What It Does
Bulk Group Resumes lets you send all of your definite group resumes in a single action. Instead of generating and emailing each resume one at a time, you select a date range, preview the groups, enter recipient email addresses, and send. Every resume goes out in one email with individual PDFs attached, sorted by arrival date.
This is designed for the weekly ops handoff: getting all arriving group details to your hotel operations team before the week begins.
Where to Access It
Bulk Group Resumes can be launched from two places:
- Group Board: use this when you're already working in your group pipeline
- Reports menu: use this when accessing it as part of your weekly reporting routine
How to Send Bulk Group Resumes
- Open the Group Board
- Click Group Resumes in the toolbar. The modal is titled Send Group Resumes
- Choose the Property. This is required, and the modal says so until you pick one
- Select your date range using a preset or a custom range (see options below)
- Preview the groups that will be included, then review before sending
- Enter the recipient email address(es). This field is free-form: type an address and choose Add when it appears, then repeat for each recipient
- Add an optional message, which goes in the body of the email above the summary
- Click Send
All resumes are sent in a single email with PDFs attached.
Date Range Options
The date range determines which groups are included. Matrix offers three presets plus a custom option:
- Next 7 days
- Next 10 days
- Next 14 days
- Custom range: enter any start and end date
The date used for filtering is the first date in the Opportunity's Guestroom Grid, typically the group's arrival date.
What Gets Included
Only groups meeting both of the following criteria are included in the bulk send:
- Stage = Definite
- Guestroom Grid has data entered
Groups in any other stage (Prospect, Tentative, etc.) are excluded automatically. Groups with no Guestroom Grid data are also excluded.
What the Email Looks Like
The recipient receives a single email formatted as follows:
- Subject: Group Resumes |
{{Chain + Property Code}}{{Date Range}} - Body: Summary line: "Below is a summary of the
{{Property Name}}Group Resumes for{{date range}}" - Attachments: Individual PDF for each group, sorted by arrival date (earliest first)
Auto-Activities
When you send Bulk Group Resumes, any corresponding auto-activities tied to the group resume workflow are automatically marked as Completed. You do not need to manually close them out.
Questions? Email support@m1intel.com