Auto Actions: Difference between revisions

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=== Webhook ===

Create auto actions which trigger a web hook when the trigger conditions are met.

== Multiple Properties ==

With Multiple Properties, the requirement to have Property specific information in the Messages/emails sent to the guest/housekeeping/owner can be achieved using Template Variable.

When you create a Property/Room in Beds24, the setup of the Property/Room is held in the database and can be accessed via Template Variables. For example in {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION, you setup the property specific details.

*Property name - can be accessed in template variable [PROPERTYNAME]

*Property Address - can be accessed in template variable [PROPERTYADDRESS]

You will find the full list of Property Template Variables when you go to [[Template_Variables#Property_Variables|Property Variables]]

There are additional Property Templates that can be used in Messages/Emails/SMS to the guest that can be customised for each Property. When you go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES you will see the list that are available.

Each Property Template can hold customised text that can be used in Auto Actions, Booking Templates, Invoices and Reports.

When you create each Room/Unit the information is held in Room/Unit specific template variables.

You will find the full list of Room/Unit Template Variables when you go to [[Template_Variables#Room_Variables|Room Variables]]

See the full list of [[Template Variables]].

You can send a message/email to your guests, confirming their booking date, property details and property contact details. Use the property, room and booking templates to build the message/email in one Auto Action, rather than one auto action per property.

This approach will reduce the ongoing management, update the one Auto Action and it will apply to all/selected properties rather than having to edit multiple auto actions with the same overall message, although the front door access code has changed.

===Example 1 - Each property has a different access code for the main building door ===

Go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 1 enter the Building Access Code, use this same field in each property and set the appropriate code.

Then in the Auto Action use [PROPERTYTEMPLATE1] in the text rather than the actual value.

Please use this code to Access the Main building Door:- [PROPERTYTEMPLATE1]

There is no need for a separate auto action due to the front door keycode being different.

===Example 2 - Housekeeping/Cleaning Team is different for each Property. ===

Go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 5 enter the email address for Housekeeping/Cleaning team.

In the Auto action, "Send Message" = Internal Only.

"Internal Email Address" = [PROPERTYTEMPLATE5]

There is no need for a separate auto action as the message will be sent to the appropriate email from property template 5.

If you have different teams per room, then use a Room template rather than the Property Template.

== Performance and Testing ==

@@ Line 162: / Line 162: @@
 === Webhook ===
 Create auto actions which trigger a web hook when the trigger conditions are met.
+== Multiple Properties ==
+With Multiple Properties, the requirement to have Property specific information in the Messages/emails sent to the guest/housekeeping/owner can be achieved using Template Variable.
+When you create a Property/Room in Beds24, the setup of the Property/Room is held in the database and can be accessed via Template Variables. For example in {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION, you setup the property specific details.
+*Property name - can be accessed in template variable [PROPERTYNAME]
+*Property Address - can be accessed in template variable [PROPERTYADDRESS]
+You will find the full list of Property Template Variables when you go to [[Template_Variables#Property_Variables|Property Variables]]
+There are additional Property Templates that can be used in Messages/Emails/SMS to the guest that can be customised for each Property. When you go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES you will see the list that are available.
+Each Property Template can hold customised text that can be used in Auto Actions, Booking Templates, Invoices and Reports.
+When you create each Room/Unit the information is held in Room/Unit specific template variables.
+You will find the full list of Room/Unit Template Variables when you go to [[Template_Variables#Room_Variables|Room Variables]]
+See the full list of [[Template Variables]].
+You can send a message/email to your guests, confirming their booking date, property details and property contact details. Use the property, room and booking templates to build the message/email in one Auto Action, rather than one auto action per property.
+This approach will reduce the ongoing management, update the one Auto Action and it will apply to all/selected properties rather than having to edit multiple auto actions with the same overall message, although the front door access code has changed.
+===Example 1 - Each property has a different access code for the main building door ===
+Go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 1 enter the Building Access Code, use this same field in each property and set the appropriate code.
+Then in the Auto Action use [PROPERTYTEMPLATE1] in the text rather than the actual value.
+Please use this code to Access the Main building Door:- [PROPERTYTEMPLATE1]
+There is no need for a separate auto action due to the front door keycode being different.
+===Example 2 - Housekeeping/Cleaning Team is different for each Property. ===
+Go to {{#fas:cog}} (SETTINGS) >PROPERTIES >DESCRIPTION >PROPERTY TEMPLATES > Property Template 5 enter the email address for Housekeeping/Cleaning team.
+In the Auto action, "Send Message" = Internal Only.
+"Internal Email Address" = [PROPERTYTEMPLATE5]
+There is no need for a separate auto action as the message will be sent to the appropriate email from property template 5.
+If you have different teams per room, then use a Room template rather than the Property Template.
 == Performance and Testing ==

Auto Actions: Difference between revisions

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