I may have already asked for this...
I'd love to see a trigger criteria for "Rental Agreement is not signed" that I can run a few days prior to an arrival to remind the guest to sign the agreement. Maybe once a day the week prior to arrival. In addition, it would be great if there were a way to email ME if someone hasn't signed it, so I can intervene and contact the guest directly or even stop them from coming until they sign it.
Is it possible to setup an email trigger(s) for inquiries? For example if an inquiry is set to expire in 7 days, we would like to send an email 4 days out. Then if nothing do a phone call follow-up.
I like this but how do I send a trigger to myself?
Hi, I'd like to know this also. Tried setting up this trigger to email me when rental agreements are not signed 10 days prior to arrival but I'm afraid I'll send to the guest and not to myself?
Mike, you cannot send triggers on inquiries or quotes yet, but that's something we'd like to add. To be clear, the trigger would be on the quote (not the inquiry) since the quote is what expires or is accepted/booked.
To send a trigger to yourself, first create a custom email template that has TO name/email address to yourself. You can use field codes for that where you select the user/account name and email as the field codes to put in the TO fields. Then use a trigger to send it.
If you're unsure whether it will work, test, test, test. Look at it in preview mode and it will show you the FROM/TO headers at the top.