Automated Workflows - Plan & Configure An Autonomous Guest Journey

About this course

Course Overview

The objective of this training session is to have the knowledge and understanding of how to automate and systemise your guest experience.  How to configure iPro to send relevant communication pre, during and post stay.

These email communications can be to ensure guests pay on time and that you send through the right information at the right time. Either highlighting the destination and experiences available or providing useful up sells to drive additional revenue.

Lesson 1: Alert criteria's explained

About the lesson:

Within this lesson you will learn what alert types we have in iPro and how those can be utilised.

• Customer Feedback
• Missing Details
• Booking Deposit Outstanding
• Balance Outstanding
• Balance Outstanding Last Minute
• Breakages / Security Deposit
• Notify on Booking
• Balance Paid
• Security Deposit Refund
• Concierge
• Cancellation of Booking

Lesson 2: Alert dates explained

About the lesson:

Within this lesson you will learn how to utilise the different date options to send communications at just the right time.

• Start Date
• End Date
• Order Date
• Balance Due Date
• Received Payment

Lesson 3: How to configure last minute concierge emails

About the lesson:

Within this lesson you will learn how to send specific emails due to the status and type of booking, this can be extended to various groups and variables to provide a customised guest experience.

• Send emails based on booking status
• Send emails based on property type
• Send emails based on booking lead time time
• Send emails based on booking type

Lesson 4: How to notify an owner of a confirmed booking

About the lesson:

Within this lesson you will learn how to setup specific owner confirmations that are only sent once the guest has paid at least the deposit.  You could choose to set this based on the deposit payment or even the balance payment only.

• Triggering emails to the owner based on payment status

Lesson 5: How to configure multi lingual emails

About the lesson:

Within this lesson you will learn how to send multi lingual emails within the alerts, iPro will automatically send the email in the guests language if you have it configured correctly

• Send emails to guests in their own language
• You must configure the emails in the necessary languages beforehand

Lesson 6: How to track that emails were sent

About the lesson:

Within this lesson you will learn how to setup a report to ensure that important emails are sent correctly.  Save onto the dashboard bookings which haven't been sent arrival details.  Reduce your teams last minute panic phone calls

• Track all emails
• Build a dashboard report to ensure critical emails are not missed

Lesson 7: How to configure a different reply to address

About the lesson:

Within this lesson you will learn how to setup specific reply addresses within your alert, this will allow you to send emails on behalf of 3rd parties and they receive the reply directly so they can action the request.

• 3rd Party Services
• Reduce administration work

Lesson 8: How to configure workflows per location and property

About the lesson:

Within this lesson you will learn how to setup automated communications based on individual properties or locations, if you are promoting experiences and tourist attractions you can send specific options based on the location of the property.  Create a personalised experience that builds excitement for your guests.

• Promote attractions close to their holiday home
• Promote services applicable to that area

Lesson 9: How to configure automated rules for different types of bookings

About the lesson:

Within this lesson you will learn how to send specific emails based on the type of booking, a group, a family, bringing a pet.  You can also send specific emails based on the amenities within the property i.e Hot tub

Resources

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