Before reading this article, we recommend familiarizing yourself with the Template Builder. You can do this by reading the following article: https://support.ciirus.com/hc/en-us/articles/20776126000411-Using-the-Template-Builder
Send an email to your in-house guests to communicate important messages, alerts, or to upsell an extra service. For example, you could send a message to your in-house guests alerting them of a bad storm and ask them to bring in the outside patio furniture. Or half way through their stay, you could ask them if they'd like to pay for a late-checkout or airport pickup.
To create and set up an automation rule for your in-house guests, follow these three steps:
Create the template and populate all applicable versions.
Create the automation rule with the criteria of when to send the message.
Activate the rule to start sending guests their confirmations.
Create or edit the template
To create or edit the email template, go to:
Communications
Template Builder
To create a brand new thank you for staying message, click the "New Template" button.
To edit an existing thank you for staying message, click the "Edit" icon next to the template.
If you're creating a new template for an automated message, be sure to specify the category as "Automation Template" so that the system can automatically send it once you create the rules.
Set up the automation rule
To set up a new automation rule, go to:
Communications > Automation Rules.
Click the "Add+" icon above the grid.
Type an internal name for the rule.
Specify "Reservation Lifecycle" as the type.
Click the "Save" icon.
Edit the rule
To edit the rule and configure the criteria, click the "Edit" icon next to the rule that you want to edit.
To set up the automation rule, specify the following details for each step:
Step 1: What do you want to send
Choose the delivery type.
Select the template.
Step 2: Who will receive the message
Specify the recipient as the guest.
Step 3: When do you want it to be sent
Change the only send when the current date is between your desired date range. For example, if you want to send an alert to all guests in-house as of today, specify today's date.
Choose to send it on today's date or your date of choice.
Set the re-send frequency to "0" days which tells the system to only process the rule once and then disable after the first go.
Step 4: Only send if these conditions are met
Specify any other criteria you want to apply, such as reservation source, unit, or other conditions.
Change the apply rule to "Reservations Only," as a thank you for staying message doesn't apply to quotes.
Activate the rule
To start sending the thank you for staying message, simply check the "Activate" checkbox and click the "Save" button. Blast off!
