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Kaptio Platform Architecture

Architecture Overview

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Data Import & Export

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Getting Started with Core Configuration

Manage Global Settings

Configure Channels

Managing Users, Roles & Access

Understanding Your Sample Data

PIM: Supplier Contracting

Managing Suppliers

Setup Locations

Managing Services

Configure Prices

Bulk Import Service Data

Manage Inventory

Promotion & Discount Setup

PIM: Tour & Package Design

Getting Started with Packages

Understanding Departure Types

Manage Package Pricing

Setup Package Content

Configure Package Defaulting

CRM Module

Customizing Kaptio Travel

Manage Account Record Types

Setup Trip & Itinerary Workflow

Manage Salesforce Features

CONNECT: Land & Air Connectivity

Getting Started with Connectivity

PNR Import Setup & Usage

Integrating Amadeus

Hotel Connectivity Setup & Usage

DOCS Module

Getting Started: Content

Managing Content & Media

Setup Document Stages

Setup Templates

Building Custom Content Components

Bulk Import Content Data

Using the Document Starter Kit

Using the ATOL Certificate Starter Kit

Personalizing Documents

Generating Documents

Customer Access to Documents

Email Setup & Usage

Advanced Sample Email Template

Creating custom email templates allows you to maintain brand uniformity while personalizing your messages. You can learn how to create email templates for a channel here.

For an advance sample of a email template, please see code example below.

<messaging:emailTemplate 
subject="Your Itinerary Ref: {!relatedTo.KaptioTravel__VersionNumber__c} from {!$Setup.KaptioTravel__AppSettings__c.KaptioTravel__CompanyName__c}" 
recipientType="Contact" 
relatedToType="KaptioTravel__Itinerary__c">
    <messaging:HTMLEmailBody >
        <body>
            <p>Dear {!relatedTo.KaptioTravel__Name_on_booking__c},</p>
            
            <p>Thank you for taking me through your travel plans. You have a wonderful trip ahead of you.</p>
            
            <p>Your proposed itinerary shows how your ideas could take shape. 
               I’ve created it uniquely for you to bring together everything we talked about and capture your interests, while keeping your budget in mind. 
               I explain all the choices I’ve made for you in my introduction at the start of the itinerary.
            </p>
            
            <p>To view your itinerary, just click on the link below.</p> 
            
            <p>
                <ul><li><a href="{!relatedTo.KaptioTravel__LastPublishedUrl__c}">View my itinerary</a></li></ul>
            </p>          
            <p>
                The cost for this trip is
                <apex:outputText value="{0, number, £#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'GBP'}">
                    <apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
                </apex:outputText>
                <apex:outputText value="{0, number, €#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'EUR'}">
                    <apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
                </apex:outputText>
                <apex:outputText value="{0, number, $#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'USD'}">
                    <apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
                </apex:outputText>
                <apex:outputText value="{0, number, CAD#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'CAD'}">
                    <apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
                </apex:outputText>
                per person (excluding any upgrades).
            </p>
            
            <p>I’ll remain your consistent point of contact before and during your trip, 
               to be on hand to answer your questions and make sure everything runs smoothly until the time you’re back home.
            </p>
            
            <p>
                I hope you enjoy reading through the itinerary, and I look forward to speaking with you again soon.
            </p>
            
            <p>
                Yours,
								{!relatedto.Owner.FirstName} {!relatedto.Owner.LastName}
            </p>
        

        </body>
    </messaging:HTMLEmailBody>
</messaging:emailTemplate>

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