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Trigger to send follow up to unbooked quoted inquiries

Status: Planned 48 Votes
Jul 28, 2020 9:26 AM
Joined Jun, 2016 1125 posts

Would be great of a trigger that can be set up for un-booked inquiries.
Meaning, there was an inquiry, dates are still available, quote or response was sent, but traveler has not booked it in <number of days>.
So something like this:

Inquiry quoted = yes;
Inquiry booked = no;
Days after quote created = <number of days>

So that we can create a triggered follow up email or text.

Sarah P
Jul 30, 2020 10:14 PM
Joined Feb, 2020 2 posts

I love this idea

Jerry O
Sep 24, 2021 10:03 AM
Joined Jul, 2020 11 posts

I was just wondering if the same feature was available. Would be great to have that!

Nov 30, 2021 10:45 PM
Joined Oct, 2018 41 posts

The ability to automatically send enquirers followup emails seems to me to be a basic requirement of a good booking system.
OR does so much well and makes my admin so much easier and I'm very pleased I chose it - but the lack of this ability does NOT! It drives me crazy. Can you tell me when this feature will be available please.
So many of the OR updates make absolutely no difference to me in any way. This would make a massive positive difference.

Brandon P
Feb 12, 2023 11:45 PM
Joined Dec, 2021 5 posts

100% need this.... it's just good for business

Feb 12, 2023 11:58 PM
Joined Oct, 2018 41 posts

Totally agree

Scott J
Apr 27, 2023 2:51 PM
Joined Mar, 2019 184 posts

I just made another feature request which is related but not exactly the same feature, but maybe should be incorporated into one feature. What do you think?



Robert P
Oct 15, 2023 4:40 AM
Joined Aug, 2023 35 posts


Almost 14 years ago my previous PMS Software had this feature.

Inquiries and quotes and emails opened (or not) need to be included in triggers. Not just bookings.

This is at the heart of effective marketing:

- Three days after sending a quote that has not been opened by the guest, send this email.

- Three days after sending a quote that was opened by the guest, but not booked, send this email.

- And so on...

What would be REALLY cool would be the means to have automated emails go out along the lines of:

Dear Guest,Just so you are aware, we just quoted your requested dates to three (actual number filled in here) other guest parties in the last week. To ensure you get your dates at property XYZ, you must act promptly to book them before someone else does.Click here to book and secure your dates before they're gone!Sincerely,Your helpful host


I realize that this gets in to the territory of email funnels and services like Constant Contact or Mail Chimp, etc. but the data relating to the inquiries is stored in OwnerRez, so I expect it needs to come from here.

Further, Tags for Quotes need to be included in Triggers.

I am aware that this could possibly be accomplished with tags already (I checked and it doesn't look like it. If I'm wrong, I'll update this post.) but a means to classify quotes would be a great feature also, such that Triggers could be based on the classification.

So for example, the above email sample would only go out to those quotes Tagged with a "Booking is Desired" moniker, so it is only sent to those particular inquiries that we the user want to identify as such. Often times requests come in that are a bad fit in the calendar, or not our best guest profile, but likewise, sometimes they come in and they would be 'perfect'; they would perfectly fill an existing gap, the guest would be a great center of influence amongst a group we want to market to, that sort of thing. There should be a means to create email follow-up chains for various quotes that we send out that could dramatically increase our chances of getting bookings.

Finally, ideally the email templates could include Trigger Links or Tag Links IN them as well, so if a guest clicks and replies to a particular email, it changes the Tag setting in OwnerRez, thereby stopping an email chain from going out (and if one wants to get really creative with Trigger programming, could actually start a different one).

Oct 30, 2023 4:48 PM
Joined Jul, 2019 17 posts

Yes, this would be fantastic.  Is there any chance OR is in the process of adding quotes to your triggers? I'd bet we could increase bookings by 10% by just following up on all the non-booked quotes that are still available.  Eager to hear where this is in the pipeline? 

Ken T
Oct 31, 2023 6:34 PM
Joined Aug, 2019 1707 posts

Yes, this is in the pipeline.  Inquiries triggers is in testing now, and then quotes triggers is after that.

Chip B
Jan 12, 2024 10:13 AM
Joined Jun, 2022 10 posts

SO glad to hear quote triggers are on the way. Being able to notify a guest that their quote is expiring, etc. will be brilliant. Thanks OwnerRez!

David & Keri N
Apr 4, 2024 7:58 PM
Joined Jan, 2023 2 posts

Glad to see this being discussed. I also think it would be very useful.