Reply to inquiry about missing information

Triggers give you a powerful way to communicate automatically. You can respond to guests with personalized messages or notify third parties without lifting a finger! To read more about triggers, check out our Trigger overview support article. We've created a small library of trigger examples to help get you started.

In this example, we're dealing with an inquiry for the following scenario:

Scenario: A guest inquiry doesn't include the number of guests (i.e., missing information)

Even with direct channel integrations and a real-time direct-booking website, there are times when guests will inquire about your property with missing information. Guests sometimes send inquiries without indicating the number of guests or even their travel dates.

Whatever the reason, you want to answer these inquiries quickly and clear them from your inbox. OwnerRez can do that for you with message triggers.

Even though this scenario covers requesting the total number of guests, it can easily be adapted to request missing travel dates or any other missing information by creating additional templates and triggers.

Here are the steps for how to set up a template and trigger for this scenario:

1. Create inquiry templates with your reply requesting the number of guests
   • Replying by Email
   • Replying by Channel
   • Replying by SMS
2. Create a trigger that applies to inquiries with "Missing Number of Guests" status and send your prepared templates
3. Variations
   • If they included a comment and it's daytime
   • If they included a comment and it's nighttime
   • Sending too much information; how to limit

Create inquiry templates with your reply requesting the number of guests

Go to Settings > Templates to configure the message you want to send. Since this template will be used for inquiries, create an "inquiry" type of template.

There are three choices for the type of template you can create - email, channel, and SMS. These are the delivery methods that will be used for your response. To send these types of templates, the inquiry must have contact information you can reply to. For instance, if you want to send an SMS message as your reply, the guest must have provided a phone number with their inquiry. Likewise, if you want to send a message on Airbnb, the inquiry must have come through Airbnb, to begin with so that our system knows how to deliver your response back to the correct Airbnb thread.

Replying by Email

First, we'll create an email template, so go to Settings > Templates > Email tab > click the Create Email Template button > select the "Inquiry" option. This will open an email editor with some sample field codes filled in. For detailed information about how email templates work, check out the email templates overview article and field codes articles.

Copy and paste the following values into your new email template.

Name:

Missing Information Number of Guests Inquiry Email Template

{MYCOFULL}

{MYEMAIL}

{CFULL}

{CEMAIL}

Subject:

RE: {IDES}

Body:

Hi {CFIRST},

Thanks for your inquiry about {PDISPNAME}. Before we get you booked, we need some additional information.

Your inquiry indicates the total number of guests in your travel party is 1 or less. Can you verify the total number of guests (adults and children) in your travel party?

Are you available to discuss this so we can get you booked?

-{MYFIRST}
_____________________________________________________

{ICOMM}

{IOITAB}

If you're wondering what those field codes do, check out the field codes support article or use the "Preview" button on the inquiry to take a live look.

Here's a quick preview of what the above email message looks like:

Notice how clean and personalized the content is. The subject line is dynamic to the guest name, property, and dates selected, so it will match the conversation that the guest created. The body addresses the guest by name and uses a different color, so it looks like the body is being written by hand. It includes the guest's original inquiry comment (alluding to more than one guest in Astrid's travel party) and the requested itinerary to remind the guest of what they asked originally and to provide context for why this response is coming back to them. In other words, it looks like a hand-written manual response, even though it wasn't.

After copying and pasting the above subject and body into your template, feel free to play with the words and styles to make it your own. However, remember that we are creating a message specific to "Missing Number of Guests" inquiries. This message assumes that all inquiries it responds to are missing guest information, so make sure to customize accordingly. If this template is used for an inquiry that does have the number of guests included, the body of the message would be confusing to your potential guest.

We are now armed with a solid reply for any email inquiries that come in. But what about channel inquiries?

Replying by Channel

As cool as the email template looks above, what happens if you don't have the guest's email address?

Channels like Airbnb and Booking.com don't provide an email address for the guest, so you need to be able to reply on channel messaging platforms as well. OwnerRez directly integrates with the native messaging platforms at Vrbo, Airbnb, and Booking.com, so this is easy to set up!

For detailed information about how channel templates work, check out the Channel Templates and field codes support articles.

To create a channel template, go to Settings > Templates > Channel tab > click the Create Channel Template button > select the "Inquiry" option. This will open a message editor with some sample field codes filled in.

Copy and paste the following values into your new channel template.

Name:

Missing Information Number of Guests Inquiry Channel Template

Body:

Hi {CFIRST},

Thanks for your inquiry about {PDISPNAME}. Before we get you booked, we need some additional information.

Your inquiry indicates the total number of guests in your travel party is 1 or less. Can you verify the total number of guests (adults and children) in your travel party?

