Processing
Record in batch
It is possible to record multiple outstanding visits at once, by way of batch recording.
Go to Exhibitions > Processing > Record in batch.
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After acquiring the needed exhibition visits by way of the available search criteria, the visits to be processed can be selected (checked) and subsequently recorded (with the selected payment method) by clicking Process.
In case invoicing is chosen during this process, then Recreatex will prepare the records for final invoicing (through the Recreatex Sales module).
SMS notifications
The processing functionality SMS notifications allows you to send SMS messages from within the Recreatex application to notify customers about their exhibition visits.
To be able to access and use this functionality, you need the following module licenses:
Timeslot ticketing
SMS
Set up and send SMS notifications
In Recreatex, go to Timeslot ticketing > Processing > SMS notifications
In the Exhibitions SMS notifications screen define your selection criteria and search for relevant exhibition periods:
Exhibition (1)
You can select 1 specific exhibition. Without selecting an exhibition, periods of all active exhibitions will be included in the selection.
From date/time (2)
By default, the field shows the current day, the start of the day.
Till date/time (2)
By default, the field shows the current day, the end of the day.
Only show blocked timeslots (3)
Select this option to show only exhibition periods that are fully booked (Modify exhibition period > tab General > option Full is selected).
Click Search periods (4) to populate the Exhibition periods overview (5). All exhibition periods in the overview are selected by default. Deselect any, if needed.
Search for the relevant visits.
Only show cancelled visits
Filter the cancelled visits only, if you want to inform customers in case their visit has been cancelled.
Cancellation reason
Optionally, choose a specific cancellation reason to filter and display only those visits that were cancelled for that particular reason.
Click Search visits (7) to generate the list of relevant exhibition visits (8). Select all exhibition visits for which you want to send an SMS notification.
Exhibition visits highlighted in red indicate that the phone number of these customers is either missing or incorrect in the contact details. As sending SMS notifications for such visits is impossible, they cannot be selected in the list.
Exhibition visits highlighted in darker grey indicate that the customer did not give SMS permission, which is also reflected by the absence of a checkmark in the SMS allowed column.
In the section Sms, choose how you want to compose the SMS message:
Sms template (9): Select a template previously created in the SMS module, under SMS > Settings > SMS templates
Free text (10): Type a simple SMS message directly. The max. length is 1530 characters, divided over a maximum of 10 SMS parts.
Anmerkung
For SMS notifications of the type Exhibition, you can use available merge fields from the following tables: Address, OrganisedVisits and ExpositionPeriods.
Click Send SMS (11) to generate the SMS messages and add them to the SMS messages queue for further processing.
Follow up SMS notifications
To follow up on the SMS notifications related to exhibition visits, go to the module SMS > SMS messages and select the type Exhibition. To narrow down your search, you can select additional filter options: From/till date/time, status, or specify an SMS template.
You can open a read-only detail of each SMS notification. In the tab General you can find comprehensive information including the message type or status. The tab Origin shows the visit number and customer name in the Organized visit field, along with the start and end dates/times of the exhibition period in the Exhibition period field.
