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Scheduled emails 4 replies

Chris Hynes
Sep 4, 2014 11:08 AM
OR Team Member Joined Oct, 2012 1403 posts

You're right -- we don't currently have a way to assign a scheduled email to one property and not another. This is high on our priority list, but we're working through a couple of things first to make sure we get it right and add the flexibility to handle all possibilities.

There are a couple of ways you can work around this to address your scenario:

- For the landscaper and cleaners, you could set up a third party alert on the property instead of using a scheduled email for this. That will send him a notification every time a booking is created. It's not as clean as the scheduled emails and it won't allow you to add custom information, but at least it will let you segregate the notifications.
- You can mail merge fields from the property into the email by using the custom fields feature. We've got a walkthrough of this here: https://www.ownerrez.com/blog/custom-fields-for-email-templates (when looking at that, the location to get to the custom fields has changed -- it's now in the settings menu at the top). You can create a custom field for, say, lock code or address, and then set different values in the property screen. Then refer to that field in the email itself and everything will merge through.

Scheduled emails 4 replies

Glenn Moore
Sep 4, 2014 10:40 AM
Joined Nov, 2012 79 posts

Hi, I love the scheduled emails that this system does - especially with variables.

I do have a question though.

I have been using it for a long time with a single property and that has worked out well. I now have a second property. I am not sure I am missing something, but how can I

a) Have some scheduled emails assigned to a booking for one property and not the other
b) Have content within the scheduled email relevant to the property

for example with point a) I have a landscaper for one property and I like sending him a reminder not to service while guests are there on one property, but the second property is a condo in another city and there is no landscaper needed. b) I have a reminder email to guests as to the address and codes. Obviously the codes and addresses are different per different properties. Also b) I send a reminder to cleaning staff for the property and therefore the email address is specific to property.

I think I am not finding the proper process to segregate my scheduled emails. Am I missing something?

Tx
Glenn

Access to Back-End Data 8 replies

Michael A
Aug 21, 2014 11:04 AM
Joined Aug, 2014 3 posts

Thanks for the quick reply.

I am a programmer, C#,vb,php,python,bla bla

I am in the process of creating a few websites for the Gated Retirement Community where I live called Country Roads Village with 1200. I have gotten into the politics in Country Roads, which offers an unbelievable variety of activities from Dancing to the Arts. We have world class; Pottery studio, Lapidary Studio, Wood working Shop and much more. I am building a web application for Residents to get information on the activities for the Day or Week, there are a host of Clubs and Groups. 2 Tennis, 2 Pickle Ball, 10 Championship sized Pool Tables and on and on. I am also building a secure site for the Board of Directors and management of Country Roads Village. There are 35 maintenance people, so in the future I will build a job flow site.

I have been modifying an old Real Estate site that also includes rentals, but it is designed for property managers, not home owners. I could modify the code, but I have so many projects going right now, your app seems to eliminate a lot of my time.

There are a lot of older people here, that is going to require me to hold classes on how to operate the website and in many cases I will just do the work for them. I have already started taking pictures and logging into the database all the pertinent information on both Sales and Rentals.

This is a vacation village. There are maybe 200 people here right now. Why, it is Yuma Arizona where the outside temps are 110F

We are only one in many Retirement Communities in Yuma Arizona. My plan is to start in Country Roads and then reach out to others. Yuma grows from a population of 60,000 in the Summer to 120,000 in the Winter. Phoenix, Flagstaff, Tucson and the Grand Canyon to follow.

Now I will be anchored by the fact that Country Roads and many others maintain a strict 55 year old policy. The rules read "One house hold member must be 55 years old or older" Children are not allowed in the Common area(the pools and all of the activities) unless it is a major holiday.

All guests and potential renters must be 55 as well

If you think we might me a fit, please send over the API Docs.

Thanks for your time
Michael Alberga

Access to Back-End Data 8 replies

Chris Hynes
Aug 21, 2014 12:44 AM
OR Team Member Joined Oct, 2012 1403 posts

We do have a full API, but currently it's shared with a select few partners as the surface area is a bit tight. Can you give me an idea of the kinds of operations you'd like to do (add properties, create bookings, answer inquiries, rate quotes, etc.)? We'd be happy to open things up to you if we've got the right fit. I can send you over an API doc that will outline what we currently support if that would help.

That sounds like a great opportunity for owners to make use of their properties and share with guests. To clarify, when you say 55 or older, does that mean that the owners must be 55 or all guests and potential renters must be 55 as well?

