Reminder to Yourself That Renter Agreement Has Not Been Signed Template and Trigger

Using OwnerRez's templates and triggers provides a powerful way to communicate automatically and streamline your vacation rental business processes by reducing errors and improving efficiency. You can respond to guests with personalized messages without lifting a finger! To read more about triggers, check out our Trigger overview support article. We've created a number of Template and Trigger Examples to help get you started.

In this example, we're dealing with a booking for the following scenario:

Scenario: Reminder to Yourself That Renter Agreement Has Not Been Signed

One of the great things about templates and triggers is that you can use them to remind yourself about tasks you need to complete. For example, to keep track of guests who haven't signed your Renter Agreement, you might want to send a manual follow-up reminder a few days after the initial Agreement was sent. OwnerRez can do that for you with message triggers.

Here are the steps for how to set up a template and trigger for this scenario:

• Email Template & Trigger
• SMS Template & Trigger

Create a Booking Template to Remind Yourself That Renter Agreement Has Not Been Signed

Go to Settings > Templates to configure the message you want to send. Since this template will be used for new bookings, create a "Booking" type of template.

You can create two types of templates: email and SMS. These are the delivery methods that will be used for your templates.

Email Template & Trigger

First, we'll create an email template, so go to Settings > Templates > Email tab > click the Create Email Template button > select the "Booking" option. This will open an email editor with some sample field codes filled in. For detailed information about how email templates and field codes work, check out the email templates overview article and field codes articles.

Copy and paste the following values into your new email template, or copy the template from below by clicking on the + Add Template to My Account.

Reminder to Yourself That Renter Agreement Has Not Been Signed Email Template

{MYCOFULL}

{MYEMAIL}

{CFULL}

{CEMAIL}

{CFULL} has not signed Renter Agreement for {BARR}-{BDEP} at {PDISPNAME}

Follow up with {CFULL}, who is due to arrive {BARR}, booked through {BSOURCE}. They still haven't provided contact information or signed Rental Agreement. They booked 3 days ago.

Booking in OwnerRez: {BUBOOKING}

Here's a quick preview of what the above email message looks like:

Notice how clean and personalized the content is. The subject line is dynamic to the property, and dates booked, so it will match the guest booking. It includes the full guest name, property, booking dates, and the listing channel booking source.

After copying and pasting the above subject and body into your template, feel free to play with the words, styles, and field codes to make it your own. However, remember that we are creating a message specifically to notify you that your guest has not yet provided contact information or signed your renter agreement for a new booking. If this template is used for a guest, the message body would be confusing to your guest. Similarly, if you do not include the {CFULL} full guest name, {PDISPNAME} property, {BARR} arrival date, and {BDEP} departure date field codes in either the Subject field or body of the email template, it may be easy to disregard this email. We also included a {BUBOOKING} direct link field code to the specific booking in OwnerRez in the body of the email.

We are now armed with a solid email reminder for you about renter agreements that haven't been signed for any new bookings. Next, we need to add a Trigger to send our email template. Navigate to Settings > Messaging > Triggers > and click + Create Trigger to create a new trigger screen or copy the trigger from below by clicking on the + Add Trigger to My Account.

3 days after booking is created at 9:00 AM

Security Deposit Status is one of none
Renter Agreement Signed Status is No 

Reminder to Yourself That Renter Agreement Has Not Been Signed Email Template via Email

SMS Template & Trigger

Using our SMS premium feature, you can notify yourself directly via SMS to your cell phone. 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 "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, or copy the template from below by clicking on the + Add Template to My Account.

Reminder to Yourself That Renter Agreement Has Not Been Signed SMS Template

{CPHONE}

{CFULL} has not provided contact information or signed Renter Agreement for {BARR}-{BDEP} at {PDISPNAME}, booked through {BSOURCE} 3 days ago. Booking in OwnerRez: {BUBOOKING} 🤔

Here is a quick look at how the above SMS template looks in preview mode:

Not a fan of emojis? No worries, edit that part out!

You'll notice that this SMS template differs from the email template in that it is much shorter. Instead, it's a quick sentence to remind yourself that the guest has not provided contact information or signed the renter agreement for a new booking. If you'd rather say something else - that's totally fine.

All done! Feel like you may need more reminders? Just duplicate this process, but change the Trigger > Immediate section to "After > 7 days after > Booking is created > at 9:00 AM." You get the idea. You can set as many reminders for yourself as you need!