Many OwnerRez features allow you to sort and filter by the source of an inquiry or booking - Vrbo, Airbnb, and so on. But what about if you have a source that isn't listed, such as your own website or a specific owner?
- Video - Custom Source Overview
- Set up a Custom Source
- Disable a Custom Source
- Widget Settings
- Attributing Custom Sources
Video - Custom Source Overview
Set up a Custom Source
Users can add their own custom source. Go to Settings > Channels > Custom Sources > + Create Custom Sources > complete the desired Name and Widget/Email Matching Domain fields and click Save.
A new Custom Source has two parameters:
- The Name that will be displayed in the various dropdowns and selectors (such as My Website or Owner Name). This field is required.
- The Widget/Email Matching Domain Name that OwnerRez will use to identify the source (such as mywebsite.com).
Disable a Custom Source
Sometimes, you may need to disable your custom source. Circumstances change; a property might be sold or management services may change. Custom Sources can be disabled and reenabled, and those settings are automatically carried over to discounts, surcharges, triggers, etc., listing site conditions.
After a Custom Source is disabled, it will no longer be available for selection from a "Conditions > Listing Site > is > One Of" dropdown list. However, if you had previously selected that Custom Source as a "Conditions > Listing Site > is > One Of" selection, it will still be displayed on the dropdown list but will be appended with (Disabled). This will determine whether a trigger, discount, surcharge, etc, is applied, as the conditions will not be applied or send a template unless another listing site is selected.
Widget Settings
If you are using a Hosted Website, configuring your domain name as a Custom Source is enough to properly identify all inquiries and bookings that come from it.
If you are using OwnerRez Widgets in your own site, however, that may not be sufficient, depending on how your site is coded. Try the above method first, and if your inquiries and bookings are properly identified, great!
If they aren't, though, you can control each widget's identification directly. Go to Settings > My Website > Widgets, then click each widget and select "Change".
Scroll down to Options > Default Listing Site field. and select the Custom Source you want to identify this widget as being for. If you don't see the source you want, you probably need to add it as a Custom Source first.
Save your changes. You do not need to make any changes to the widget code or on the site where your widget is in use - OwnerRez will automatically identify the widget and properly categorize its form data.
Attributing Custom Sources
Quotes
Attributing quotes to specific sources, including referrals, shows which listing channels generate the most bookings. You can attribute or include a Listing Source in the Quick Quote tool.
Not only does this option help expose high-performing referrals and booking sources, but it also allows channel-specific discounts or surcharges to be automatically applied to that quote, reducing the need to apply them manually later.
Bookings
Got a booking that is not attributed to one of your Custom Sources? No problem! You can change that in the individual booking by following the instructions to change a booking. In the Advanced > Listing Site dropdown list, select the Custom Source.
The Custom Source will now appear in the Source section of the Booking Overview.