HI,

\n\nyou can create automatic email templates from Octorate and customize the text to be sent to customers.

Below I am sending you the steps to create email templates:

Email Templates (WebConcierge)

How to send automated emails to your guests

To create automatic templates to communicate to your guests, click on Marketing > Email Templates. Here you can have a look at existing templates and edit them by clicking on [Edit].

If you want to add a new template click on [Add new +] then choose the Type of Template you want to send:

🔴 Remember that the system runs a check though your reservations with a scheduled time, to find those ones matching the templates rules. Therefore, the email submission is not instantaneous, but it can take up to 3 hours.

If you want to limit automated emails to reservations coming from specific channels, select the channel and move it to the right box:

By following the same procedure, you can also decide to assign the template to specific room/apartment types and/or to one or more real rooms of the PMS.

👉 Assigning templates to the real rooms can be fundamental to send specific details to your customers, like the access code to the room in question, for instance!

🔺 Warning: you can select real rooms, only if you previously set up the PMS Tableau!

Set the Show Filters section on ON, to add restrictions to the sending of the template: es. Send only if the customer has signed the contract.

Furthermore, you can translate messages into different languages: if the guest's language is specified, the system will then send the correct template.

Customize your email with all the variables, choose the one you need from the menu:

From the Email section of the detail of the reservation you will see the history of messages sent and you can send a new one by choosing from existing models, though the [+] button

Keep in touch with your guests and let them have a wonderful vacation!

Click HERE for the full article on the Web Concierge.
Don't you have the Web Concierge yet? Send an email to sales@octorate.com

Do you have any questions?
Email us at tech@octorate.com !

Talk to you soon!

Do you wish to copy a template on various IDs?	Read the article!
Do you want to create email templates for your partners or providers?	Find out how!
Templates for Real Rooms	Click here!

Hi, is there a way to customize what info a guest receives upon reservation? And will it be only email or text to guest also?