Your TripWorks account comes equipped with 1 order confirmation message that, by default, sends automatically to a trip's point of contact as soon as the Trip Status changes from Draft to Reserved. The message notifies the point of contact that they have successfully booked the trip.
In this article, you will find details on:
- The default settings associated with the order confirmation message
- How to change or disable order confirmation message settings
Default Settings for Order Confirmation Messages
This is how the order confirmation process operates by default — that is, unless you manually adjust the settings associated with the confirmation message template. Expand the items below for details:
1. Someone begins booking a trip
Someone — whether a customer, team member, or reseller — begins booking a trip via one of the TripWorks Booking Methods. They complete at least the first screen of the booking flow (in which they provide the name, email address, and phone number of the trip's point of contact)
2. Platform saves the trip as a draft
Once the first screen of the booking flow is completed, the platform automatically creates a draft trip — that is, a trip with a Draft trip status. The draft trip includes:
- The customer's contact information (name, email address, and phone number)
- Activity details (the date, time, and activity in which they've shown interest)
Your team can review draft trips at any time from the Sales View of the dashboard
3. Trip status changes from Draft to Reserved
The trip status changes from Draft to Reserved when either the customer applies payment to the trip, or a team member manually updates the trip status. Regardless of which method is used to change the trip status to Reserved, it is this action that triggers the order confirmation message to send automatically.
From the Sales View, a green checkmark indicates a Reserved trip, while a clock icon indicates a Draft trip
Pro Tip
Reserved is the trip status applied to newly booked trips by default. However, your team can update the settings for any and all activities in your catalog so that when a trip is booked for that activity, the trip status changes to Under Review instead.
When you Enable the Under Review Trip Status for an activity, you can specify whether an order confirmation message should be sent when the trip status changes to Under Review, Reserved, or both. For more information, visit Customize Order Confirmation Message Auto-Send Settings.
Additionally, you can Enable Alerts so that team members are notified when a trip status changes to Reserved, Under Review, or both.
4. Customer receives order confirmation message
The platform sends the customer the order confirmation message as soon as the trip status updates to Reserved
Customize Order Confirmation Messages & Auto-Send Settings
The default order confirmation message settings illustrated above are adjustable, as is the message template's content itself. Follow these links to learn more about your options:
- Edit an Existing Message Template
- Customize Order Confirmation Message Auto-Send Settings
- Create a New Message Template (then select the new template to auto-send when you Customize Order Confirmation Message Auto-Send Settings)