Text Message Workflows (Automations)

Overview:

  1. System checks for new active workflows every 5 minutes. When workflow action is in minutes, accuracy will be within 5-10 minutes.
  2. Reservation Detail correspondence history will show the text messages that have been sent to that reservation.
  3. For now, Owner Reservations have to be assigned to their owner room in order to be classified as an Owner by the workflows.

Workflow Condition Types:

  1. Today Arrival, Today Departure: These workflows can only be sent same day based on arrival or departure. Time of message can be configured with Send Time Type.
  2. Arrival Date: These workflows are set based on the day/date of arrival set on the reservation. Different than Checkin/Checkout Date/Time. Messages can be sent before or after that arrival date.
  3. Checkin Date/Time: This condition is configured based on time of checkin. This is the actual time and date that the reservation is checked in.
    1. Because this is the time of checkin, the condition comparator of “Before” will not do anything since you do not yet know what time the reservation has checked in.
  4. Checkout Date/Time: This is the actual time of checkout.
    1. Because this is the time of checkout, the condition comparator of “Before” will not do anything since you do not yet know what time the reservation has checked out.
  5. Created Date/Time: This will initiate a text based on the time/date of creation. Again, this condition type will not be able to set to “Before.”
  6. Condition Comparators:
    1. To send something 1 day before an event for example, set “Before 1 Day”, after 1 day set “After 1 Day” etc.
    2. The “Before” Condition Comparator will only work with Arrival Date condition types.

 

Send Time Type:

  1. If user is attempting to send something based on date, for instance if trying to send a text 1 day before arrival date; you must set a time by using “Send at Certain Time.”
    1. If a time is not set on these types, the text message will fire at 12am.
  2. As mentioned above, immediate and set times will fire with an average variance of about 7 minutes.

Fields:

  1. In order to use fields, each field must exist at the property, and the fields must be entered exactly as shown, for instance {FirstName} will not work as {First Name}