Automated Daily SMS Touchpoints

💡 Purpose

You can craft automated messages tailored to diverse scenarios, covering common instances or regular guest interactions throughout their stay. These messages will run at the scheduled time every day, saving you loads of time!

📍 Navigation

In the menu, navigate to the "Messaging" tab, located just below "Ticket Management." Then, click on "Broadcasts," and from the dropdown menu, select "Recurring Broadcasts."

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How to create a new broadcast message

On the right side, click Create Message.

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From here you can name the message, set the time at which this message will be sent every day, and set the contents of your message.

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If you check 'Should the message only send on specific days?' you'll receive a prompt to select the specific days for sending the messages.

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Below this, you can choose how to select your recipients.

  1. Click the 'Filter by Arrival/Departure Date' button.
  2. Select whether the message should be sent to guests arriving or departing.
    • Moreover, you can adjust the slider to specify the number of days before or after guests' arrival or departure for sending the message.
  3. You can add additional filters below if there are specific guests to whom this message should be sent.

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If you wish to send your message exclusively to 'In-House' guests, click the 'Send to In-House' tab.

Here, you can add additional filters to specify particular 'In-House' guests who should receive the message.

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How to edit your Broadcast message

To edit your broadcast message, click the edit button located on the right side of your broadcast message.

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From here you can edit what time the message will be sent, what date it will be sent, the filters, and the content of your message!

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How to delete your Broadcast message

To delete your broadcast message, click the delete button directly beside the edit button.

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How to disable your Broadcast message

To disable your broadcast message, simply click the “Running” button directly next to the “Edit” button.

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Here, you have the option to click 'Disable.' This action will stop the sending of your broadcast message.

Enhanced Broadcast Messaging Options

You can now choose whether you want to send one message per reservation or to ignore multiple reservations and only send it once per mobile number. This is important because if your guest has multiple reservations associated with the same phone number, you may face the following situations:

  1. If you are sending mobile check-in links, you would want them to receive one message for each mobile check-in link for each reservation.
  2. At the same time, you would not want the same mobile number to receive multiple marketing messages about happy hour at the bar.

The default is to have ‘Ignore multiple bookings for the same phone number’ checked, so remember to uncheck this box if you are scheduling any reservation-specific links!

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When scheduling automated marketing messages, you can now also choose to exclude guests who have an active ticket open with the property. This is to avoid sounding out of place or insensitive if there is an open issue the guest is awaiting a response on when they receive the automated message.

⚠️ Note: Automated Touchpoint also sends to any additional guests that are on the reservation, if your PMS supports additional guests.

Mobile Check-In/Check-Out
If you have enabled mobile check-in and check-out with your PMS or provider, you can set up those automated messages with the following setup:

  1. Create an automated message as explained above
  2. Select the time you want to send the mobile check-in link every day (e.g. 9am for check-outs, 12pm for check-ins)
  3. Select your recipients by Arrival date for your mobile check-in message (0 days from arrival day) and by Departure date for your mobile check-out message (0 days from departure day):

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  4. When crafting your message content, include the field {{checkinURL}} or {{checkoutURL}} to create the placeholder which will pull your guest’s specific check-in/out links when sending the message. You should use the copy “checkinURL” or “checkoutURL” specifically; the field is not case sensitive.

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