Template/Design Share

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{QHCTAB} inop 0 replies

Erica B
Apr 6, 2024 10:18 PM
Member for 3 years 1 post

Help!

I need a template that automatically responds to inquiries with a quote.

I've followed the guides. I've set up Available & Quotable Email Templates and Available Dates Channel Templates and Contact Info Request Email Templates. I've inserted my field code {QHCTAB}, as instructed, but my quote table doesn't always generate when I hit Preview.

I've gone into System Messaging and set my Automatic Quote Generator Template to respond to system "Send Quote to Guest" messages. This actually worked.

Is it because the Automatic Quote Generator Template applies to quotes and can only be used in quote-related conversations? Perhaps that is why my {QHCTAB} doesn't generate ... because I'm attempting to apply it to inquiries in inquiry-related conversations(?)

If so, how do I apply my Automatic Quote Generator to inquiries? I get inquiries often that come straight from the source (no channels involved). How do I set up an automated response, with quote and accept/finalize link, to these inquiries? 

Any ideas?

Erica

Request Guest Contact Info for CRM -NON BOOKING- (Inquires /Other) 3 replies

Ken T
Mar 15, 2024 11:23 PM
OR Alum Member for 6 years 1704 posts

A feature request wouldn't help much, I'm afraid.

You can already do this with Airbnb.

With Vrbo, they don't have an API to allow that - believe me, we've asked.  Hopefully they will add one at some point, in which case, rest assured we'll implement it promptly all on our own.

Request Guest Contact Info for CRM -NON BOOKING- (Inquires /Other) 3 replies

RSP Manager
Mar 15, 2024 5:58 PM
Member for 2 years 6 posts

Sounds good ken,

It sounds like what we need is a feature request in order to be able to send quotes to channels (and edit the charges).

Request Guest Contact Info for CRM -NON BOOKING- (Inquires /Other) 3 replies

Ken T
Mar 15, 2024 5:50 PM
OR Alum Member for 6 years 1704 posts

Yes, that's correct, it is not, for several reasons.

1. Its purpose is to complete missing information for a booking, such as, not just the guest's contact information, but potentially their credit card, offering travel insurance, etc.  These aren't appropriate at the inquiry phase.

2. For direct-book inquiries, contact information is gathered when the inquiry is made, so we already have it.  For channel inquiries, contact information is not provided by the channel, and intentionally so - they don't want you to have it.  For the same reason, they block all links and identifiable information, so it would not be possible for a link of any kind to be sent to a potential guest who is merely inquiring.  Thus, having such a link would serve no purpose - it couldn't be used anywhere it would otherwise be needed.

Request Guest Contact Info for CRM -NON BOOKING- (Inquires /Other) 3 replies

RSP Manager
Mar 15, 2024 5:30 PM
Member for 2 years 6 posts

I need a link that I can provide in a template when somebody makes an inquiry or at any time I would like to collect guest information. 

That way once the information is collected, I will be able to send quotes to the Guest.  


{BUFIXUP} seems to only apply to bookings, it does not appear to be usable for inquiries to collect CRM information.


ISO Golf Cart (LSV) Rental Agreement Templete 1 reply

Shoreline Rental
Feb 28, 2024 10:41 AM
Member for 3 years 26 posts

Hi there, wondering if any other hosts are using a rental agreement for guests to sign to rent a golf cart (LSV) during their stay. Would appreciate any template sharing of this agreement or ideas, thank you!

Capture Guest Info on form that populates CRM contact info 7 replies

Shawn H
Jan 30, 2024 5:47 PM
OR Team Member Member for 4 years 311 posts

Not at this time. We are working our way through the Guest Forms redesigning each one.

The first two completed were Guest Reviews and Travel Insurance (i.e. when using {BUTRAV} purchase link).

make my hosted website affiliate functional. 0 replies

RomanCostaRica
Jan 28, 2024 10:24 AM
Member for 3 years 10 posts

does anyone have experience with the hosted website that OR provides affiliate capabilities?

if yes who have you used?

i am interested in providing FB, Instagram, TikTok, YouTube account holders/influencers the ability to shill my hotel and services.

Capture Guest Info on form that populates CRM contact info 7 replies

JD
Jan 26, 2024 7:51 PM
Member for 6 years 3 posts

I am not finding any way to modify the form.  Has this been enabled yet?

Trigger 2 replies

Carol S
Jan 18, 2024 1:06 PM
Member for 2 years 6 posts

Ok, I will get back to you with the information.