Yes, you are correct -- if you use our credit card processing, the app is free. We can set up direct processing, or white label with you integrating with owners separately.

Access to Back-End Data 8 replies

Michael A
Aug 20, 2014 5:29 PM
Joined Aug, 2014 3 posts

Was there an answer to the post?

I am a programmer and would like to know what I am able to work with. I am building a website for our community of 1200 homes with about 40% used as rentals since we are in a very seasonal town, Yuma AZ. Many older adults where I am going to have to hold their hand or just do it myself.

Most owners are wanting to rent their places for the season 6 months Nov - April

I have lined up a house cleaning service, that will enable property owner the ability to rent their places by the week or more important, I am going to extend the season to include May and June by offering workshops in Pottery, Glass Blowing, Wood Carving, Lapidary, Jewelry making.

The limit I face is that the community is a 55 year old or older.

Do I understand correct, if we use your credit card processing, then we will not be charged for the app?
Your comments are appreciated

Any new changes come in soon? 1 reply

Michelle J
Aug 20, 2014 7:41 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Claudia,

Yes, it's been awhile - that's because we've had to spend a lot of time with some of our partner integrations, both in terms of calendar syncing and payment processing. We're in the middle of a large months-long overhaul to payments and security deposits. We plan on some new onboarding features, better payment features, notes and auto-responders in the near future.

-Michelle

Any new changes come in soon? 1 reply

cp9293
Aug 19, 2014 10:38 AM
Joined Apr, 2012 395 posts

Hi All,

We haven't heard from anyone in a while. I was wondering if you guys were working on something or if things are status quo?

Any exciting changes coming? If so, when are they expected in?

Thanks,
Claudia

Modifying the rate structure 1 reply

Chris Hynes
Jul 10, 2014 10:04 AM
OR Team Member Joined Oct, 2012 1403 posts

We don't have anything in place to do this automatically right now.

I've added rate bands like you've suggested to our list of ideas to research and implement.

Exporting email addresses 2 replies

J. Marker
Jul 9, 2014 4:42 PM
Joined Sep, 2012 19 posts

Thank you, Chris. We'll give this a try! Will definitely save us some extra work.

Laurie

Testing templates 5 replies

J. Marker
Jul 9, 2014 4:41 PM
Joined Sep, 2012 19 posts

Thank you! We'll give this a try.

Laurie

Testing templates 5 replies

Chris Hynes
Jul 9, 2014 12:49 PM
OR Team Member Joined Oct, 2012 1403 posts

There's not a "send test email" button right now, but you can do it like this:
- Disable the email template (so it won't automatically go out)
- Create a test booking with your email address
- Go to the email tab of the booking
- Add the scheduled email for the template you added (you can still manually add disabled email templates here)
- Click the "Send Now" button for that email to send a test -- you can do this over and over

You can also see a generic preview of the email as you're editing it by clicking the "Preview" button in the bottom right.

Exporting email addresses 2 replies

Chris Hynes
Jul 9, 2014 12:41 PM
OR Team Member Joined Oct, 2012 1403 posts

You can export any master grid (quotes, bookings, inquires, etc.) to Excel or CSV using the export button at the top right of the screen. When exporting, we add several extra columns that aren't on the grid, like email address, phone, inquiry source, etc. Filter the grid to show all, then click export, and that should give you a spreadsheet with all of the data you need.

We don't have a specific export for Constant Contact, but you should be able to pull the email and name columns from the normal export and make something that Constant Contact can handle.

Modifying the rate structure 1 reply

J. Marker
Jul 9, 2014 12:25 PM
Joined Sep, 2012 19 posts

Hi,
We've used Owner Reservations for 18 months now and really appreciate the system. It makes us more efficient in many ways. However, we band our rates by the size of the group staying at our homes, for example - 4 to 9 guests, 10 to 15 guests, and and 16-20 guests. We aren't structured in a way where we have a base rate which increases with each additional person, so we have to manually adjust each quote before it goes out. That's okay, but just wondered if there was any way to customize your system a bit more for our needs.
Thank you!
Laurie Elliott

Testing templates 5 replies

J. Marker
Jul 9, 2014 12:16 PM
Joined Sep, 2012 19 posts

We are going to construct several scheduled templates, and just wondered if there was a 'best way' to test these before fully putting them into production.

