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Creating an automated email or SMS trigger rule based on custom conditions

To see the previous steps, click on the FAQ page.

You can set as many conditions as you want for your emails, SMS or API messages. These trigger rules make sure when and to whom they are sent.

NOTE: Please make sure the sets of conditions you choose for an email or SMS don’t contradict. For example, you shouldn’t choose one condition as “Booking status equal to booked.” And the other one “Booking status equal to cancelled.”

NOTE: Please do not change or delete the two default conditions (Booking Date and Booking Status); add your conditions to them. They are set to make sure your template won’t get sent to cancelled or previous bookings.

How to set a condition: 

Step 1: Go to Inbox -> Trigger Rules and click on Create Trigger Rules.

Step 2: Choose the Variable. (date, booking status, due payment, property, etc.)

Step 3: Set the Operator. (It’s better to use => or <= for dates and time rather than =)

Step 4: Specify the variable in the Value, Property, city or area (depending on the variable).

NOTE: If you can’t see a box in front of the Value, click on “add”, and the box will appear.

NOTE: The purple box shows your condition. You can delete a condition if you click on the trash bin under the purple box.

For example, if you want your email to be sent only for a certain property, you should set the Variable as Property, the Operator as Equal and then click on add in front of the Value and choose the name of the property from the drop-down.

After setting your condition,

Step 5: Choose the corresponding email, SMS, or API Message template from the dropdown. If your template is not shown in the dropdown it means the format is not correct. The SMS and API messages have to be in plain text format.

NOTE: You can create templates in Inbox -> Templates. Please note that the SMS and API Message template should be in the plain text format and not long).

Step 6: You can attach the Invoice, House Manual or Check-in Guide to the email. (They should be uploaded in the property)

Step 7: If you want to see the email in Send Notification in the Booking View page, you need to click on Favourite.

Step 8: Choose who you want to send the email to. You can select the Lead Guest, the Person Booking the place,  Zeevou Users or a specific email that hasn’t been registered in Zeevou.

NOTE: If you want a name to appear in the Zeevou Users, you should add the name to the Zeevou Staff.

Step 9: Save and Close

NOTE: When you save and close, a message may appear and show how many bookings are affected by the new trigger rules. If the number is not what you expected, please recheck the conditions.

Notes:

How can you make sure a new email is not sent to previous bookings?

In Trigger Rules, set one condition as “Booking date after (the date you set the condition).” This email won’t be sent to previous bookings.

How can we disable emails (such as Booking confirmation and Check-in instructions) for the extended bookings?

You can add a condition in the Trigger Rules for the emails you don’t want to be sent to the extended bookings as “Extended is equal to False”.

Why my email (for example my Check-in instructions trigger) was not sent?

Please note that triggers won’t get fired unless all the conditions are met.

Can I set a trigger to get fired at a specific time?

Unfortunately, at the present time, it is not possible to fire a trigger at a specific time.

What will happen if I set a template, tick the Favorite box, and specify no condition?

The Trigger will be available in booking view page -> Send Notifications, and you can send the email only manually.

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