Audience: All users As part of the Event feature, we have configured system-generated notifications scheduled to be delivered to your Guests to ensure they complete their actions on time.
Platform notifications are delivered via Email and SMS. The following table summarizes the notification triggers and messages sent.
Tip: Guest users with incomplete profiles (missing or incorrect mobile numbers) will
not receive SMS notifications.
Customers who have subscribed to the first Guest T&E offer can customize these notifications. Please contact our customer success team for more information. Email Notifications
During registration the first person to create an account on behalf of your business will be taken through our onboarding journey and receive various email notifications to guide them through the set-up.
Once an Administrator creates an Event; defines dates and invites guests’ users to attend, the following summaries the email notifications that will be issued.
Notes: - We recommend the 1st Invite email is sent from your business email address to encourage engagement and early responses. - Customers who have subscribed to the first Guest T&E offer can customize these notifications. Please contact our customer success team for more information.
| Trigger / Condition | Email Notification |
Email Invite - To be sent from your business email address.
Note: It is recommended this email is sent from your business email account to encourage initial enrollment into the event workflow for guests, as people are cautious of email spam, and will not be looking for an email sent from the Amex GBT Guest platforms initially. | Advice:
Use the same name as the Event Purpose configured in the Guest T&E platform which the guest has been invited to.
Clearly outline the dates by which they are expected to register, complete their profile and book.
Include a link or summary of the Event details, location, agenda and participant expectations.
Include a link to your businesses travel and expense policy.
Clearly outline an example of an acceptable in policy trip (as an example).
Clarify how trip expenses are to be paid for or reimbursed.
Include a link to the Guest T&E platform so Guest Users can authenticate and commence the process.
https://app.neo1.com/forgot_password |
Email 1 (Optional).
IF an Administrator manually invites a User from People>User admin view. |
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Email 2 (Optional)
IF a User wishes to reset their password.
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Email 3 - Ready to Book
IF a Guest User has authenticated, completed their profile and a payment method is established.
Note: In the case of using virtual Cards, this email is automatically triggered once a budget has been successfully allocated to an issued virtual Card.
In the case of using various payment methods for a trip, timing will vary based on your payment method set-up and users completing their profile. |
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Email 4 - Travel Itinerary
IF a Guest User has booked a trip, either Online or via our Offline service, an email is sent confirming details of each booking, and with any changes.
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Email 5 - Spend Activity
Sent daily.
For supervisors providing a snapshot of spending activity across the platform.
Details will vairy depending on activity and configuration. |  |
