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Email setup

In order to setup email confirmation sending, navigate to Admin > Email Settings and click +Add New

email-setup

Email how it works

When logged into the back-office with a user (for example, your_user@betterez.com) that is simultaneously used as the email of the transaction (your_user@betterez.com), the user WILL NOT receive a confirmation email with the pdf ticket. The reason is that the system sees that the person logging in is the same customer completing the transaction. Since the person making the purchase has access to the back office, the system assumes that the user does not require the confirmation because he/she has access to the back-end of the system and will be able to find the transaction and ticket to print, if necessary.

No confirmation email for login users

Once administrators or agents log into Betterez to purchase a ticket via the back end sales portal by using their login email in customer information field, they won't receive the purchase confirmation email as they can check and download it at any time in Betterez platform.

Exporting data

If you choose to download All of the records, the report will be processed in the background and will be emailed to you when it is ready. Depending on the size of the report, this may take some time (large reports may take 30 minutes or more). The report will be sent to the same email as your user in Betterez.

reportsexportcsvscheduled-reportscheduled report

Domains

When purchasing a product from reservation (where the confirmation email has a link to change the ticket) or product that requires redeeming an item (such as bundle or flexpass), the link in the confirmation email will point to the first url that is available for that product. Even if it is available for All Domains or for several domains such as Domain 1 and Domain 2 it will always link to the Domain 1.

accountcustomwebsalesdomainssubdomainsproductspayments

Manifests

There can often be disruptions to services or specific operational updates that require notifications to customers. The manifest email notification is available to provide live email messages to customers (NOT passengers) who have purchased tickets in a given manifest.

manifestscapacitybusredemption

Products - parcels

Checking the Add tracking link in email will add a link in the confirmation email that will point to the Ship track tracking page with the shipment Id. For this link to work the Ship Track company Id needs to filled as well.

parcels

Customers report

You can also download this data in CSV format by selecting the download button and entering an email address where the report will be sent to you in CSV format.

customersreports

Print templates

You can enable print templates in the print settings admin area. Once enable you can select a template collection from the list. Notice that most template collections are used only in the backoffice channel for printing purposes and for other channels or to attach to email the "Default" collection will be used.

printingprint templatesprinters

Interline

The Invitations page allow you to send an invitation via email to a potential provider that already owns a Betterez account.

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Webhook configuration

The subscription to webhooks are a premium feature that can be enabled in each account. To enable webhooks, please send an email to sales@betterez.com.

Currency Exchange report

There is a significant amount of data that is available in the Currency Exchange report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

exchangecurrencymulticurrencyreports

Ridership report

Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

ridershipreports

Vouchers report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

vouchersreports

Special service requests report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

ssrsspecial requestspecial service requestsreports

Agency commission report

There is a significant amount of data that is available in the Agency commission report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

agenciesnetworkcommissionsreports

Journeys report

There is a significant amount of data that is available in the Journeys report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

journeysreports

Logins report

There is a significant amount of data that is available in the Items report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

Logins reportLogins

Shifts report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

shiftreports

Items report

There is a significant amount of data that is available in the Items report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

itemsreports

Redemptions report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

redemptionsredeemable itemsreports

Parcel report

You can use the gear icon to toggle between the different fields and select the data you want to view. Don't forget that the columns can be dragged and dropped and placed in a custom order. Use the download button next to the gear icon to download the page you are viewing or all the data contained in the filter and the fields you have selected in csv format to the email address associated with your account.

parcelreports

Promotions report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

promospromotionsreports

Where's my bus?

Also on the confirmation email attached to a specific reservation, there is a section that says Where's my bus? Click Here

bus-tracking

Move

In the case where transaction has one Customer but the ticket has a different passenger (ex: customer buys a ticket for a relative) if you change or move this ticket using a regular move, the Customer and Passenger will remain as in the original transaction. But if the ticket is moved using unrestrictive move, the resulting transaction will create a new customer with the passenger information provided. Example. Customer A with email a@a.com purchases a ticket for Passenger B with email b@b.com. If this ticket is moved using the unrestrictive move it actually creates a new customer with the Passenger B information. The new transaction will have then Passenger B both as customer of this transaction and passengerfor the ticket. So for unrestrictive move if customer and passengers are not the same, it actually creates a new customer with the passenger information.

