Introducing Email Options

Objective

After completing this lesson, you will be able to customize Email Options on the Travel Configuration Page.

Introduction to Email Options

Concur Travel automatically sends various types of email notifications - such as confirmations, reminders, ticketing notices, and cancellation alerts - to travelers and administrators. Organizations can customize these email options to manage how and when travelers receive information about their trips.

The image displays six icons, each representing a different type of email Concur Travel can send: Confirmation/Reservation Emails, Ticketing Emails, Reminder Emails, Trip on Hold Reminder Emails, Email Hotel Map Directions, and Cancellation Emails.

This lesson will cover the following options:

  • Confirmation/Reservation Emails
  • Ticketing Emails
  • Reminder Emails
  • Trip on Hold Reminder Emails
  • Email Hotel Map Directions
  • Cancellations Emails

To access Email Options on the travel configuration page, use CTRL + F to search for the setting as depicted in the following graphic.

The image shows CTRL F was used to enable a search for keywords email options on the Company Travel Configuration page, The Email Options section on the Company Travel Configuration page is highlighted and shows various email notifications including Confirmation Emails, Ticketing Emails, Reminder Emails, Trip on Hold Reminder Emails, Email Hotel Map/Directions, and Cancellation Emails.

Confirmation/Reservation Emails

The image shows the Confirmation Emails section of the Email Options highlighted and Send Confirmation Emails selected in the drop down list. An additional section is highlighted that shows the Travel Reservation Email Subject which is entered as, Concur Itinerary on {DEPDAY ({RECLOC}).

Confirmation Emails are one of the key notification types you can manage on the Travel Configuration Page.

  • When enabled: Concur Travel will automatically email the traveler a detailed itinerary each time they complete a booking or make a change to a trip by selecting the Purchase Ticket or Confirm Booking buttons
  • When disabled: Concur will not send confirmation emails, shifting the responsibility to the travel agency to communicate booking confirmation details directly to travelers
  • Exceptions: Regardless of whether confirmation emails are enabled or not, Concur Travel will always send: Itinerary emails to travelers who have placed trips on hold and notifications when a trip that was on user-hold or approval-hold is automatically cancelled

You can't change the body of every Concur Travel email, but you can customize the subject line of confirmation emails using the Travel Reservation Email Subject field. This option lets you specify what appears in the subject line, making it easier for travelers and administrators to identify and organize reservation emails.

You can include specific trip details in the subject line by using special field codes. These codes must be entered exactly as shown, with uppercase letters and curly braces. The following codes can be used to include the date of departure and record locator:

  • To include the date of departure:
    • Use {DEPDAY}
    • Example: Travel Booking confirmation for {DEPDAY}
    • This will display as: Travel Booking Confirmation for 12Dec 2024
  • To include the record locator:
    • Use {RECLOC}
    • Example: Booking Confirmed: {DEPDAY} - {RECLOC}
    • This will appear as: Booking confirmed: 12DEC 2024 - XY73Z9

Caution

The codes are case-sensitive - they won't work if entered in lowercase. Curly braces {} are required for the system to recognize and replace the codes with the correct information.

Ticketing Emails

The image displays the setting for Ticketing Emails. A drop-down menu is open with three options: No Automated Emails, Send Email on Ticketing, and Send Email on Ticketing (Concur Only). The option Send Email on Ticketing is highlighted.

A Ticketing Email is sent to travelers once their trip has been ticketed in Concur Travel. This serves as a final confirmation that the travel documents have been issued.

Review the following points to learn when to enable or disable this option:

  • Enable Automated Ticketing Emails If you want Concur Travel to automatically notify travelers after ticketing, keep this feature enabled
  • Disable (Select No Automated Emails) If your Travel Management Company (TMC) or agents already send separate notifications, PDF invoic4es, or links to itineraries and tickets, you should disable this feature. This helps prevent travelers from receiving duplicate notifications

If you enable Ticketing Emails ,you can enter custom text for the email subject line in the Ticketing Email Subject field as depicted in the following graphic.

The image highlights the Ticketing Email Subject section and, specifically, the text field with Ticketed:Concur Itinerary entered.

Note

This subject field does not support trip-specific tags (such as dates or record locators). Only plain text is accepted.

Reminder Emails

The image is of the Reminder Emails section. A drop down menu is expanded, displaying options to send reminder emails 1 to 5 days before travel, or to select No Reminder Emails.

Reminder Emails are automatic notifications sent to travelers to remind them of upcoming trips. You can choose whether to set a reminder email for the traveler. If you choose to send a reminder, you need to specify how many days in advance the reminder should be sent.

