We've all experienced it. A potential guest begins the "Book Now" process on our personal website but fails to complete the reservation. It’s important to follow up with them to remind them to finalize their booking. They may be exploring travel options for a larger group or just considering their choices, but reaching out is crucial.
Whatever the reason, you want to follow up with messages for these "Book Now" quotes to arrive at just the right time—to remind potential guests that the quoted reservation is still available so they can take advantage of your offer. We already covered sending an immediate Quote Follow-up to Guest Who Started a Book Now on Your Personal Website and a Scheduled Quote Follow-up to Guest Who Started a Book Now on Your Personal Website, but we can also send a message at a later time to ask whether the potential guest has any specific questions.
Note: You'll notice that the "Create a quote" action notes that your template must include quote details. By using the quote field code {QHCTAB} in the body of your template, quotes can generate a quote for potential guests.
Email Template & Trigger
Create an email template by navigating to Settings > Templates > Email tab > click the Create Email Template button > select the "Quote" option. Copy and paste the following values into your new email template.
Name:
Later Quote Follow-up to Guest Who Started a Book Now on Your Personal Website Email Template
From Name:
{MYCOFULL}
From Address:
{MYEMAIL}
To Name:
{CFULL}
To Address:
{CEMAIL}
Subject:
Still thinking about a {QARR} - {QDEP} stay at {PDISPNAME}?
Body:
Hi {CFIRST},
Thanks for checking out {PDISPNAME}! We would love to host you on your next stay.
Let us know if you have any specific questions that we can address. Looking forward to hearing from you soon!
{MYFIRST}
Email message preview:
Create a trigger to send your email message by navigating to Settings > Messaging > Triggers > and clicking + Create Trigger to pull up the new trigger screen.
Type:
Scheduled
Event:
After > 10 days after > Quote is created > at 9:00 AM
Conditions:
Listing Site is one of My Website
Quote Status is One Of > Open
Email Address on File is One Of > Has Real Email Address
Action:
Later Quote Follow-up to Guest Who Started a Book Now on Your Personal Website Email Template
SMS Template & Trigger
To create an SMS template, go to Settings > Templates > SMS tab > click the Create SMS Template button > select the "Quote" option. Copy and paste the following values into your new SMS template.
Name:
Later Quote Follow-up to Guest Who Started a Book Now on Your Personal Website SMS Template
To Phone Number:
{CPHONE}
Body:
Hi {CFIRST}! Thanks for checking out {PDISPNAME}! We would love to host you on your next stay. 😀 Let us know if you have any questions. {MYFIRST}
{QHCTAB}
SMS template preview:
Create a trigger to send your SMS message by navigating to Settings > Messaging > Triggers > and clicking + Create Trigger to pull up the new trigger screen.
Type:
Scheduled
Event:
After > 10 days after > Quote is created > at 9:00 AM
Conditions:
Listing Site is one of My Website
Quote Status is One Of > Open
Phone Number On File Status is Yes
Action:
Later Quote Follow-up to Guest Who Started a Book Now on Your Personal Website SMS Template