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How to send out a one-time email blast

You can set up an email blast to all non-arrived guests by using the automations builder, or with a dedicated standard template.

Either of the two paths may work better for you depending on the level of conditional flexibility you want. The automation path allows you to set extra conditions and nuances, whereas the standard one is just one-shot email to all future guests.

Send an email to your non-arrived guests to communicate important messages, alerts, or to upsell an extra service before they arrive.

OPTION 1: Automated Email

Create or edit the template

Before creating the automation, you'll need to set up the template. To create or edit an email template, go to:

  1. Communications

  2. Template Builder

  3. To create a brand new message, click the "New Template" button.

  4. To edit an existing message, click the "Edit" icon next to the template.

Since you're creating a new template for an automated email blast, be sure to specify the category as "Automation Template" so that the system can automatically send it once you create the rule.

Configuring the automation rules

After you've created the template for your email blast, head into the Automation rules menu: Communications > Automation rules

To set up the rule:

  1. Click the "+" icon above the grid.

  2. Type an internal name for the rule.

  3. Specify "Reservation Lifecycle" as the type.

  4. Click the "Save" icon.

To edit the rule and configure the criteria, click the "Edit" icon next to the rule that you want to edit.

Configure steps one and two with the delivery type(s) you want, make sure your new template is selected, and specify that it will be sent to guests:

On step three, to ensure the message is sent to future guests and not in-house guests, please configure it to send to guests with arrival dates after today/tomorrow, as you desire. If you're sending an email to all future guests today at 2pm, for example, you'd want it to look like this:

Activate the rule

To start sending the message, simply check the "Activate" checkbox and click the "Save" button. Blast off!

OPTION 2: Standard template blast to non-arrived guests

Create the template

If you want to just send a quick one-off email to all future guests, you can do that within the Standard Templates page of the Template Builder. To create or edit an email template, go to:

  1. Communications

  2. Template Builder

  3. Select "Standard Templates" at the top.

  4. To create a brand new message, click the "New Template" button.

  5. To edit an existing message, click the "Edit" icon next to the template.

When you add your template, select "Email to All Future Guests" as the category.

Once your template is created, simply select the "Send an Email Blast" button from the three dots menu of your template to send your email out:

A confirmation popup will appear asking if you are sure. Click yes, and your email will be sent out!

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