As a first step, please be familiar with the basics of templates and triggers by following the instructions with Automated Messaging Setup - Creating Custom Templates and Triggers. This first step will help you get familiar with the automated messaging feature and prepare you with more complex conditions discussed here.
Table of Content:
What are complex triggers?
Complex triggers allow you to write expressions that contain multiple “and” conditions.
Let’s review the basic steps to create a trigger:
Give the trigger a name
Select the event that will cause the trigger to fire
Add conditions that will refine what causes the trigger to fire
Select the action you want to take when the trigger fires
Select who you want to email or text
Select the template that you want to send
Now, let’s look at events, conditions and actions in more detail.
Events
Select the event that causes the trigger to fire. You may select from the following options:
Booking request
Booking confirmed
Booking updated
Booking cancelled
Booking paid
Booking payment failed
Property created
Property updated
Job created
Job cancelled
New message in Inbox
Complex condition
The complex condition appears at the bottom of this list and creates time-based events
The following are the definitions and examples of events:
EVENT | DEFINITION |
Booking request | When a guest sends you a booking request |
Booking confirmed | When you have confirmed a booking for a guest |
Booking updated | When you have updated a booking or when a guest has updated some information in their booking |
Booking cancelled | When you or a guest has cancelled a booking |
Booking paid | When a guest has paid for the booking or you have marked a booking as paid |
Booking payment failed | When the guest payment method does not successfully process the payment |
Property created | When someone in the agency has created a new property |
Property updated | When someone in the agency has modified an existing property |
Job created | When a new job is created |
Job cancelled | When an existing job is cancelled |
New message in Inbox | When you have a new message in your Inbox and you want to be notified about it |
Complex condition | A complex condition can be any one of the above events plus time-based events, such as:
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Conditions
Once you have selected your event, then you can apply one or more conditions to further refine what fires the trigger, linked together by an “and” condition. The “and” conditions means that all of the conditions must be met for the trigger to fire. The conditions include:
Property is: all properties are selected by default. If you want to limit your trigger to one or more but not all properties then pick from a list of your active properties.Channel is: all channels are selected by default. If you want to limit your trigger to one or more but not all channels, then pick from a list of your active channelsStay[is longer than or shorter than] [number] of daysGuest number[is greater than] or is lower than] [number]Booking is paid in fullBooking is not paid in fullAgreement is signedPre-arrival form is submittedBefore stay starts is[ ≦ | = | ≧ ] [number] [hours or days]Before stay end is[ ≦ | = | ≧ ] [number] [hours or days]After stay starts is[ ≦ | = | ≧ ] [number] [hours or days]After stay end is[ ≦ | = | ≧ ] [number] [hours or days]
Actions
The action tells the trigger what action to take when it is fired. The actions you can select from include:
Send email: when you select this option, you will also be prompted to select who to email and what email template to use.Send Airbnb message: when this action is selected, then the conditions will automatically limit to “the channel is Airbnb”. You will also be prompted to select which template to use.Post review: when this action is selected, then the conditions will automatically limit to “the channel is Airbnb” and “after stay ends is equal to 1 days”Sent text message(only available to select subscriptions and when SMS messages are enabled on agency settings)
Examples of Complex Conditions
Below are examples that show what you can build with complex conditions.
If you need help with other use cases, or have a great use case to share, don't hesitate to let us know.
Send the guest a welcome email
Three days before the check in date, only if
the booking is paid in full
Send the guest a payment reminder email
27 days before check in date, only if
the booking is not paid in full
Send the guest an email with the check in instructions:
One day before check-in, if
the agreement is signed, and
the pre-arrival form is submitted, and
the booking is paid in full.