Thank you!
Laurie Elliott

Exporting email addresses 2 replies

J. Marker
Jul 9, 2014 12:12 PM
Joined Sep, 2012 19 posts

Hi,
We are using 'Constant Contact' as a marketing tool and wondered if there was a way to upload/export email addresses collected on Orez with our quotes or bookings. Right now we add them manually to a spreadsheet and send them from there, but cutting out that middle step would be very helpful - and you have the most up-to-date info stored on your system.
Thanks!
Laurie Elliott

send an email template twice? 2 replies

Jacques L
Jun 27, 2014 8:42 PM
Joined Jun, 2014 50 posts

I figured that was my best bet, but trying to avoid cut/pasting whenever possible. Thanks for confirmation.

send an email template twice? 2 replies

Chris Hynes
Jun 27, 2014 8:34 PM
OR Team Member Joined Oct, 2012 1403 posts

There's no way to automatically send the same email twice. You could manually go into the email tab of the booking and resend it, but that sort of defeats the whole point of what it sounds like you're trying to do.

I'd recommend just creating two separate email templates, and then copy/paste the body between them. You'll likely want to make the email body slightly different anyway, if one goes with the payment and one goes the week before the stay.

send an email template twice? 2 replies

Jacques L
Jun 27, 2014 10:45 AM
Joined Jun, 2014 50 posts

Historically, I have sent an email with basic information about a stay at the time of first payment, and then the same thing plus a few specifics (as well as anything that might have changed since then) 1 week before the stay begins.

Is there any way to schedule 2 of the same email without cut/pasting. I think I can't make the whole text a custom field, because I use a lot of {PXfoo} scattered throughout the checkin email.

vacationrentals.com calendar update 2 replies

Jacques L
Jun 21, 2014 12:12 PM
Joined Jun, 2014 50 posts

Thanks for checking into it for me. Not going to work with my current setup, since I'm not synch'ing homeaway and VR so that I can use the pay-per-booking on homeaway to try to fill my last 4 vacancies for the summer. No biggie for this year, as we're closing in on full. Won't necessarily be using VR again, it doesn't seem as effective as it was in past years.

Question about a Gateway page for our clients (check out page) 1 reply

Chris Hynes
Jun 19, 2014 1:12 PM
OR Team Member Joined Oct, 2012 1403 posts

The way it works in OwnerRez, you'll create a Quote and send it to the guest. That Quote contains a link that lets them check out (using your merchant account), pay, and once payment is complete it will create a Booking for the Quote.

To see this process in action:
- Set up your merchant account info by going to Settings -> Payment Methods
- Create a quote for one of your properties
- Go to the Payment Form tab on the quote. This is the checkout screen that is sent to guests.

Question about a Gateway page for our clients (check out page) 1 reply

busylady
Jun 19, 2014 12:29 PM
Joined Jun, 2014 1 post

Hi support,

I am curious if you have a merchant page that we can use with owner res. We already have a merchant account with Authorize net and would love to intergrate your system however I do not see where I can set up a check out page once I add listings....

Please advise,

Pat

vacationrentals.com calendar update 2 replies

Michelle J
Jun 14, 2014 8:07 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Jacques,

I spent some time looking into this for you. Since I don't have direct access to the owner side of a VacationRentals.com listing, I have to give you third hand information.

It has been said that the previous ability to sync with iCal no longer works, and HomeAway uses their standard one-calendar system throughout. So when you go to "edit calendar" in your VacationRentals.com listing, you'll see the HA calendar system embedded.

It has also been suggested that you _should_ be able to login to the HomeAway website as they use a single sign on system everywhere. Just use your VacationRentals.com credentials when logging in. If that works, you can provide that information to our system in the Settings > Linked Accounts area under HomeAway and we should be able to keep it up to date.

-Michelle

vacationrentals.com calendar update 2 replies

Jacques L
Jun 14, 2014 7:45 AM
Joined Jun, 2014 50 posts

2 of my 3 properties only have vacationrentals.com listings. Is it possible to auto-update this calendar or only if I also have a paid homeaway.com listing and link them?

A few beginner questions 4 replies

Michelle J
Jun 9, 2014 8:36 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Jacques,

I believe that HomeAway will, if you ask them, sync the calendars on their side so that any listing on VRBO, HA or VacationRentals uses the same calendar. That would allow you to only keep one listing updated, which our system can do. But you should be able to update both listings independently as well using our system.

