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The auto action batch process runs multiple times per hour*Click 'Add New Action' button. Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT -> AUTO ACTION You can create a NEW choose whether you want to start with an empty Auto Action, Modify or Delete from this section. *To Create whether you want to use a NEW Auto Action, Click 'Add New Action Button'template that you can customise further.
If the "Mail & Actions" tab contains a "real" Email address the message is sent to the guests Email address. If only a masked Email address is available the message sends via the channels API messaging systems if possible.*Attachment = Invoice Template 1
If no connection to a messaging system is available the message will send to the Email address from the "Mail & Actions" tab of the Email. *Attachment = Select the Invoice Template from the drop down list. *Subject - enter the subject for your Guests
*Trigger Event = After Booking*Trigger Time = immediately*Trigger Window = 365conditions:
Invoice tab:
== General Information ==
An Auto Action is an action which can be programmed to run at a specific time relative to the time of the '''booking''', to the '''check-in''' date or to the '''check-out''' date.
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> Auto Actions are not designed as real-time actions. They are sent in batches at times so we recommend you set your triggers to allow for this.
== Setup ==
Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTION
*To MODIFY an Auto Action, scroll to the Auto Action and click on "Edit", make the changes and click SAVE.
===Setup Outgoing Email Service - Required for sending Emails via Auto Actions===
Go to {{#fas:cog}} (SETTINGS) ACCOUNT -> OUTGOING EMAIL and follow the instructions to connect your email address/account to Beds24.
'''Auto sending:'''
The auto action batch process runs multiple times per hour.
Auto Action Emails which are sent automatically by the system are sent from the EMail address of the account that created the Auto Action. This is the account set up in in {{#fas:cog}} (SETTINGS) ACCOUNT-> OUTGOING EMAIL.
=== SMS ===
You can automatically send SMS messages. Please note that a fee per SMS message applies if this function is activated.
<span style="color:#019cde; font-size: 150%;“ >{{#fas:info-circle}} </span> SMS can only be used to communicate Information about a current booking. For legal reasons you can not use SMS for marketing purposes including discounts or vouchers.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> The SMS will send in the language of the account, not the language of the booking. Read Example "Send an Email in the guests language to an internal Email address" for a way to control the language of the SMS.
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====Send an Apply a flag/colour to a booking when a payment is made - ''Select from the predefined template ''====</div><div class="mw-collapsible-content">'''Trigger tab:''' Time:*Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 999 day Booking Conditions: *Booking Status = All not cancelled*Invoice Balance = Any Payment made '''Booking tab:''' *Flag Text = Paid *Flag Colour = d4e4b0 </div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" > ====Email to guests confirmation for channel bookings - ''Select from Channelsthe predefined template''====
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====Send Remotelock/Lockstate, Nuki PIN or Chekin Link 2 days before Check-in (Self Checkin) - ''Select from the predefined template'' ====
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Booking Souce :-
*Booking Source = All
*Booking Status = All but not cancelledConfirmed
Booking Conditions:-
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====Send Email with Guest Invoice invoice after check-out - PDF attachment- ''Select from the predefined template'' ====
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Time:
*Trigger Event = Checkout
*Trigger Time = Immediate+8hrs
*Trigger Window = 1 day
Booking Conditions:
*Group bookings = Trigger all on master
*Booking Status = All but not cancelledConfirmed
Info Codes:
'''Messaging tab:'''
*Send Email = Guest API/Smart Email email - (or one of the other options)
*Plain text box - will send to channels using Message API
Message Text :- enter the text you wish to send to your guests include URL. Template variables can be used [[Template_Variables| see here]]
*HTML box - Email will be sent
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====Group check-in - ''Select from predefined templates'' ====
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This requires the master booking to be checked-in via the check-in function.
'''Trigger tab:''' *Trigger Event = Checkin*Trigger Time = immediate*Time Window = 1 day
*Booking Source = All
*Booking Status = All but not cancelled
*Group bookings" = Trigger all on masterif group
*Info Code = CHECKIN
'''Booking info tab : ''' *Booking Info Code = CHECKIN*Booking Info Text = Group checked in
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====Identify Repeat Guest ====
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Booking Info tab:
*Execution = One time only*Booking Info Code = : Enter the preset code for the icon or info code which you have created in {{#fas:cog}} (SETTINGS) ACCOUNT->PREFERENCES.*Booking Info Text : Enter the text you wish to show Process Template Variables : When created
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====Assign Automatically apply invoice numbersnumber at check-out - ''Select from predefined templates'' ====
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'''Trigger tab:'''
*Trigger Event = Check-out
*Trigger Time = Immediate
*Time window = 1 day Booking Conditions:*Status = Confirmed Info Codes:*Any Booking Info Code = CHECKOUT (optional only if you use the check-out function, if not leave blank) '''Invoice tab:'''
*Assign Invoice Number = yes
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====Using Pending Payments as a Payment Reminder====
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====Apply a flag/colour for a booking coming from a certain channel- ''Select from the predefined template'' ====
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'''Trigger tab:''' *Trigger Event = After Booking
*Trigger Time = Immediate
*Booking Source = Booking.com (for example)
'''Booking tab:'''
*Execution = One time only
*Flag Text = The text you want to display
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<div class="headline-collapse" > ====Apply a flag when NO payment is made - ''Select from the predefined template''====</div><div class="mw-collapsible-content"> '''Trigger tab:''' *Trigger Event = Booking*Trigger Time = Immediate*Trigger Window = 1 day Booking Source:*Booking Source = All Booking Conditions: *Booking Status = All not cancelled*Invoice Balance = No payment made '''Booking tab:''' *Execution = One time only*Flag Text = Not Paid*Flag Colour = fee0dd</div></div> <div class="mw-collapsible mw-collapsed"><div class="headline-collapse" >
====Apply a flag when a payment was made====
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Trigger tab:
*Trigger Event = After Booking
*Trigger Time = Immediate
*Trigger Window = 365
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<div class="headline-collapse" > ====Apply a flag when a payment FAILS at Stripe- ''Select from predefined template'' ====
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'''Trigger tab:''' *Trigger Event = After Booking(but not after check-in)
*Trigger Time = Immediate
*Trigger Window = 365999 Booking Source:
*Booking Source = All
*Booking Status = All but not cancelled
*Booking Info Code = STRIPEFAIL, CARDFAILSTRIPE
'''Booking tab:'''
*Execution = One time only
*Flag Text = Stripe Payment Failed
*Flag Colour - choose the flag colourfee0dd
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Go to Settings > Channel Manager > Preferences and set Auto report failed cards = Yes
'''Trigger tab:''' *Trigger Event = After Booking(but not after checkout)
*Trigger Time = Immediate
*Trigger Window = 365999 Booking Source:*Booking Source = AllBooking.com Booking Conditions:*Booking Status = All but not cancelled
*Booking Info Code = BOOKINGCOMCARD
'''Booking tab:'''
*Execution = One time only
*Flag Text = Failed CC reported to Booking.com
*Trigger Event = Booking (but not after Check-in) OR Booking
*Trigger Time = 1 day (this will ensure that NEW bookings do not trigger this auto action)
*Trigger Time Window = 365 days
*Booking Status = All not cancelled
*Template Variables [IF>^[MODIFYDATE:{%Y-%m-%d %H:%M:%S}] greater than ^[CURRENTDATE:-1day{%Y-%m-%d %H:%M:%S}]^yes~no] equal yes
Booking tab: (Optional)