Trigger 2 replies

Bri
Jan 18, 2024 12:43 PM
OR Team Member Member for 4 years 740 posts

Hi Carol,

Please write an email to us at help@ownerrez.com that includes the ORB# for the booking that did not receive that trigger when you'd expected it to, as well as the URL for the trigger in question. It may also be helpful if you include the ORB# for a booking that did receive it so that we can compare.

We'll take a look!

Trigger 2 replies

Carol S
Jan 15, 2024 10:26 PM
Member for 2 years 6 posts

Hello,

I have a situation where the automated template did not trigger when the guest booked. It worked a few days before but not the second time.  Please let me know how to address this.  Thank you.

 

Different Rental Agreement based on Channel? 2 replies

Undercard_Wonder
Jan 10, 2024 1:54 PM
Member for 2 years 74 posts

I have just one renter's contract.  In a few places it says, "if booked through Airbnb, then this..." and "if booked through anything else, then that..."  Otherwise it's too much of a pain to change the contract, as you need to do sometimes, because you have to change things on multiple contracts, keep track of them, upload them properly, etc. etc. Words are wonderful things and in some cases are cheaper and easier than technology. 

Cloning Templates? 4 replies

Alece
Dec 8, 2023 10:43 AM
Member for 6 years 366 posts

All of you still waiting on the ability to duplicate templates, please go add your vote to this feature request: https://www.ownerrez.com/forums/requests/duplicate-option-for-templates-triggers-surcharges-etc#72259

Cloning Templates? 4 replies

TonWes
Dec 8, 2023 6:01 AM
Member for 2 years 1 post

Has this been implemented? I need to copy a set of messages making them language specific, copying would help a lot!

Copying Channel Message Templates to Email Templates 1 reply

Bri
Sep 11, 2023 2:47 PM
OR Team Member Member for 4 years 740 posts

Hello!

Yes, you can just copy / paste your channel Templates into an email Template, and then set your corresponding Triggers.

Here's more info on creating email Templates - https://www.ownerrez.com/support/articles/email-templates

Keep in mind that Airbnb will no longer be providing proxy emails for guests via the API, so you'll need to request the signing of your renter agreement in a channel Template for Airbnb so that those guests can receive the {BUFIXUP} link. This link walks the guest through a Point of Contact (POC) form, signing your rental agreement, and placing a card on file (if applicable). The POC form is where they'll be entering their real email address so that they can then receive your email Templates going forward!

Here's more on that topic as well - https://www.ownerrez.com/support/articles/request-airbnb-guest-contact-information

Copying Channel Message Templates to Email Templates 1 reply

mountainrosevaca
Sep 8, 2023 10:57 AM
Member for 2 years 6 posts

I have set up a number of Channel Message templates and would like to duplicate each of those as Email templates.   Is it possible to do this?

Email template - reply to address - update Inquiry 3 replies

Holly L
Aug 8, 2023 5:23 PM
Member for 3 years 9 posts

Agreed, I would love to see this feature.

Capture Guest Info on form that populates CRM contact info 7 replies

Ken T
Jun 15, 2023 9:55 AM
OR Alum Member for 6 years 1704 posts

With yesterday's release, cell phone number was moved to be the top phone field. Also, the guest forms (where BUFIXUP, etc. sends the guest) is scheduled for a major overhaul in the near future.

Capture Guest Info on form that populates CRM contact info 7 replies

Terri R
Jun 15, 2023 8:33 AM
Member for 3 years 3 posts

Home phone numbers aren't important as evidenced by the number of threads asking how to remove fields from {BUFIXUP} (much less the number of households that no longer have a home phone number). This form is one of the first things our guests see and it looks antiquated, it should be updated (or better yet, updateable) to reflect how contact channels and communication patterns have changed.

Can you please add ability to modify {BUFIXUP} to the dev request list?

Capture Guest Info on form that populates CRM contact info 7 replies

Ken T
Jun 14, 2023 11:07 PM
OR Alum Member for 6 years 1704 posts

It is not possible to delete required fields.  Not sure why you'd want to do that anyway, a phone number is pretty important.  With channel bookings, you should (almost) always already have that anyway.

Capture Guest Info on form that populates CRM contact info 7 replies

Terri R
Jun 14, 2023 8:15 PM
Member for 3 years 3 posts

The rental agreement signing process does indeed capture all of this information, whatever the listing channels do not provide.  We strongly recommend having all guests sign a rental agreement, particularly listing channel guests, as that is the only way you'll have a legally valid and binding contract between you and the guest that can be enforced in court or by the police if needed.

by Ken T – Jun 5, 2023 3:52 PM (UTC)

Hi Ken, is there a way to modify what fields are requested in the contact form? I understand how to create and add customer fields, but how do I delete unnecessary fields like home phone number?

