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SMS/Quote - how to trigger?

0 Votes Status: Closed
This request is a duplicate of Quote Email Trigger
Replies: 11 - Pages: 1 - Last Reply: May 7, 2021 6:41 PM by: Chris Hynes
BlueMtnCabins
Registered: 6/6/16
SMS/Quote - how to trigger?

Set up phone, set up SMS quote template, how does the text with quote link trigger? anything else I need to set up? tx

Ken T
Registered: 8/7/19
Re: SMS/Quote - how to trigger?

This is not currently supported, but will be added in the future.

BlueMtnCabins
Registered: 6/6/16
Re: SMS/Quote - how to trigger?

Ken T said:

This is not currently supported, but will be added in the future.

So what kind of SMS is supported?

Ken T
Registered: 8/7/19
Re: SMS/Quote - how to trigger?

You can use SMS to manually send messages to any guest. You can also configure automatic templates and triggers to be used for booked guests. Just not inquiries yet.

BlueMtnCabins
Registered: 6/6/16
Re: SMS/Quote - how to trigger?

Bummer. My primary goal was to send quotes as I see many response-to-inquiry quote emails go unopened. Thanks

BlueMtnCabins
Registered: 6/6/16
Re: SMS/Quote - how to trigger?

Just checking on this. Thanks

Chris Hynes
Registered: 10/19/12
Re: SMS/Quote - how to trigger?

We don't have the quote triggering in yet. Once we do, that'll apply for email as well as SMS -- it's a matter of adding another type of trigger that's not for Bookings, not just adding a type, as you can already trigger for SMS's.

Vote on the feature request over here: https://www.ownerreservations.com/forums/requests/quote-email-trigger

BlueMtnCabins
Registered: 6/6/16
Re: SMS/Quote - how to trigger?

Following up on SMS the quote in response to inquiry. I am doing it manually still. that was 50% of my need for SMS - to send quote link via SMS vs email only as I see many quote emails go unopened. Thanks

Paul W
Registered: 6/9/09
Re: SMS/Quote - how to trigger?

No automated way, but it's needed for sure. That and quote-based triggers in general (both email and SMS). You can do this manually of course by following the quote > guest > conversation and sending a manual SMS in the conversation stream.

BlueMtnCabins
Registered: 6/6/16
Re: SMS/Quote - how to trigger?

bump

Chris Hynes
Registered: 10/19/12
Re: SMS/Quote - how to trigger?

Yep, still in the plan, but we haven't gotten to it yet. I moved this to the features forum so it can be tracked better and voted on :-)

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