Are you available to discuss this so we can get you booked?

-{MYFIRST}

Channel templates also have a Preview button, so as you type, take a quick look at the preview window to get a sense of how the message will look against real inquiries.

Here is a quick look at how the above channel template looks in preview mode:

As you can see, this message is plain (no colors, images, or rich text), but that's good because it will be sent to the guest via the channel messaging platform, and the messaging platforms don't allow anything other than plain text. You want a concise message for the guest to read, and this does the trick!

But what about SMS? Wouldn't it be cool to fire off a short SMS text message to the guest if you can?

Replying by SMS

In certain circumstances, inquiries come in with a phone number. This typically happens when a guest is on your book-direct website or using your Book Now widget, and they include their phone number in the inquiry they submit.

Using our SMS premium feature, you can reply directly to their cell phone via SMS. For detailed information about how SMS templates work, check out the SMS Templates and field codes support articles.

To create an SMS template, go to Settings > Templates > SMS tab > click the Create SMS Template button > select the "Inquiry" option. This will open an SMS message editor with some sample field codes filled in.

Copy and paste the following values into your new SMS template.

Name:

Missing Information Number of Guests Inquiry SMS Template

To Phone Number:

{CPHONE}

Body:

Hi {CFIRST}, I got your inquiry for {PDISPNAME}. However, we need some more information. Are you available to discuss? ☕

Once again, smack that Preview button to see how this looks live! SMS templates are similar to channel templates in that they are plain text with no colors or formatting options, but you can still dress them up with personalized field codes and light-hearted emojis.

Here is a quick look at how the above SMS template looks in preview mode:

Not a fan of emojis? No worries, edit that part out!

You'll notice that this SMS template differs from the email and channel templates in that it is much shorter. Instead, it's a quick sentence to get the guest on the phone. If you'd rather they contact you by email to discuss, be sure to include your email address by using the {MYEMAIL} field code. 

Now that we have some message templates created, it's time to configure the trigger that will send them.

Create a trigger that applies to inquiries with "Missing Number of Guests" status and send your prepared templates

Since each trigger can only send one message template, you'll need to create a trigger for each type of reply you send. Above, we crafted replies for email, channel, and SMS, so we'll need to create three triggers to send each one.

First, we'll create a trigger to send the email message. Navigate to Settings > Messaging > Triggers > and click + Create Trigger to pull up the new trigger screen.

Here is a list of all the settings the trigger needs to have:

• Type: Immediate
• Event: Inquiry is received
• Add Condition > Inquiry Status is One Of > Quotable
• Add Condition > Email Address on File is One Of > Has Real Email Address
• Add Condition > Number of Guests is One Of > Less Than or Equal To 1 guests
• Action: Email Templates > Missing Information Number of Guests Inquiry Email Template

Now, let's talk about what the above settings mean!

The Type and Event fields will make the trigger run as soon as any new inquiry is received or recorded in your account. Remember that inquiries can be received or recorded in different ways.

Since we are targeting "Missing Number of Guests" inquiries only, we want to add a "Condition" to the trigger that will stop it from sending out messages for other types of inquiries. Imagine getting an inquiry for bookable dates from a guest who included the correct number of guests, but your trigger accidentally sent out a "no, you didn't include the number of guests" message. That would not be good! Adding the Inquiry Status condition will stop that.

Including the condition of "Less or Equal to 1 guest" will also send these templates to potential guests who are traveling alone, but it's still best practice to know the exact number of adults and children in the travel party. Sometimes, guests don't actually know the final travel party guest number and want to start the travel research process with a guest number inquiry of 1. If you want to limit the Number of Guests condition of "Less or Equal to 0 guests" - that works too.

Furthermore, since this trigger will send an email template, we add the "Email Address on File" condition and select the "Has real email address" value. This will ensure that only inquiries that include an email address from the guest will get this trigger.

You may want to add other conditions, but for now, this is enough to make our trigger send the email reply when inquiries are both "Missing Number of Guests" and have a real email address.

Finally, the last thing we select is the "Action" for the email template we want to send. Since this trigger is supposed to send an email reply, select the email template and be careful not to select the channel or SMS template.

At this point, your trigger should look like this:

Nice and simple!

Below the message template drop-down, you'll notice that there are other actions you can select called:

• Mark the inquiry answered
• Mark the inquiry read

These actions do exactly what they say. When the inquiry comes in and the trigger fires, the inquiry will be marked as read/answered in the main Inquiries dashboard if those options are selected. This will help you avoid seeing or dealing with them later, as the trigger already answered them for you. However, for now, we will leave them unchecked and discuss them below in this support article's Variations section.

That's it! Click Save, and now you have a trigger ready to go.

