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Tailor-Made Itineraries

Tour & Cruise Itineraries

FIT Package Itineraries

Role Guides

Kaptio Admin

Supplier Contracting

Product Design/Build

Product Content

Training Manager

Data Experts

Developers

Kaptio Platform Architecture

Architecture Overview

Development Guidelines

Functional Decomposition

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New to Salesforce?

Security & Compliance

Manage your Environments

Data Import & Export

Global Platform Setup

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

Email communication is a vital aspect of most businesses, and with Kaptio Travel, setting up and managing emails is easy and efficient. Here's a guide to help you navigate this feature:

Email in Kaptio Travel

Before diving into the specifics of email setup and usage, it's essential to have an overview of how email functions in the Kaptio Travel system. You can access this information here.

How to Assign Email Templates to Your Channel

Assigning email templates to your channel is a quick and effective way to ensure consistency in your communication. Find out how to assign email templates to your channel here.

How to Create Email Templates for a Channel

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.


By using these resources, you'll be able to make the most out of Kaptio Travel's email functionality. Remember, the goal is to enhance communication, improve efficiency, and ultimately provide a better experience for your customers.

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