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Tags and message triggers

Replies: 4 - Pages: 1 - Last Reply: Oct 20, 2020 12:41 PM by: Paul W
Chris L
Registered: 5/17/17
Tags and message triggers

Any way to incorporate the new Tag feature into message triggers?

What I'd like to do is only send my welcome letter with door lock code to guests who have both signed the RA and sent me their ID. The easiest way I can think to keep track of this is by adding an "ID Received" tag to bookings once I receive a copy of their ID. If the tag isn't present, then the message trigger shouldn't fire until the tag is added.

(Of course, I'd love OR to automate this entirely by integrating with an ID verification service--I've posted on that topic before. ;) )

Ken T
Registered: 8/7/19
Re: Tags and message triggers

Yes, integrating tags with triggers is a planned feature.

Chris L
Registered: 5/17/17
Re: Tags and message triggers

Looks like the logic for the Tags feature in the Triggers is either "Only" or "Everything But."

Can one more logic gate be added: "Contains"? I want to set up a trigger to send a Welcome Packet to people once I've verified their ID, which I'll mark by adding an "ID Verified" tag to their booking. But I also have other tags set up, so "Only" doesn't work, because a booking might have 2 or 3 other tags. So I need the trigger to send to all bookings that "Contains" the "ID Verified" tag, regardless of the presence or absence of other tags. That doesn't seem possible right now. Thanks!

Paul W
Registered: 6/9/09
Re: Tags and message triggers

The "only" option does not exclude bookings with other. By "only", it means that only bookings that contain that tag (regardless of any other tags they might have) will be included. So I think you should be good to go.

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