Step 1: Getting Started
To get Started with Templates and Triggers,
1 - click on the Templates and Triggers menu
2- click on the Custom Templates tab
Step 2: Create your first custom template
On the Custom Templates tab, select either an Email Template or a SMS Template.
Email Templates: Hostfully provides a rich text editor for those, allowing you to format your email with different font size and colors, or embed images
SMS Template: this is a simpler format, just allowing simple text messages (Note: the use of SMS templates is limited to specific subscription plans)
Once the editor is up, create your message and click on Save Template (Note that at this point, we don't have a content auto-save feature, so be sure to save your work often).
Edit Custom Template
Click on the Language of that template (for example: English) => then you can edit
Note: please refer to this help article Clean up HTML code for custom template to make sure your custom templates come with correct styling / spacing / alignment ...
Step 3: Create your first trigger
Triggers essentially allow user to define the conditions that will be constantly evaluated by the system as a base to sending automated messages. Triggers can be based off the occurrence of a particular event happened on the system (like you receiving a new booking, or a new inquiry), or based off a particular scheduling criterion (send an email 2 hours after check-out of my guests). So, once you've saved your custom template, head to the Triggers tab and hit "Create a Trigger".
The Trigger creation window will come up:
This is where things get interesting. Here are the options you have when creating a trigger:
the triggering event: you can choose a particular system event or a time-based event. Time based events are scheduled triggers that fire at a particular scheduled time before or after a system event.
what action the system should take when the event occurs: you can trigger different kind of messages, such as email messages, SMS messages or Airbnb Messages
filtering the condition by channel: triggers can be fired only for bookings/inquiries coming from particular channels
conditions should be pretty straight forward. Please see this article for an explanation on setting up triggers for same day reservations after check-in time. This is important for last minute reservations.
filtering the condition by property: triggers can be fired only for bookings/inquiries received for particular properties
who should be the target recipient of the message: you can select multiple recipients for the messages, such as guests, teammates or service providers. Note that in the case of SMS messages, you'll have to make sure that recipients have a defined phone number, or else they will not appear in the list of recipients if you chose SMS Message as an action
what template to use in the message: here you can select one of the custom template to associate with this triggers. This will be the content of the message sent to the selected recipient(s)
Please send us a quick chat message (bottom right button) or email to firstname.lastname@example.org if you have any question or suggestion.