Once your IT team have implemented our the Opera Cloud integration (reach to your UpMail account manager for the latest instructions), when UpMail users click on the link in their Opera cloud interface, it will automatially populate the email and other supporting document (Event Schedule, Contract, etc.) in UpMail.
It's similar to a "mail-merge" as it will populate data from speciifc fields from Opera Cloud.
You can find below the standard list of fields available from Opera Cloud.
Additional fields can be extracted if needed, you will need to contact your UpMail account manager for more information.
Any of the fields below can be used in UpMail text snippet with the following tags: [[field tag ]]. For example: "I am pleased to send you our offer for the meeting of [[acc_name]]."
Field | Description | UpMail Tag |
Company/Account Name | Name of the account (client) | [[acc_name]] |
Company/Account Address | Name of the account (client) address | [[acc_address]] |
Company/Account Phone number | Name of the account (client) Phone number | [[con_phone_number]] |
Contact First Name | First Name of the client (the person) | [[con_first_name]] |
Contact Last Name | Last Name of the client (the person) | [[con_last_name]] |
Contact Email | Email of the client (the person) | [[con_email]] |
Contact Phone number | Phone number of the client (the person) | [[con_phone_number]] |
Name of Owner of the event | Name of Owner of the event (Opera user) | [[block_owner_name]] |
Owner First Name | First Name of Owner of the event (Opera user) | [[block_owner_first_name]] |
Owner Last Name | Last name of Owner of the event (Opera user) | [[block_owner_last_name]] |
Owner Email Address | Email address of Owner of the event (Opera user) | [[block_owner_email]] |
Arrival date | Arrivale date in format: DD/MM/YYYY | [[arr_date]] |
Arrival date | Arrivale date in format: Month, DD, YYYY | [[arr_date_form]] |
Departure deta | Departure date in format: DD/MM/YYYY | [[dep_date]] |
Departure deta | Departure date in format: Month, DD, YYYY | [[dep_date_form]] |
Number of delegates | Number of delegates | [[max_attendees]] |
Total number of bedrooms | Total number of bedroom for this event | [[total_bedrooms]] |