FAQ: USING WORLDMATE AUTOMATION TOOLS

Q. What are automation tools?
Q. How does the WorldMate Outlook Add-In work?
Q. I got a booking confirmation email from my travel provider - what do I do now?
Q. I have a meeting in Outlook that is part of my trip - how do I add it to my itinerary?
Q. My meeting is in a different time-zone than my present one - how is that handled?
Q. Which travel providers' confirmation emails does WorldMate automatically read?
Q. WorldMate can't read my travel provider's confirmation email - what can I do?
Q. What are Unassigned Items?
Q. I am using Lotus Notes/I can not install Outlook Add-In/My email is not managed in Outlook/I am Using Mac computer.
Q. Can I have my travel agent send confirmation emails directly to WorldMate?


Q. What are automation tools?
A. We have created tools that will save you time and effort when creating itineraries:
  • Travel confirmation email forwarding - When you receive a confirmation email from your travel provider (flight, hotel or car rental), simply forward that email confirmation to trips@worldmate.com. The information will automatically be added to your travel itinerary.
  • Outlook Add-In - Downloading and installing the Outlook Add-In creates a toolbar that lets you send confirmation emails and meetings directly from Outlook.

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Q. How does the WorldMate Outlook Add-In work?
A. Downloading and installing the Outlook Add-In creates a toolbar that lets you send confirmation emails and meetings directly from Outlook. The Outlook Add-In can "read" the confirmation emails that you receive from travel providers and automatically create your travel itineraries in WorldMate. It also enables you to export meetings from Microsoft Outlook to your itinerary, saving you from manually adding information. Your information will be synced between your mobile device and the WorldMate Web site.

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Q. I got a booking confirmation email from my travel provider - what do I do now?
A. Select the email and click "Export Item" on the WorldMate toolbar. You may be prompted before the email is sent to WorldMate. WorldMate will attempt to "read" the email and will inform you of the results by a return email.

The data captured will automatically be added to an itinerary in the system, or will be used to create a new itinerary. If the travel information does not match an existing itinerary and a new itinerary cannot be created, the travel item will be saved in the "Unassigned Items" box. (Read more about unassigned items.) If WorldMate cannot read a valid confirmation email, learn more here.

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Q. I have a meeting in Outlook that is part of my trip - how do I add it to my itinerary?
A. Select the meeting in your calendar and click "Export Item" on the WorldMate toolbar. The meeting will be sent to WorldMate; if a relevant itinerary exists it will be automatically added to it. Otherwise it will go into the "Unassigned Items" box. (Read more about unassigned items.)

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Q. My meeting is in a different time-zone than my present one - how is that handled?
A. WorldMate assumes that it's easier for you to enter meetings according to the time where the meeting will be held. If a meeting is in your calendar at 9 a.m., WorldMate assumes you mean 9 a.m. at your meeting location. The meeting will be entered in your itinerary based on your destination time-zone, and send you meeting reminders.

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Q. Which travel providers' confirmation emails does WorldMate automatically read?
A. View the current list of supported travel providers.

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Q. WorldMate can't read my travel provider's confirmation email - what can I do?
A. This most likely means that we do not yet support your travel provider. View the current list of supported travel providers.

If your travel provider is not listed
To help us prioritize which providers to support next, please send us an email. Include the name of the provider in the subject line and, if possible, attach a sample of the confirmation email you received from the provider.

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Q. What are Unassigned Items?
A. Unassigned items are meetings or travel bookings that the system was not able to automatically assign to a trip. This either means that you did not have a matching itinerary or that some information was missing in the booking and the system was unable to make the match. You can use the WorldMate Web site to assign them to a trip.

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Q. I am using Lotus Notes/I can not install Outlook Add-In/My email is not managed in Outlook/I am Using Mac computer.
A. You can forward your confirmation emails directly to trips@worldmate.com. Any confirmation email you send to this address will can be seen on your Web itinerary and your mobile device.
Please note: Your travel emails must be forwarded from an address that is included in your account profile. Not sure what emails you've associated with your WorldMate account? Log on and go to "My Account," then click the "Email Address" button.

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Q. Can I have my travel agent send confirmation emails directly to WorldMate?
A. Your travel agent or online travel site can add a cc address to the confirmation emails they send you: cc@worldmatelive.com. Every confirmation email sent this way will be automatically added to your Itineraries.

For this feature to work properly, the "To:" field in the travel providers' emails must be the email you use to sign in to WorldMate. For example, when your travel agent sends you a confirmation email, your email address will be in the "To" field and cc@worldmatelive.com will be in the "CC" address line of the email.

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