Smart triggers - BETA

Migration from old rules to new smart triggers is ongoing

Once the guest notification 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 > Guest notifications 

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. 

N.B.: Once the smart trigger is added, the notification template is automatically triggered for reservations made through the selected offices/properties and platforms.

Manage smart triggers

Once created, you can edit or delete a smart trigger

From the main menu, go to Configuration > Templates > Guest notifications 

For each notification template, on the Smart Triggers column, you can find information about them.

Click on Manage smart trigger

In the Actions column, click ... > Edit or Delete

Template statuses

Each notification template has a status depending on whether smart triggers have been assigned or not.

Template sending statuses

From the reservation detailed page, you can check each template sending status.

You can:

• see the reason by passing over the status
• send manually the guest notification, even if all conditions are not met
• disable the automatic sending
• open preview by clicking on the template name