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. This way, we can address any unanswered questions and remind them of the quoted amount.
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.
Check out our Template and Trigger Examples support article for other guest messaging ideas.
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. Or simply click on the +Add Template to My Account.
Name:
Quote Follow-up
From Name:
{MYCOFULL}
From Address:
{MYEMAIL}
To Name:
{CFULL}
To Address:
{CEMAIL}
Subject:
[Quote # {QID}] {PDISPNAME} for {QARR} - {QDEP}
Body:
Hi {CFIRST},
Thanks for checking out {PDISPNAME}! We would love to host you on your next stay.
Below is a quote for your travel dates. You can use the link to view more details or accept and finalize your reservation with our simple and secure checkout.
{QHCTAB}
Let me know if you have any questions!
{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. Or simply click on the +Add Trigger to My Account.
Event:
As soon as quote is created
Conditions:
Listing Site is one of My Website Email Address On File Status is one of has real email address Quote Status is one of open
Action:
Quote Follow-up via Email
SMS Template & Trigger
Create an SMS template by navigating 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. Or simply click on the +Add Template to My Account.
Name:
Quote Follow-up
To:
{CPHONE}
Body:
Hi {CFIRST}! Thanks for checking out {PDISPNAME}! We would love to host you on your next stay. 😀 Here's a link for your travel dates to view more details or accept and finalize your reservation with our simple and secure checkout. Let me know if you have any questions. {MYFIRST}
{QUPAY}
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. Or simply click on the +Add Trigger to My Account.
Event:
As soon as quote is created
Conditions:
Listing Site is one of My Website Phone Number On File Status is Yes Quote Status is one of open
Action:
Quote Follow-up via SMS