Automated messaging delivers a message to multiple guests automatically based on multiple reservation events, such as arrival/departure date, reservation updates, digital registration, etc.
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Automated Messages Overview
- Access the Automation
page
- Select Automated Messages under Guest Experiences
All the automations created will be displayed in the main board as follows:
Check below everything you can do through the Automation Board:
- Click on New Automated Message
- Add the Title of the Automated Message (not seen by the guest)
- Select the Recipient Type (multiple options based on the day of arrival/departure and events)
- Add a Filter Condition (if any)
- Schedule when the message runs
- Select Days when the message runs
- Choose Run Time
- Select which Automations you want to set for this message:
- Enable Multi-Reservation Messaging - Send guests an automated message for each reservation they have. (Recommended only for Pre-Arrival Messaging).
- Enable Missed Messages - Immediately send this message if a reservation is created after the scheduled date and time.
-
Send a message per room:
- Include Primary Guests if they are not assigned
- Send Message Based on Room Status and Arrival/Departure Dates: Automated messages will be sent based on each room's arrival date, departure date, and status within a multi-room reservation. This ensures that messages are appropriately timed for each guest's stay.
- Click to add more Automation Types:
- Type the automated message
- Save
Filter conditions are a set of rules that apply to a particular automated message, specifying which recipients should receive it. Multiple conditions can be included, find some examples below:
- Select the Automation Type: Message Guest
- Select a messaging channel if you have others enabled (e.g., SMS, Email, WhatsApp)
- Add a department (guest, managers, staff, or team)
- If it's a survey, select a Survey Template to add to this automated message or
- Type a Message from scratch
- Click to save
- There is a maximum 640-character limit on messages; it is not possible to save or send messages with more characters.
- Event-based automated messages will not have the missed messages option (e.g., Reservation Created, Checked-In, Checked-Out, Canceled, etc.)
- You can enable/disable those options at any time.
While in an open message or when setting up an automated message:
- Select the
icon
- Select the template type
to add into the message box
- Once you insert the template variable, it will paste a link into your message box. Add more templates to the message if you wish.
🚀 NEW! Tips & Hacks: Enhance Your Workflow! |
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In the Automation section, you can turn on Auto Archive Guests. This feature automatically archives messages that are sent from automation ⚡ The automated messages will be automatically archived until the guest responds. Once the guest responds, the message will be removed from the archived list and reappear in your inbox. It’s a win-win! 🏆 Clear your inbox and maximize your visibility! |
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