Creating a new Automated Message

One of the most common automated messages is "send check-in instructions 3 days before check-in". Let’s see how to create it:

  1. Create an internal name for the automated message

    This just helps you recognize the message easily and it is only seen by you.
  2. Choose the listings this automated message will be applied to

    Start by selecting a specific listing, a listing by filter or all listings. For a specific listing start typing its nickname, and for a listing by filter choose city/tag filter (or both).

    If you want it to apply to all the listings except some, use the Exclude these listings field and select the listing you want to exclude. You can also do so when using filters.

    Save time by grouping your listings to a specific tag and assign one automated message to that tag (or city).

  3. Choose how to send

    Automated messages can be sent as an email, an SMS, or a platform (channel) message. In this case, we’ll send it to guests over the channel platform.

    Channel messages do not support HTML. When creating a channel message, do not copy the email's message content, create new content instead.

  4. Choose when to send

    Decide which event will trigger the delivery of your message. In this case, we are sending information that should be sent relative to the time of check-in. After we choose an event, we need to define when to send the automated message, relative to the time of check-in. For this message, we’ll want to set it for 3 days before the event.  Hook.gif

    If the condition of the delivery trigger of an automated message has already passed at the time the reservation is confirmed, that automated message will be sent out at confirmation. This can result in multiple automated messages being sent simultaneously upon confirmation. For example, two automated message triggers are set, one 3-days and one for 1-day before check-in. A guest books a last minute reservation 1-day before check-in, the guest will receive both the "3-day" and the "1-day" message at once.
    We therefore recommend using filters to send a different set of automated messages based on how far in advance a reservation is booked.

  5. Use Message filters

    Filters can be added to an automated message as extra conditions for delivery. You can filter your automated messages based on how far in advance the reservation was booked, the number of guests, the reservation payout and more. You can even apply customized filters per your reservation and listing custom fields.
    Any number of filters may be applied to any single automated message.
    For example, 2 automated messages are set to send out 3 days and 1 day before check-in. Our guest booked a last minute reservation, 1 day before check-in. We do not want the first automated message to go out so we can filter that only the second message will go out.
    Please contact support to add/edit/remove filters.
  6. Choose who to send to

    This particular message should be sent to your guests. Your other recipient options include yourself, one of your team members, the property owner or an addressee that is set in a custom field.

    When sending an automated message to a team member, use your internal company email as well as the guesty integration email.

  7. Personalize your message

    Check-in instructions don’t change from one reservation to another. However, some specific details (such as dates, guests, etc.) are always different. To cover all details – both changing and unchanging – we’ll create a template that includes the static check-in instructions (i.e. where to find the keys, who will meet the guests, when, etc.) as well as dynamic variables to relay the relative information. These dynamic variables act as data placeholders, and change the information displayed in each message based on the relevant reservation – personalizing each automated message for your guests.

Live setup

13 STEPS

 

1 The first step is to open the  listing > Automation and click Add automated message

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2 Create an internal name for the automated message. this just helps you recognize the message easily and it is only seen by you.

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3 Choose the listings this automated message will be applied to; a specific listing, a listing by filter or all listings.

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4 Filter the listings by city

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5 Filter the listings by tags

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6 Choose how to send

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7 Automated messages can be sent as an email, an SMS, or a platform (channel) message. In this case, we’ll send it to guests over the channel platform.

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8 Choose when to send

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9 Click Booking confirmation

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10  decide which event will trigger the delivery of your message. 

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11 Choose who to send to. Your other recipient options include your guest, yourself, one of your team members, or an addressee that is set in a custom field. 

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12 Personalize your message. Some specific details are always different. Create a template that includes the static check-in instructions as well as dynamic variables to relay the relative information. 

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13 Scroll down and click Save and that's it. You're done.

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/162404/New-Auto-message