moverestricted-moveunrestricted-moveiropsbulk-move

Refunds report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

refundschangescancellationsreports

Parcel scans report

You can use the gear icon to toggle between the different fields and select the data you want to view. Don't forget that the columns can be dragged and dropped and placed in a custom order. Use the download button next to the gear icon to download the page you are viewing or all the data contained in the filter and the fields you have selected in csv format to the email address associated with your account.

parcel scansreports

Create New Customer

A new customer is automatically created every time there is a unique combination of name and email at the time a customer purchases a ticket and it picks the information of the payment screen. The customer wont be the passenger (the person travelling) but the person actually paying for the tickets. In most cases this is the same person but it can change when a person is purchasing a ticket for another person or when there are more than one passengers in one transaction.

New Customer

Sequence report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

sequencereports

Tickets report

There is a significant amount of data that is available in the ticket report. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

ticketsreports

Self service change

On the confirmation email attached to a specific reservation, a section asks Want "Want to change the ticket? Click Here"

change

Loyalty

Message to inform loyalty points in purchase email: Enter the message informing the customer how many points have been accumulated in a transaction.

loyalty-configuration

Single Sign On

You will need to enter the properties inside the <attributes> payload of a successful CAS response that identify the email, first and last name for the customer in cases we need to create a new customer in Betterez.

websales

Loyalty movements report

There is a significant amount of data that is available in the Loyalty Movements report. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the gear icon to toggle different fields and select the data you would like to view. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

loyaltyreports

Lealtad

Mensaje para informar puntos de fidelidad en el email de compra: Ingrese el mensaje informando al cliente cuántos puntos se han acumulado en una transacción.

configuración-de-fidelización

Data Archiving

If you want to get data that overlaps both Active and Archived date ranges, your only option currently is to select the date range that goes beyond the Active range, and to download all, which will email you data from both data sources. You will have to merge this data on your local machine currently. We are in the process of enhancing this experience, so look for improvements in the customer experience in the future.

data archivingarchivingreports

Configuración de correo electrónico

Cuando inicia sesión en el back-office con un usuario (por ejemplo, su_usuario@betterez.com) que se utiliza simultáneamente como el correo electrónico de la transacción (su-usuario@betterez.com), el usuario *NO *recibir un email de confirmación con el ticket en pdf. La razón es que el sistema ve que la persona que inicia sesión es el mismo cliente que completa la transacción. Dado que la persona que realiza la compra tiene acceso al back office, el sistema supone que el usuario no requiere la confirmación porque tiene acceso al backend del sistema y podrá encontrar la transacción y el ticket para imprimir. , si necesario.

configuración de correo electrónico

Payments report

You can use the gear icon to toggle different fields and select the data you would like to view. Don't forget that the columns can be dragged-and-dropped and positioned in a custom order. Use the download button beside the gear icon to download either the page you are viewing, or all of the data contained within your filter and fields you have selected into a csv format to the email address associated with your account.

paymentsreportsAVSonline-payments

Bundle redeemable item

When a bundle is purchased, the client will always receive a ticket confirmation that will have all of the redeemable item codes on the pdf that arrives to the client email. The number of codes on the pdf depend on how the bundle is configured for sale.

Deep linking

For instance if you'd like to up-sell a holiday trip running on December 24, 2017, you can get a custom URL from the Betterez websales page - with origin, destination, travel date and fare type pre-selected - and post it directly on your website, so that all the customer has to do is select the trip that's right for them then enter their name, email and payment information to complete the purchase.

deep-linkinglinking

Payments online refunds

To enable this option client needs to call PayPal and provide email or phone number under their PayPal account.

Promos

Any name (first and last name) and email combinations entered in this section will be matched against information gathered for the passenger associated with each ticket. If no match is found, the promo will not be applied. If no entries are added to this section, then no validation will be performed.

promospromopromotions

Flexpass

Once you click Pay you will be brought to the Payment Confirmation screen containing the transaction number and an automatic download will occur with the Transaction details (containing the Flexpass ID) and Flexpass (containing the transaction number) for printing. The customer will also receive an email with the transaction details and the Flexpass ticket to the address provided.

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