The Auto Letters function allows you to send automated “pre” and “post” stay emails and/or SMS Messages (subscription required) to your guests based on date driven events such as, check-in or check-out date. The Auto Letters function is also used in the Self Check-in and eSign Digital Signature process-these Auto Letter Events must also be set as Default Letters n the Default Letters Tab.
The actual Letters that the Auto Letters sends are created in the Letters Tab. Therefore, you must first create a Letter and then select it in the Auto Letter event.
Auto Letters can be created for Group Bookings, Individual Bookings or Guest records based on the Letter Type assigned to the Letter. Once the Letter is created and assigned a Letter Type, then the Auto Letter function can be applied and you can automatically send emails to your guests.To setup a Letter go to Creating Custom Letters
In this section
Set up Auto Letters: Go to SETUP|PARAMETERS| AUTO LETTERS
- Click ADD to create a new Auto Letter.
- Choose “Event” from the drop down menu. (Note: Events are date driven events that are set based on individual, guest or group booking data).
- There are 7 Events to choose from, and you can make one Letter for each Event type (though you don't need a Letter for each Event type). If you already have an Online Confirmation letter, for example, then that Event type won't show in the drop-down list when adding NEW. More than one Letter for a single Event type causes confusion.
- Booking Check-in - (Individual Type) based on individual check-in date for all bookings.
- Booking Check-out: (Individual Type) based on individual check-out date for all bookings.
- Group Commerce (Group Type) – Arrival date of Group Booking
- Group Finish (Group Type) - Departure date of Group Booking
- Birthday: (Guest Type) based on DOB field on the guest record.
- House Account POS:
- Self Checkin Letter:
- Self Checkin SMS:
- eSign Letter: Part of the Digital Signing Process. This is the Letter that the Guest gets requesting them to click a link to sign a document. See Create Default eSign Letter
- eSign SMS:
- Booking Made Letter:
- Booking Made SMS:
- After choosing the “Event”, you will be prompted to choose the following fields:Click SAVE and your Auto Letter will appear in the list.
- Letter: Choose your Letter. (Note: you will only see the types of Letters that are available for the type of Event. For example, you will see Group Letters for a Group Event or SMS Letters for SMS Events)
- Days: Choose the number of days before or after the Event you want to automatically send emails. For example or 3 days after check-out)
- Timing: Choose whether the email is sent before or after the Event.
- Before (I.e. 2 days before Check-in)
- After (I.e. 3 days after check-out)
- Notes:
Your Auto Letter has now been created and will automatically send emails based on your settings!
Here are some examples of how you can use Auto Letters:
- Send a guest a discount code for their birthday.
- Send prearrival information, say 3 days prior to check-in.
- Send a 'Review us on TripAdvisor' 2 days after check-out.
- Send detailed group instructions 1 week prior to your group arrivals.
Related Articles
To send a Group Letter, go to the Group Booking Details and the Letters Tab. See Group Letters
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