Different Rental Agreement based on Channel? 2 replies

Chris L
Jun 5, 2023 6:22 PM
Member for 9 years 212 posts

Yes, you can do this. I do this--I have one agreement for Airbnb, another for other channels that process their own charges (e.g. TripAdvisor), and a third for direct bookings and channels where I process the credit card directly (e.g. Vrbo).

The official documentation is here: https://www.ownerrez.com/support/articles/renter-legal-agreements#multiple-agreements

But it's quite easy. When you create your rental agreement, you can set at the bottom which channels it applies to and add a priority (higher number=higher priority).

So, create an agreement for Airbnb and set it to only apply to the Airbnb channel, and give it a high priority number.

Then, create another agreement for all your other channels and set it to apply to all channels and give it a lower priority number.

The end result will be that your first agreement will be included in the default RA link for any bookings made through Airbnb and then the other one will be applied to everything else. (You could select "Everything But Airbnb" in the second agreement, but the lower priority number accomplishes the same thing.)

FWIW, whatever you have in your Airbnb legal agreement, make sure that is copied and pasted verbatim into your House Rules section of your Airbnb listing, as Airbnb requires you to do so (they will enforce whatever you put in there, though, so that's good!). There's also no (practical) length limit to your House Rules section on Airbnb, so there's no reason to make it simple--my Airbnb RA is almost as long as my regular one (several pages) and only omits the sections specifically referring to payment processing and chargebacks and such.

Capture Guest Info on form that populates CRM contact info 7 replies

Ken T
Jun 5, 2023 11:52 AM
OR Alum Member for 6 years 1704 posts

The rental agreement signing process does indeed capture all of this information, whatever the listing channels do not provide.  We strongly recommend having all guests sign a rental agreement, particularly listing channel guests, as that is the only way you'll have a legally valid and binding contract between you and the guest that can be enforced in court or by the police if needed.

Different Rental Agreement based on Channel? 2 replies

Q Luxury
Jun 5, 2023 10:34 AM
Member for 3 years 6 posts

IS there any way to have the rental agreement displayed to the guest change based on the channel it was booked from? I want to use a very simple one for Airbnb, but a more detailed one for direct bookings.  I don't want to have to do this manually after the fact like I'm seeing int he documentation.

Capture Guest Info on form that populates CRM contact info 7 replies

Q Luxury
Jun 5, 2023 9:27 AM
Member for 3 years 6 posts

Trying to find a way to customize which fields show up after guest clicks link to complete the rental agreement.  Id like the ability to customize any of the guest "contact" fields. Also is there a way to request the guest update their contact fields without sending it through the rental agreement process?  for non direct bookings , i don't require a rental agreement signed but id still like to capture their "REAL" information.

 

Has anyone done this or found a good way to do this?

 

 

 

 

System Messages vs Triggers 3 replies

Ken T
May 15, 2023 11:17 AM
OR Alum Member for 6 years 1704 posts

The system message is used if you manually go to a Booking > Reviews > and use the Request dropdown button to ask for a review.  It should not be disabled.

But, as you noted, by default OwnerRez does not automatically request reviews from guests, because you may not necessarily want them from all guests.  If you do want to send the request automatically, an email template and trigger is indeed the right way to do it.  Here's an example:

https://www.ownerrez.com/support/articles/review-request

This video may also be helpful:

https://www.ownerrez.com/support/articles/email-templates-and-triggers 

System Messages vs Triggers 3 replies

Take to the Lake
May 14, 2023 12:10 PM
Member for 3 years 27 posts

Hello. I was wondering why I wasn't getting reviews from some very happy guest that booked direct. When I look at the email history, there is no email shown asking for their review -- even though I had it enabled as a system message. I've now made it a trigger. Should I disable the system message with the trigger in place?

Also, I know this previous thread is pretty old, but the link referenced above is no longer available... 

Thanks for your help!

Second email booking confirmation 1 reply

Ken T
Mar 24, 2023 1:20 PM
OR Alum Member for 6 years 1704 posts

Unfortunately, it is not currently possible to add a second email destination to your account.

However, there are a couple other ways to accomplish what you want:

1. Most email inbox programs have the ability to filter for messages of particular types, and forward them on to another email address.

2. You can configure a new email template and trigger to send data when a booking is created, to whatever email address you want.

https://www.ownerrez.com/support/articles/reminder-to-myself 

Second email booking confirmation 1 reply

Jill~ B
Mar 23, 2023 12:11 PM
Member for 4 years 1 post

Currently we receive an email after a rental has which includes the complete reservation information.

I would like to add a second email destination to our account.

Is that possible and how can we go about doing this.

Thanking you in advance for your response. 
Jill Bavetta, 352-552-4273