I'm attempting to use Zapier to automate moving OwnerRez contacts to SendGrid (for Email) and Twilio (for Texting), so we can send them an automated message 3 days after check out to share a rebooking link for their next trip.
I'm having trouble with the "Triggering Event." I'd like it to Trigger on the guest's checkout date. But all I see is the following:
"Booking Created"
"Booking Updated"
"Contact Created"
"Contact Updated"
I was thinking maybe I could use one of the above to pass along the right information (like the check out / departure date), but I'm not see that as an option. Would love any help this community could provide. Thanks!
Ok but do you know you can create trigger/template to send an email or SMS automated message 3 days after check out to share a rebooking link for their next trip natively in OR?
Just create a template with your booking link, something like this
template (this is email but you can create similar for SMS)
Trigger (you need Scheduled trigger, X days after booking departs or on the day of departure - your choice)
Of course you can add conditions to the trigger to exclude guest who are tagged as bad, had sec dep held etc
Thank you for sharing! This helped me at least get a process up and running while I work through the longer term marketing strategy. I appreciate your help!