Once the automated message template has been created, it must be assigned a smart trigger for automatic sending.
A smart trigger involves assigning the appropriate key elements to ensure automatic sending.
N.B.: old triggers/rules are now depreciated and will not be used anymore
Add a smart trigger
From the main menu, go to Configuration > Templates > Automated messages
For each notification template, in the Action column, click on ... > Add a smart trigger
Complete the form:
- The selected notification template is displayed by default
- Select your account
- Select office(s), leave it empty if you want to include all your offices
- Include or Exclude some properties, leave it empty if you want to include/exclude all your properties
- Include or Exclude some reservation platform, leave it empty if you want to include/exclude all platforms. N.B.: as sending method is different per platform, we do not advise to leave this empty and choose platforms according the sending method applied on notification template
- Select the length of stay for which the notification will be sent to guests
- Apply conditions:
- delaying conditions will temporarily delay sending the notification until the condition is met
- disabling conditions will permanently disable the notification if the condition is not met at the scheduled sending time
- Configure the sending time, you can use these combinations:
- Upon reservation confirmed, check-in, check-out
- Minutes, Hours, Days before check-in, check-out
- Minutes, Hours, Days after reservation confirmed, check-in, check-out
- Add an expiration time, if necessary. After the delay, the system will stop retrying to send notification after the sending time.
- Mark as a check-in notification if the notification template content includes any arrival instructions. This will allow the system to understand this notification is sensitive and must respect some logic
Click on Save to add the smart trigger.
Once the smart trigger is added, the message template is automatically triggered for reservations made through the selected offices/properties and platforms.
Examples
You can use the suggested smart triggers to apply conditions and events corresponding to the situation.
Check-in instructions
If you want to restrict the sending of check-in instructions until some conditions are filled, you must apply delaying conditions. For example:
- Reservation is paid
- Security deposit is paid
- Key code has been generated
That means that message with check-in instructions will not be sent until the reservation and security deposit are paid, and only once the key code has been generated (if you're using connected devices/smart locks for example).
You must tick the option Mark as a check-in notification.
Deposit
If you want to make sure the template contains the security deposit payment link, you mus apply the corresponding delaying condition: Waiting for security deposit payment.
That means that message asking to pay for a security deposit will be sent only once the payment link is generated.