Experience the difference of "Elite".

Automatically follow up on a quote or inquiry

Status: Planned 18 Votes
Ken T
Jun 25, 2022 10:41 PM
OR Team Member Joined Aug, 2019 1013 posts

Yes, this is planned for the future.

Aunger Vacation
Jun 25, 2022 11:42 AM
Joined Apr, 2021 30 posts

Haven't found a way to do this yet: Triggers only seem to work with bookings. 

Automatically follow up on a quote or inquiry have a trigger that allows for an automatic message template or something to be sent depending on the time etc. after an inquiry or quote has been placed to follow up with the potential guest. 

This would be so good to have as we find we are having to do this manually and has great rate of converting quotes and inquiries to bookings. 

 

 

Ken T
Jun 25, 2022 10:41 PM
OR Team Member Joined Aug, 2019 1013 posts

Yes, this is planned for the future.

Julia
Sep 12, 2022 1:55 PM
Joined Aug, 2021 2 posts

Haven't found a way to do this yet: Triggers only seem to work with bookings. 

Automatically follow up on a quote or inquiry have a trigger that allows for an automatic message template or something to be sent depending on the time etc. after an inquiry or quote has been placed to follow up with the potential guest. 

This would be so good to have as we find we are having to do this manually and has great rate of converting quotes and inquiries to bookings. 

 

 

Would love this functionality as well- any update on this a potential feature?

Thanks!

Rachel G
Sep 21, 2022 1:14 PM
Joined Oct, 2021 0 posts

Has the following been implemented yet?

 

Haven't found a way to do this yet: Triggers only seem to work with bookings. 

Automatically follow up on a quote or inquiry have a trigger that allows for an automatic message template or something to be sent depending on the time etc. after an inquiry or quote has been placed to follow up with the potential guest. 

This would be so good to have as we find we are having to do this manually and has great rate of converting quotes and inquiries to bookings. 

 

 

CG Reservations
Oct 4, 2022 12:40 PM
Joined Jan, 2022 2 posts

I would also be interested in a feature that allows me to trigger an automated follow up on quotes. Thanks!

CG Reservations
Oct 4, 2022 12:53 PM
Joined Jan, 2022 2 posts

Oops, I forgot to vote for the feature. Thanks!

Michael D
Jan 11, 2023 5:32 PM
Joined Oct, 2019 42 posts

Any update on the development status?