For example, if you set "1 day before travel" and the trip is on January 15, the reminder will be sent on January 14.

Note

All reminder emails are sent at 3:30 a.m. Eastern Time. For example, if travel is on January 15, the reminder email will be delivered at 3:30 a.m. EST on January 14.

You can use the Reminder Email Subject field to customize the subject line of the Reminder Email. You may include the departure date and record locator to help travelers identify the trip easily. To enter either of these, use the following codes:

  • Use {DEPDAY} to insert the date of departure
  • Use {RECLOC] to insert the record locator

Note

Tags are case sensitive and must be in UPPERCASE. Tags must be enclosed in curly braces {} (Example: {DEPDAY})
The image shows instructions for configuring reminder email subjects. It states that you can include the Date of Departure using {DEPDAY} and Record Locator using {RECLOC}, both are case sensitive and must be enclosed within curly braces. Below, a text box is highlighted that displays the sample subject: Reminder: Upcoming Travel.

Trip on Hold Reminder Email

The image highlights a section labeled Trip on Hold Reminder Email Subject with a text box containing the example subject: Trip on Hold Reminder: {DEPDAY} {RECLOC}.

The Trip on Hold Reminder email notifies travelers when their reserved trip is about to expire. This reminder encourages travelers to submit their reservations for purchase to secure their fare and helps managers keep ticket costs down and avoid the hassle of reinstating fares.

Enabling the feature is as simple as entering text in theTrip on Hold Reminder Email Subject field. The reminder email is sent approximately four hours before the ticketing deadline. The email content will match the standard "trip on hold" notification, except the subject line will come from your configuration, so be sure to make it clear and specific.

Note

If this four-hour window falls before 8 a.m. or after 4 p.m. (agency local time), the reminder will be sent at around 4 p.m. on the previous business day.

Consider the following when customizing the subject line:

  • Suggested format: Trip on Hold Reminder: {DEPDAY {RECLOC}
  • {DEPDAY} inserts the departure date: {REC} inserts the record locator
  • Both codes must be in uppercase and enclosed in curly braces {}
  • The subject line is limited to 50 characters
  • All email addresses related to the traveler - including arrangers - will receive this reminder

If you need to disable the Trip on Hold Reminder emails, leave the subject line blank and then save to effectively disable the emails.

E-mail Hotel Map/Directions Default

The image displays the E-mail Hotel Map/Directions Default section including a drop down list showing the following options: Do not include directions to hotels, Include directions to hotels, and Include directions and maps to hotels.

This setting controls whether Concur Travel includes directions and/or maps to the hotel in itinerary emails for air or rail trips booked with a hotel. By default, the drop down determines if text directions and maps are added, but users can change this option during booking. the configuration options are:

  • Do not include directions to hotels - No directions or maps included by default
  • Include directions to hotels - Text directions included by default
  • Include directions and maps to hotels - Both text directions and a map included by default

Cancellation Emails

The image shows two settings. The first setting is Cancellation Emails with a drop down menu showing the selected option is Send Cancellation Email and the other option is No Cancellation Emails. The second setting is Cancellation Email Subject, with the field showing Cancelled: {RECLOC}.

This setting controls whether Concur Travel sends a cancellation email when a user or arranger cancels an entire trip in the system.

  • Enable to notify users and arrangers by email
  • Disable to turn off notifications

Consider the following when updating this setting:

  • No email is sent if an agent cancels the trip directly in the GDS
  • Cancellation emails are sent regardless of booking source (GDS, direct connect, Travelfusion, etc.)
  • These emails are separate from auto-cancel emails sent for missed ticketing deadlines

If you choose to send cancellation emails, you can use the default subject line or customizeit. You can include the following fields in the subject line for clarity:

  • Date of Departure: {DEPDAY}
  • Record Locator: {RECLOC}
  • Trip Name: {TRIPNAME}

Note

Tags are case sensitive and must be in UPPERCASE. Tags must be enclosed in curly braces {} (Example: {DEPDAY}).

Summary

  • Configure email types: confirmation, ticketing, reminders, trip-on-hold, hotel directions, and cancellation
  • Customize subject lines; use uppercase tags {DEPDAY}, {RECLOC}, {TRIPNAME}; include curly braces
  • Enable ticketing emails to notify after ticketing; disable if your travel agency already sends ticket notices
  • Set reminder timing; emails send 1–5 days before travel at 3:30 a.m. Eastern
  • Trip-on-hold reminders send about four hours before deadline; subject enables feature; 50-character limit