At the moment, we don't have logic in the email templates other than field codes. The field codes allow you to 'drop in' booking, quote or inquiry information so that the email templates looks different for each guest, of course, but we don't have a logic or text language that allows you to do "if else" expressions or things of that kind.

As an alternative, you could craft one email for both and simply say "If your arrival is on Fri - Sun, your check-in time is [x]. If your arrival is Mon-Thu, your check-in time is [x]". That's not quite a nice, but it might do the trick?

-Michelle

A few beginner questions 4 replies

Jacques L
Jun 7, 2014 6:17 AM
Joined Jun, 2014 50 posts

So, I have a few more :).

I have been mainly listing on vacationrentals.com in the past, and that's where my main booking calendar is located. I understand I will have to manually put the data into ownerreservations.com - no problem. But, I just also listed one of my properties with homeaway.com and it has a blank calendar. Should I have my 2 listings "mapped" to keep them synchronized, or should I let the software here push it down to both sites separately? Does it matter if I add the listing sites before or after I manually enter the actual dates booked?

Is there any logic available in the template emails? I like to tell them their checkin and checkout times in an automatically generated email, and weekenders get different times than full weeks. Maybe there's a different way to do that.

A few beginner questions 4 replies

Jacques L
Jun 4, 2014 12:05 PM
Joined Jun, 2014 50 posts

It helps very much. Thanks!

A few beginner questions 4 replies

Michelle J
Jun 4, 2014 11:16 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Jacques,

Our system will keep your calendars up to date on a lot of listing sites. We do update VRBO and HA calendars, and so that should keep VacationRentals.com up to date as well since VRBO/HA use one integrated calendar for all three sites.

Unless I'm mistaken, I believe that VacationRentals.com also accepts iCal imports which we provide so you can keep it up to date that way as well. I might be thinking of a differnet listing site though.

At the moment, we only sync OUT not in. So our system will not automatically "pull in" the listings you already have. You can enter those bookings manually, or I can provide you an Excel spreadsheet you can use that we can import for you.

At the moment, each property in our system has its own rate and billing settings so you'd have to enter your rates 3 times.

That's exactly how our system works for owners who do check payments. Create a quote (click Quotes > Add) and fill it out. Then use the Email tab on the quote to send it to the guest. When the guest gets it, they can open it and click to read and sign everything online. The instructions tell them how many days they have to send in the check until the booking is auto-canceled. You can also view the same quote info that the guest sees by clicking Payment Form on the quote directly after creating it.

Hope this helps,

-Michelle

A few beginner questions 4 replies

Jacques L
Jun 4, 2014 10:50 AM
Joined Jun, 2014 50 posts

I just signed up for my test month, and am anxious to use this service to reduce my time committment to bookings, as well as finally being able to easily take security deposits!


Can I integrate the existing calendar I have on vacationrentals.com or do I have to do that manually? When I take a booking here, will it be able to update my calendar on vacationrentals.com automatically or do I have to do that manually (since homeawayconnect is dead now).

I have 3 properties with nearly identical seasonal booking rates, which are pretty longwinded. Can I copy the rates and make adjustments or do I have to enter it all manually 3 times?

I currently take checks, at least until I get the merchant CC thing set up. I think the process should be that the person can reserve it themselves when they sign the renter agreement, but it expires in a few days if I don't enter a received check in time. I tried a test booking, and it seemed like I couldn't finalize the booking without saying I received a check, and they hadn't signed the renter agreement at that point.

scheduled booking email - 0 days after booked 8 replies

Michelle J
Jun 2, 2014 9:29 AM
OR Team Member Joined Jan, 2011 582 posts

Hi Ella,

Great question. Scheduled emails are sent once ever day between 1-3 AM EST. If you set a scheduled email to be sent for 0 days, it will be sent the next morning (assuming it's after 1-3 AM EST).

We have some designs for scheduled emails and templates that will add a lot more flexibility. For instance, the ability to send based on events and not just time. An "event" is something like when a booking is created or when a second payment is collected or when the booking is paid in full.

-Michelle

scheduled booking email - 0 days after booked 8 replies

Ella
Jun 1, 2014 11:52 PM
Joined May, 2014 139 posts

I'm curious, What is the frequency of sending the emails?
It does seem that under the "0" setting emails get sent next day or late at night.
I've set up directions with the booking confirmation for now, as Michelle suggested, because of that. The paragraphs allowed there are a bit short, hence why seperate email made sense to me.
Ella