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. We already covered sending an immediate Quote Follow-up to Guest Who Started a Book Now on Your Personal Website, but we can also send a reminder at a later scheduled time.
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:
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:
[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.
Type:
Scheduled
Event:
After > 7 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:
Quote Follow-up to Guest Who Started a Book Now on Your Personal Website Email Template
SMS Template & Trigger
In certain circumstances, quotes come in with a phone number. This typically happens when a guest is on your book-direct website or using your Book Now widget, and they include their phone number in the quote they submit.
Using our SMS premium feature, you can reply directly to their cell phone via SMS. For detailed information about how SMS templates work, check out the SMS Templates and field codes support articles.
To create an SMS template, go to Settings > Templates > SMS tab > click the Create SMS Template button > select the "Quote" 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:
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. 😀 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}
{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 > 7 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:
Quote Follow-up to Guest Who Started a Book Now on Your Personal Website SMS Template