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How to create an Auto Message ?
How to create an Auto Message ?

Creating a new Automated Message auto

Alex avatar
Written by Alex
Updated over 3 years ago

One of the most common automated messages is "send check-in instructions 2 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). 

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.

For communication with guests from direct connected Channels, please use Booking channel option.

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.

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.

Important:

You have set up an automated message to be sent to your guest 2 days before arrival, and then again 1 day before arrival?

Once you receive a last-minute booking 1 day before check-in, both automated messages will be sent the moment the booking is confirmed. To avoid this
{explain option : Also trigger, if the reservation is accepted after the scheduled time, but the guest has not checked in.}

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.

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

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.


8. Upload an image

You can also attach an image to your auto messages for different purposes.
Note: The images must be less than 2MB.

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