname}} - The first name of an attendee
{{lastname}} - The last name of an attendee
{{email}} - The email address of an attendee
{{email}} - The email address of an attendee
{{room_name}}
*{{gross}} The total charges applicable to this attendee (including sales agent commission)
*{{charges}} The total charges applicable to this attendee (less commission)
*{{charges_current}} The current charges applicable to this attendee (not including post-dated charges)
*{{payments}} The total payments loaded against this attendee
*{{balance_current}} The current balance outstanding (doesn't factor in post-dated charges)
{{/attendees}} - The end of the attendees section
Event/Package
{{product_code}} - The code of the event/package
{{product_name}} - The name of the event/package
{{product_start}} - The start date of the event/package
{{product_end}} - The end date of the event/package
{{product_deposit_amount}} - The deposit amount from the Product's Pricing tab
{{product_deposit_due}} - (booking date + deposit due days from the Product's Pricing tab) {{product_final_payment_due}} - The date of final payment (from the Product's Pricing tab){{product_deposit_amount}} - The deposit amount from the Product's Pricing tab
{{product_final_payment_amount}} - (product price – deposit – instalments)
Organisation
{{organisation_name}}
Section - (will repeat for each room)
{{#rooms}} - The start of the rooms section
{{service}} - The name of the service (for the room)
{{service_code}} - The code of the service (for the room)
{{service_option}} - The name of the service option (for the room)
{{service_option_code}} - The code of the service option (for the room)
{{#attendees}} - The start of the nested attendees section (will be repeated for each attendee in the room)
{{title}} - The title of an attendee
{{firstname}} - The first name of an attendee
{{firstname}} - The first name of an attendee
{{lastname}} - The last name of an attendee
{{email}} - The email address of an attendee
{{email}} - The email address of an attendee
*{{gross}} The total charges applicable to this attendee (including sales agent commission)
*{{charges}} The total charges applicable to this attendee (less commission)
*{{charges_current}} The current charges applicable to this attendee (not including post-dated charges)
*{{payments}} The total payments loaded against this attendee
*{{balance_current}} The current balance outstanding (doesn't factor in post-dated charges)
{{/attendees}}
{{/rooms}} - The end of the attendees section
Custom Field Responses
You can include the responses to specific booking-level OR attendee-level* custom fields.
First, take note of the "ID" of the custom field you'd like to insert from the Product's "General" tab:
To insert the answer to that question, use a field with format {{custom_field_[ID]}}, for example:
Preferred Return Date: {{custom_field_1234}}
Business Class Upgrade: {{custom_field_1235}}
* Attendee-level custom field responses must be placed within the {{#attendees}} and {{/attendees}} section alongside fields like {{title}}, {{firstname}}, {{lastname}} etc.
Instalments
{{instalment_1_amount}} - the amount of the first custom instalment{{instalment_1_due}} - the date of the first custom instalment
{{instalment_2_amount}} - the amount of the second custom instalment
{{surcharge_1_name}} - the description of the first surcharge
The payment confirmation and invoice copy emails have access to all of the above fields, but also expose the following fields to allow for payment/invoice specific content:
Attendees (in addition to the standard attendee fields mentioned above)
Booking
Inventory
Important note: Product Option Codes should be entered in lower case for this purposes, and only alphanumeric characters and underscores will be matched. Therefore, if you have a Product Option Code of "VIP-PACKAGE", you can wrap any corresponding content with {{#is_product_option_vippackage}} and {{/is_product_option_ vippackage}} tags.
Booking (Financial)
{{instalment_2_amount}} - the amount of the second custom instalment
{{instalment_2_due}} - the date of the second custom instalment
(if there are more than 2 instalments, you can use 3, 4, etc)
(if there are more than 2 instalments, you can use 3, 4, etc)
Surcharges
{{surcharge_1_amount}} - the amount of the first surcharge{{surcharge_1_name}} - the description of the first surcharge
{{surcharge_2_amount}} - the amount of the second surcharge
(if there are more than 2 surcharges, you can use 3, 4 etc){{surcharge_2_name}} - the description of the second surcharge
Payment Confirmation / Invoice Email / Next Invoice Due email
The payment confirmation and invoice copy emails have access to all of the above fields, but also expose the following fields to allow for payment/invoice specific content:
{{transaction_amount}} - The amount of the current payment (the one which triggered a confirmation email)
{{transaction_firstname}} - the first name of the attendee to which the payment/invoice is assigned (if any), or the main contact person on the booking if not.
{{transaction_lastname}} - the last name of the attendee to which the payment/invoice is assigned (if any), or the main contact person on the booking if not.
{{transaction_date}} - The date of payment
{{transaction_description}} - The description applied to the payment transaction (if any)
Intellibook with Inventory
Attendees (in addition to the standard attendee fields mentioned above)
{{room_name}} - The name of a room a particular attendee is staying in
Booking
{{departure_city_name}} - The name of the city the travellers are departing from (this assumes you have set the event/package up with departure city options)
Inventory
{{inventory_product_options}} - A comma-separated list of the Product Option(s) allocated to the booking
{{inventory_start_date}} - The earliest booked inventory date (can be thought of as trip start date)
{{inventory_end_date}} - The latest booked inventory date (can be thought of as trip end date)
Content block for specific product option
Use codes {{#is_product_option_[code]}} / {{/is_product_option_[code]}} use to wrap any content which should only be displayed on bookings who have booked a specific product option (package).Important note: Product Option Codes should be entered in lower case for this purposes, and only alphanumeric characters and underscores will be matched. Therefore, if you have a Product Option Code of "VIP-PACKAGE", you can wrap any corresponding content with {{#is_product_option_vippackage}} and {{/is_product_option_ vippackage}} tags.
Example - specific content for "VIP" product option
Intellibook with Sales Agents (Wholesale)
Booking (Financial)
{{#is_agency_booking}} / {{/is_agency_booking}} use to wrap some content which should only be displayed on bookings with an agent.
{{#is_direct_booking}} / {{/is_ direct _booking}} use to wrap some content which should only be displayed on bookings without an agent
{{#is_direct_booking}} / {{/is_ direct _booking}} use to wrap some content which should only be displayed on bookings without an agent
{{agency_code}}
{{agency_name}}
{{agency_first_name}}
{{agency_last_name}}
{{agency_email}}
{{agency_phone}}
{{charges_gross}} - The total charges without commission subtracted
{{agency_first_name}}
{{agency_last_name}}
{{agency_email}}
{{agency_phone}}
{{charges_gross}} - The total charges without commission subtracted
{{commission}} - The total amount of commission on the booking