Email Templates and Triggers are a powerful part of the OwnerRez messaging system that automates messaging, based on events or scheduled times, while also giving users the ability to maintain a personalized and branded look and feel.
There are two types of OwnerRez email message templates, System Email Messages and Email Message Templates. Looking for Listing Channel (Airbnb, Vrbo, etc. ) Messaging Templates? Check out our Channel Templates support article.
- August 20, 2024 Webinar Focus Session - Templates for Email, Channel and SMS Messages
- Types of OwnerRez Email Message Templates
- System Email Messages are automatically sent for routine situations, like payment receipts, payment requests, quotes, date changes, and many other things based on events like booking created, payment created, etc.
- Create an Email Message Template that is created by the OR user and automatically triggered and sent based on criteria like the number of days before booking or manually sent.
- Delete, Disable, or Reenable an Email Template
- Other Email Template Solutions
Types of OwnerRez Email Message Templates
System Email Messages
System Email Messages are automatically sent for routine situations, like payment receipts, payment requests, quotes, date changes, and many other things based on events like booking created, payment created, etc.
Create an Email Message Template
Email Message Templates can be created by users and triggered based on criteria like the number of days before booking or manually sent.
Email Message Templates are emails users create to share information with their guests or to send notifications to property owners, cleaners or other support staff.
Users can create and compose Email Message Templates by navigating to Settings > Messaging > Templates.
From the Create Email Template drop-down list, select the type of Email Template that you want to create.
Users should note that if they want their email template to be automatically sent by a trigger, they MUST create a Booking email template as triggers are based on booking criteria only.
In the email template editor, users can select Field codes to customize their email message template for each property and each booking/guest by clicking on the field code icon or Insert Field, depending on the section of the booking email template.
Click on the Insert button to add the field code to your booking email template and the selected field code will be added to your booking email template.
When users want to see how their email template will appear to guests, they can click on Save, then choose Preview at the top of the screen.
Users can also preview additional emails for other properties and/or guests by selecting from the Property and Booking drop-down lists. Click on Close to exit the preview.
Are some of the text that you copy and pasted into your email template appearing funky during Preview Mode? Users can clear the formatting of any text by selecting the text and clicking on the Clear Formatting Tx icon.
Be sure to click on Save and Preview your changes.
Users can adjust and edit their booking email template and then preview it until their booking email template appears as desired.
Once you've written your Email Template, users can use the Trigger feature to determine when it will be sent.
Customized email message templates created by OwnerRez users will only be sent automatically if the email message template has a corresponding trigger set.
Delete, Disable, or Reenable an Email Template
It is possible to delete an email template, but it is a drastic choice. OwnerRez recommends that you disable it instead, as disabled email templates are not displayed or visible in the templates list and can be re-enabled. Once you delete an email template, you have to reconfigure it from scratch.
If an email template is associated with any triggers, you won't be able to disable or delete it, and the system will notify you of that limitation in the upper right corner of the app.
If your email template is not associated with any triggers, you can disable it by navigating to Settings > Messaging > Templates > the Email tab, selecting the template you wish to disable > and clicking on the Disable button.
By default, disabled email templates are not displayed in the listing of all active templates. However, you can click on Show All to display all enabled and disabled email templates.
You can re-enable disabled email templates by selecting the template you wish to re-enable > and clicking on the Enable button.
You can delete email templates by navigating to Settings > Messaging > Templates > the Email tab, selecting the template you wish to delete, and clicking on the Delete button.
You will be asked, "Are you sure you want to delete the 1 selected email template? This cannot be undone." Click OK.
Other Email Template Solutions
See the Messaging Common Issues & Questions support article.