Execute a task based on a periodical event

How to send periodical notifications



Used Business scenario: Pre-arrival information needs to be sent to customers 14 days before arrival and it needs to be executed daily at 9:00 AM.

How to create a periodical task

  1. Enter a name
  2. Choose the context  → reservation
  3. Choose the type of trigger → periodic
  4. Optional to enter a description



How to create an action

  1. Enter a name
  2. Choose a type of receiver → customer
  3. Select email report you want to send → For example, "Pre-arrival information"


How to create conditions

  1. Choose if the execution should take place hourly, daily, weekly or monthly
    1. In this example, the notification manager will check daily if there are reservations with an arrival date 14 days from today
  2. And → 
    1. parameter: Arrival date
    2. Operator: Equals
    3. Value: Current date (meaning today)
    4. Plus or Minus: Plus 14 days




How to calculate the impact of a periodical task

  1. Click on the "calculate impact" button to test if the shown number of impacted reservations matches the expected and realistic number of reservations impacted by the task.  


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