How to use WBE Email Templates in PMS

Please Note: This article does not teach you how to create an Email Template. It is recommended that you have some form of HTML knowledge to create an email template. There are various editors out there, including on our very own booking engine, but these do not always allow the best designs. Attached to this article is a base template that you may wish to use as your template.

If you use our Web Booking Engine (WBE), chances are you will have Email templates stored there already. Similarly, if you already have a HTML template to use, please read our article "How to Setup A Template".

If you are using a template from the WBE, follow below:

1. log into the WBE at https://cloud-reservations.net and go to Hotels > Texts.
   Note: If it is a restaurant booking template these are stored under "F&B > Texts".
2. Find the relevant template in the dropdown menu.
3. Click the "Source" button
   
4. On your keyboard, press CTRL+A to select all of the code, then CTRL+C to copy the code.
5. Open Notepad, and then paste the code you have copied. 
6. Save the notepad file with a html extension. i.e. RoomConfirmation01.html. To do this, click File > Save As
   1. Enter the filename as whatever you wish to call it (We usually recommend to call it something relevant to how it is used) and add ".html" after the name.
   2. Be sure to select "All File Types" in the "Save as type" field in the "Save As" window.
7. Once you have the file, you need to save it in a location that is accessible to all those who need to use it. We recommend using UNC paths. (\\computername\folder\filename).
8. You now need to add it to HART. Please see the end of this article.
   
   

If you do not have a template to use, you will need to create one (or use the template attached to this article).

HART HTML Email templates use Smart tags to pull in data from the PMS, these smart tags are surrounded with $$ signs. For example $$Title$$ will pull in the guests title.

A list of PMS smart tags is attached to this article. For WBE smart tags, you will find a list under the cog button on the editor.

In order to use the template in HART PMS, please read our article "How to Setup A Template".