Templates and triggers are also helpful for sending reminders. Follow these instructions to set up templates and triggers that remind you to follow up with guests who haven't signed your Renter Agreement within a few days of sending the initial Agreement.
Email Template & Trigger
To create an email template, go to Settings > Templates > Email tab > click the Create Email Template button > select the "Booking" option. Copy and paste the following values into your new booking email template. Or simply click on the +Add Template to My Account.
Name:
Unsigned Renter Agreement Self Reminder
From Name:
{MYFULL}
From Address:
{MYEMAIL}
To Name:
{MYFULL}
To Address:
{MYEMAIL}
Subject:
{CFULL} has not signed Renter Agreement for {BARR}-{BDEP} at {PDISPNAME}
Body:
Follow up with {CFULL}, who is due to arrive {BARR}, booked through {BSOURCE}. They still haven't provided contact information or signed Rental Agreement. They booked 3 days ago.
Booking in OwnerRez: {BUBOOKING}
Email preview:To add a trigger, navigate to Settings > Messaging > Triggers > and click + Create Trigger. Or simply click on the +Add Trigger to My Account.
Event:
3 days after booking is created at 9:00 AM
Conditions:
Security Deposit Status is one of none Renter Agreement Signed Status is No
Action:
Unsigned Renter Agreement Self Reminder via Email
SMS Template & Trigger
To create an SMS template, go to Settings > Templates > SMS tab > click the Create SMS Template button > select the "Booking" option. Copy and paste the following values into your new SMS template. Or simply click on the +Add Template to My Account.
Name:
Unsigned Renter Agreement Self Reminder
To:
{CPHONE}
Body:
{CFULL} has not provided contact information or signed Renter Agreement for {BARR}-{BDEP} at {PDISPNAME}, booked through {BSOURCE} 3 days ago. Booking in OwnerRez: {BUBOOKING} 🤔
SMS preview:
To add a trigger, navigate to Settings > Messaging > Triggers > and click + Create Trigger. Or simply click on the +Add Trigger to My Account.
Event:
3 days after booking is created at 9:00 AM
Conditions:
Security Deposit Status is one of none Renter Agreement Signed Status is No
Action:
Unsigned Renter Agreement Self Reminder via SMS