Trigger to send follow up to unbooked quoted inquiries

Would be great of a trigger that can be set up for un-booked inquiries.
Meaning, there was an inquiry, dates are still available, quote or response was sent, but traveler has not booked it in <number of days>.
So something like this:

Inquiry quoted = yes;
Inquiry booked = no;
Days after quote created = <number of days>

So that we can create a triggered follow up email or text.

I love this idea

I was just wondering if the same feature was available. Would be great to have that!

The ability to automatically send enquirers followup emails seems to me to be a basic requirement of a good booking system.
OR does so much well and makes my admin so much easier and I'm very pleased I chose it - but the lack of this ability does NOT! It drives me crazy. Can you tell me when this feature will be available please.
So many of the OR updates make absolutely no difference to me in any way. This would make a massive positive difference.

100% need this.... it's just good for business

Totally agree

I just made another feature request which is related but not exactly the same feature, but maybe should be incorporated into one feature. What do you think?

https://www.ownerrez.com/forums/requests/abandoned-booking-trackingrecoveryresponse#71185

 

Yes!!!

Almost 14 years ago my previous PMS Software had this feature.

Inquiries and quotes and emails opened (or not) need to be included in triggers. Not just bookings.

This is at the heart of effective marketing:

- Three days after sending a quote that has not been opened by the guest, send this email.

- Three days after sending a quote that was opened by the guest, but not booked, send this email.

- And so on...

What would be REALLY cool would be the means to have automated emails go out along the lines of:

Dear Guest,Just so you are aware, we just quoted your requested dates to three (actual number filled in here) other guest parties in the last week. To ensure you get your dates at property XYZ, you must act promptly to book them before someone else does.Click here to book and secure your dates before they're gone!Sincerely,Your helpful host

 

I realize that this gets in to the territory of email funnels and services like Constant Contact or Mail Chimp, etc. but the data relating to the inquiries is stored in OwnerRez, so I expect it needs to come from here.

Further, Tags for Quotes need to be included in Triggers.

I am aware that this could possibly be accomplished with tags already (I checked and it doesn't look like it. If I'm wrong, I'll update this post.) but a means to classify quotes would be a great feature also, such that Triggers could be based on the classification.

So for example, the above email sample would only go out to those quotes Tagged with a "Booking is Desired" moniker, so it is only sent to those particular inquiries that we the user want to identify as such. Often times requests come in that are a bad fit in the calendar, or not our best guest profile, but likewise, sometimes they come in and they would be 'perfect'; they would perfectly fill an existing gap, the guest would be a great center of influence amongst a group we want to market to, that sort of thing. There should be a means to create email follow-up chains for various quotes that we send out that could dramatically increase our chances of getting bookings.

Finally, ideally the email templates could include Trigger Links or Tag Links IN them as well, so if a guest clicks and replies to a particular email, it changes the Tag setting in OwnerRez, thereby stopping an email chain from going out (and if one wants to get really creative with Trigger programming, could actually start a different one).

Yes, this would be fantastic.  Is there any chance OR is in the process of adding quotes to your triggers? I'd bet we could increase bookings by 10% by just following up on all the non-booked quotes that are still available.  Eager to hear where this is in the pipeline? 

Yes, this is in the pipeline.  Inquiries triggers is in testing now, and then quotes triggers is after that.

SO glad to hear quote triggers are on the way. Being able to notify a guest that their quote is expiring, etc. will be brilliant. Thanks OwnerRez!

Glad to see this being discussed. I also think it would be very useful. 

Hi there Ken and Team 

Any update on this yet ?

Thanks 

Charles 

Hello all - this is in QA. Should be out sometime this (4th) quarter!

Awesome!! 

[Another topic was closed as a duplicate of this topic (Quote Email/SMS/Channel Triggers)]

This is still a great idea, but it’s also tricky when a customer creates multiple quotes, checking out different options and then finally books one of them. The other one (or more) quotes would not need the automated trigger. There would have to be some way to cancel out duplicates. 

Two things can deal with this issue:

1) Any follow-up email could only be sent once per week, month, etc... so if the guest had three quotes done together, they would only receive one instance of that particular follow-up.

2) Rather than being based on quotes, the follow-ups can be based on emails sent. So if an email goes out that has three quotes in it, it is the email itself that is followed-up on, not the individual quotes. And in that circumstance, the follow-ups can still be subject to the restrictions in 1).

This is how it was handled in my old software and it worked quite well.

Quote Triggers was released earlier this week! We plan to do more around triggers - including some follow-ups to inquiry and quote triggers - and lots more! Marking this one released as the key features are now available.