Create an email automation

Updated 2 years ago by Michael McKay

Follow this article to create an email automation. Before creating the automation, you must create a template in Mailchimp and send it to Mandrill.

Step 1: Go to the guest messages section of Keys to the Kingdom

Click email templates

Step 2: Check or uncheck the box to create a pre-scheduled or triggered email

See the instructions below for pre-scheduled vs triggered SMS's

  • Check the box to create a pre-scheduled SMS
  • Uncheck the box to send an SMS based on a triggering event

Pre-scheduled events

These are time based messages. E.g. Send an email 3 hours before check-in.

Step 1: Check the "Pre-scheduled" box
Step 2: Enter the following info
  1. Number of days or hours
    1. 1 day = 24 hours
  2. Select days or hours
  3. Select before or after
  4. Pick the event which steps 1, 2, and 3 are based on
  5. Pick the time you want the automation to go out
    1. You only need to use this if you select days for #2
  6. Hours late that the automation can be sent
    1. If something stops the message from going out at the scheduled time, we will allow the message to go out this many hours late if the item that is blocking the message is no longer blocking it
    2. E.g. If the check-in instructions are supposed to go out 2 days before check-in, but you want them to be able to be sent as late as check in you should make this number 48 hours. This way, if someone books 1 hour before check-in they will still receive the check-in instructions.
  7. Select items from this dropdown menu that must be true for the automation to send
    1. In this example, the message would only send if the ID verification hasn't been completed yet
  8. Use this to link the automation to a Guesty custom field, so we can turn it off in Guesty by flicking a switch
  9. Copy and paste the name of the Mailchimp template here. It must match exactly for this to work.
  10. Enter the subject line for the email
    1. If you'd like to use custom variables, please used the ones from the "Stayd templates" column above
Step 3: Click save

Triggered events

Step 1: Uncheck the "Pre-scheduled" box
Step 2: Enter the following info
  1. Select a triggering event from the dropdown menu
    1. In this example the email will be sent when the first payment, deposit, and ID verification have all been received.
  2. Copy and paste the name of the Mailchimp template here. It must match exactly for this to work.
  3. Enter the subject line for the email
    1. If you'd like to use custom variables, please used the ones from the "Stayd templates" column above
  4. Click save


How did we do?


Powered by HelpDocs (opens in a new tab)