Offer Travel Insurance to Guest Template and Trigger

Offering travel insurance to your guests can protect both you, as the host, and your guests from unexpected emergencies and provide peace of mind, allowing them to enjoy their trip to the fullest. Learn more by reading our Travel Insurance Overview support article. The Send Travel Insurance Form to Guest is already an OwnerRez default email system message, but you can optionally customize the system email message and adapt the language for SMS messages, too.

Email Template & Trigger

Customize your Send Travel Insurance Form to Guest system message by navigating to Settings > System Messages > Send Travel Insurance Form to Guest > click on the right Action dropdown menu > select Change MessageCopy and paste the following values into your new email template.

Name:

Offer Travel Insurance to Guest Email Template

From Name:

{MYCOFULL}

From Address:

{MYEMAIL}

To Name:

{CFULL}

To Address:

{CEMAIL}

Subject:

Travel insurance Offer for [Booking # {BID}] at {PDISPNAME}

Body:

Hi {CFIRST},

Thanks for booking {PDISPNAME}!

Just a reminder about our cancellation policy, which is:

{BCANPOLDAT}

We recommend that you protect your vacation by purchasing travel insurance for your upcoming {BARR} to {BDEP} vacation at {PDISPNAME}.

You can protect your vacation today by clicking on the link below. Travel insurance may be purchased at any time up until 30 days prior to arrival or as part of the booking payment process.

Travel Insurance form for Booking # {BID}

If the above link does not work, please copy and paste the plain text URL below to access the travel insurance purchase options.

{BUTRAV}

This will open a form explaining the details and allow you to purchase a travel insurance policy. 

Before you make any decisions, make sure to review your choices carefully. I encourage you to check out a variety of companies that offer Travel Insurance, many of which are available online. Some groups you may wish to consider are Allianz Global Assistance, Travelex, Travel Guard, Seven Corners, and Generali Global Assistance. There are also web sites like InsureMyTrip.com that offer comparisons of different coverage.

Talk to you soon and thanks for choosing {PDISPNAME}!

{MYFIRST}

Email message preview:Offer Travel Insurance to Channel Booking Guest With Contact Information Email Template Preview

To add a trigger, navigate to Settings > Messaging > Triggers > and click + Create Trigger.

Type:

Scheduled Time

Event:

5 days After Booking is created at 9:00 AM

Condition:

Email Address on File is One Of > Has Real Email Address
Travel Insurance Status is One Of > Available

Action:

Offer Travel Insurance to Guest Email Template

SMS Template & Trigger

To create an SMS template, go to Settings > Templates > SMS tab > click the Create SMS Template button > select the "Booking" option.  This will open an SMS message editor with some sample field codes filled in.

Copy and paste the following values into your new SMS template.

Name:

Offer Travel Insurance to Guest SMS Template

To Phone Number:

{CPHONE}

Body:

Hi {CFIRST}, protect your {PDISPNAME} vacation by purchasing travel insurance at the following link {BUTRAV}. Thanks, and we'll talk soon! ☕

SMS template preview:Offer Travel Insurance to Channel Booking Guest With Contact Information SMS Template Preview

To add a trigger, navigate to Settings > Messaging > Triggers > and click + Create Trigger.

Type:

Scheduled Time

Event:

5 days After Booking is created at 9:00 AM

Condition:

Phone Number Status On File is > Yes
Travel Insurance Status is One Of > Available

Action:

Offer Travel Insurance to Guest SMS Template