But we're not done. You created templates for channel and SMS replies, so now you need to create triggers to send those, too.

Using the instructions above, create two more triggers with the same type, event, and conditions, but select the channel template and the SMS template as your "Actions" instead of email. In the Conditions section, make sure to remove the "Email Address on File" condition since channel and SMS replies don't care about the email address. There is no "Phone Number on File" condition, but that's okay because the trigger won't send an SMS reply if there's no phone number to send it to. The same is true for channel replies. If the inquiry did not come from a channel message platform (e.g., Airbnb or Booking.com messaging), the trigger will silently skip sending the reply since there is no way to send it.

All done! You now have active triggers in place that will automatically send email replies to any inquiry with "Missing Number of Guests" requests.

Variations

You may have wondered about a few things as we walked through the template and trigger configuration above.

For instance, what if the guest sent in a "Missing Number of Guests" request but also included a comment like Astrid's above indicating travel party information? Sending a "not allowed" message without acknowledging their comment might sound cold and unprofessional.

Also, earlier in this article, we noted that these instructions could easily be adapted to request missing travel dates by creating additional templates and triggers. By leveraging the Condition > Number of Nights is "Equal to 0", you'd be able to address all inquiries that didn't include any travel dates.

Or, what if it's daytime and you have time to respond versus nighttime when you can't? How does that change what you want to send?

All of these scenarios can be dealt with by creating different types of triggers with additional (or different) conditions. Here are a few variations.

If they included a comment and it's daytime

Let's start with the scenario where a "Missing Number of Guests" inquiry comes in, but it also has a comment from the guest, and it's in the middle of the daytime. In this scenario, some users or PMs don't want to fire off an auto-reply because they want to read the comment first and then reply manually. Because it's daytime, they know they will have time to read it and respond quickly.

To make this change, adjust the trigger we just created (above) and add some additional settings:

• Add Condition > Contains a Comment: No
• Add Condition > Received after: "8:00 AM"
• Add Condition > Received before: "8:00 PM"
• Action > Mark as Answered: Yes
• Action > Mark as Read: Yes

This will limit the trigger to only apply to inquiries that arrive between 8 am and 8 pm (daytime) and don't have a comment. You can, of course, adjust the received times to whatever hours you want based on your own schedule.

If they included a comment and it's nighttime

But doing a daytime-only triggers means that nighttime inquiries won't be answered at all, so now you need to handle inquiries that come in overnight.

Create a duplicate trigger using the same settings as above, but change the conditions to target nighttime:

• Add Condition > Contains a Comment
• Add Condition > Received after: "8:00 PM"
• Add Condition > Received before: "8:00 AM"
• Action > Mark as Answered
• Action > Mark as Read

Notice that the AM and PM times are flipped around so that you are now targeting inquiries coming in after 8 PM and before 8 AM (or however you change the hours to match your own schedule). Notice that we removed the "contains a comment" condition because we don't care if it has a comment at nighttime - we just want to answer it quickly. We removed the mark as read/answered because we want the inquiry to remain unanswered so that you remember to look at it again in the morning.

You could further refine this to use a slightly different template body that has "An auto-responder sent this. We will answer your question or comment in the morning." to the body of the reply, and use this different reply if the inquiry comes in during nighttime and has a comment. This would give the guest a fast response overnight while also addressing the comment.

Sending too much information; how to limit

There may be situations where you send multiple triggers simultaneously for the same inquiry. It's rare, but it can happen.

The most common scenario is when a direct inquiry comes from your personal website, and the guest includes both their email address and phone number. If you have a trigger set up with an email reply and a second trigger set up with an SMS reply, the guest will get hit with both messages simultaneously - once in their email inbox and again on their phone from the SMS message. Maybe this is what you want, but be careful in crafting messages to accommodate these scenarios. One way of limiting this is to have two versions of the SMS trigger - one that handles when there is an email address and one that handles when there isn't.

The first trigger that handles the situation where there's an email address should use a short message that speaks to the email like this:

SMS Template > Body:

Hi {CFIRST}, I just sent you an email about your inquiry. Let me know if you don't get it, and thanks for reaching out about {PNAME}! ☕

And on the trigger settings:

Add Condition > Email Address on File: Has real email address

The second trigger that handles the situation where no email address was included should assume that the SMS message is the only thing going to the guest and use a message like this:

SMS Template > Body:

Hi {CFIRST}, thanks for reaching out about {PNAME}. However, we need some more information. Are you available to discuss? ☕

And on the trigger settings:

Add Condition > Email Address on File: Doesn't have real email address

Adding the "Email Address on File" condition on the trigger will ensure that each SMS trigger only goes out once and that they are mutually exclusive.