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 and Triggers - Setup & Configuration support articles. We've also created a small library of trigger examples to help get you started.
In this example, we're dealing with a booking for the following scenario:
Scenario: Send Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright
Good guest communication is essential for a positive guest experience. Clear and timely communication can greatly influence guests' perceptions and impact their reviews.
Checking in with your guests the morning after arrival is important to ensure that you, as the host, can proactively address any issues promptly so that your guests will have a comfortable stay. This scenario assumes that since your guest booked on your personal website, you already have their contact information and a signed renter agreement.
By setting up an email or SMS template and trigger, you can send a Morning After Arrival Message to your Guest message template to your direct booking guests. OwnerRez can do that for you with message triggers.
Here are the steps for how to set up a template and trigger for this scenario:
- Create a Booking Message Template to Send Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright
- Create a Trigger That Applies to Bookings to Send Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright
Create a Booking Message Template to Send Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright
Go to Settings > Templates to configure the "booking" template type message you want to send to your guest.
There are two choices for the type of template you can create - email and SMS. These are the delivery methods that will be used for your response. To send these types of templates, the booking 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 booking.
Send by Email
First, we'll create an email template, so go to Settings > Templates > Email tab > click the Create Email Template button > select the "Booking" 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 article.
Copy and paste the following values into your new email template.
Name:
Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright Email Template
From Name:
{MYCOFULL}
From Address:
{MYEMAIL}
To Name:
{CFULL}
To Address:
{CEMAIL}
Subject:
Welcome to {PDISPNAME}!
Body:
Good Morning {CFIRST},
Just wanted to check in with you this morning to make sure you have everything you need.
Have a wonderful stay, and feel free to contact us at {MYPHONE} if you have any concerns!
{MYFIRST}
If you're wondering what those field codes do, check out the field codes support article or use the "Preview" button on the booking 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 booking by including the property name {PDISPNAME} field code. In the email body, we included our {MYPHONE} phone number field code so that guests have our contact information if needed. The body addresses the guest by name, so it looks like the body was written by hand. 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 that is specific to "bookings." This message assumes that all bookings as it responds to are bookings with guest contact information, so make sure to customize accordingly.
We are now armed with a Morning After Arrival email template to send to your current guest. But what about an SMS message?
Send by SMS
Direct bookings arrive in your account will include the guest's phone number. This typically happens when a guest books on your book-direct website using the Book Now widget.
Using our SMS premium feature, you can message guests directly to their cell phones 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 "Booking" 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:
Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright SMS Template
To Phone Number:
{CPHONE}
Body:
Good morning {CFIRST}! Just wanted to check in with you this morning to make sure you have everything you need. Let us know if you need anything. Enjoy! ☕
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 template in that it is much shorter and doesn't include the {MYPHONE} phone number field code. Instead, it's a quick sentence to ensure that the guest has everything they need to have a comfortable stay at your property. If you'd rather say something else - that's totally fine. Or you could send a larger message body if you like, similar to the email template above.
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 Bookings to Send Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright
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 and SMS, so we'll need to create two 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: Scheduled Time
- Event: 1 days > After > Booking has arrived > at 9:00 AM
- Add Condition > Email Address on File is One of > Has Real Email Address
- Add Condition > Listing Site is One of > Your Personal Website
- Action: Email Templates > Morning After Arrival Message to Your Guest Who Booked on Your Personal Website to Ensure Everything is Alright Email Template
Now, let's talk about what the above settings mean!
The Type and Event fields will make the trigger send your email template at a scheduled time on the morning after arrival at 9:00 AM.
Since we are targeting "bookings" for guests for whom we already have contact information only, we want to add a "Condition" to the trigger that will stop it from sending out messages for other bookings. Adding the "Has real email address" condition status covers that.
You may want to add other conditions, but for now, this is enough to make our trigger send the Guest Arrival Information email message prior to their arrival.
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 message, select the email template and be careful not to select the SMS template.
At this point, your trigger should look like this:
Nice and simple!
Click Save, and now you have a trigger ready to go. These actions do exactly what they say. On the morning after your guest's arrival at 9:00 AM, the trigger runs and sends your Guest Morning After Arrival Email Template. That's it!