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How can I work with Automated Messages?

Automated Messages can be Booking Based (shown in purple) or Event Based (shown in green) depending on the type of message created. 

Creating an Automated Message 

Step 1: Go to Inbox -> Automated Messages and click on New Automated Message +.

Step 2: Pick a name for your message and click on Add.Creating an Automated Message 

Step 3: To create an automated message, you should set the following criteria:

  1. When

Your message will be Booking Based if you choose Based on Booking’s Timeline. And, it will be Event Based if you choose Right after all conditions have been met.

Note: For your automated message to be sent during specific hours, you can click on Set a Time Frame and define the Start Time and End Time of your choice. Finally, click on Set.Booking Based Automated Message

       2. Condition

In order for an automated message to be sent for any booking, it must match all of the conditions you set. Click on Add a Condition + to choose the categories (Booking, Property, and/or Guest) relevant to your automated message and the conditions required to trigger it. Once done, click on Add.

Note 1: You may add more than one condition in more than one category.Event Based Automated Message

Note 2: When you add a condition from a category, you can configure it to further specify your condition. For example, if you add Booking Status from the Booking category, you can choose from the list of statuses offered, as shown in the following screenshot:

You may add more than one condition in more than one category.

     3. Messages

You can decide “How should this message be sent?” by opening the drop-down menu and choosing from Email, SMS or API Message. You may add the equivalent of your message template in other languages by clicking on Add + in front of English. When you write your message, you can Preview it. The message is in the Plain Text format by default, but you can Switch to HTML to have a Header and Footer.Send Booking Automated Message

Note: You can also Add Attachment or Add Another Message.

Step 4: Save and Close. Then, a window pops up to either Activate the message or Save as Inactive.

Send Booking Automated Message

Note 1: If you tick the box in the pop-up, this message will also apply to Pre-existing Bookings.

Note 2: When you click on Activate, your created message will appear in the list of Automated Messages.

Send Event Based Automated Message

Note 3: You can also make the created message Inactive by sliding the toggle to left in the top right corner, and Archive or Unarchive, or Clone it by clicking on the icons next to the Inactive/Active toggle. You may add your message to favourites by clicking on the star icon. Inactive/Active toggle. You may add your message to favourites by clicking on the star icon.

    Search, Settings and Filtering

If you click on the Search icon in the top right corner, a window pops up in which you can search by Subject or Automated name.Search, Settings and Filtering

If you click on the Settings icon, a window opens and you can make changes in Message Language, Reply to Email Address, Email Signature and OTA Autoresponder.Search, Settings and Filtering

1. Message Language

You can set your guest country and your desired language in your automated message template. If your desired language does not exist, the default language (English) will be overridden.

You can set your guest country and your desired language in your automated message template.

2. Reply to Email Address

You can set the Sender Name that you would like your recipient(s) to see and the Email Address where you would like replies to go to. Finally, Save.

Reply to Email Address

3. Email Signature

You can also set your Email Signature for your Brand(s), and Save.

Email Signature

4. OTA Autoresponder

You can set an automatic reply sent to your guests when they send a message via a Channel (Airbnb and/or Booking.com). Finally, Save.

OTA Autoresponder

     Filtering

You can filter the automated messages by clicking on the Filtering icon next to the Settings Sign. Then, a window pops up in which you may select your desired variables and finally click on Show Results. You can also click on Clear Filters to start a new filter.

You can filter the automated messages by clicking on the Filtering icon next to the Settings Sign.

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