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How to automate digital registration flows

Heather Stanley
Updated

  1. Go to the Automations tab inside Whistle

  2. Select Automated Messages

  3. Click + New Automated Message

    Automations 1

  4. Create Title - not seen by guest

  5. Select Recipients

    • In-House (by Checked-in) 
    • In-House (by Arrival)
    • In-House on Date
    • Day before Arrival
    • X Days before Arrival
    • Arriving Today
    • Day after Arrival (Stays longer than 1 day)
    • X Days after Arrival
    • Mid-Stay (Stays longer than 1 day)
    • Day before Departure
    • X Days before Departure
    • Departing Today
    • Day after Departure
    • X Days after Departure
    • INTEGRATION REQUIRED: PMS Reservation Created 
    • INTEGRATION REQUIRED: PMS Reservation Checked In 
    • INTEGRATION REQUIRED: PMS Reservation Checked Out
    • INTEGRATION REQUIRED: PMS Reservation Canceled
  6. Add Conditions (if any) 
  7. Schedule when the message runs
    1. One-Time (scheduled)
    2. Repeating (automated)
  8. Select Days when message runs
    1. Sunday
    2. Monday
    3. Tuesday
    4. Wednesday
    5. Thursday
    6. Friday
    7. Saturday
  9. Select Send Time
  10. Chose automation type - Message Guest
    Automations 2
  11. Choose if you want to enable Multi-Reservation Messaging (optional)
  12. Select Messaging Channel if you have any others enabled (eg. email, whatsapp)
  13. Click Templates
    Automate Digital Reg
  14. Click Digital Registration
  15. Click Insert Variable next to the digital registration you wish to add to your message
  16. Click Create
    Add Template

 

8 STEPS

1. The first step is to open Whistle Messaging and click Automations

Step 1 image

2. Click the 3 dot icon of the automated message you wish to add your digital registration to

Step 2 image

3. Click Edit

Step 3 image

4. Scroll down and edit the automated message verbiage and click Template

Step 4 image

5. Select Digital Registration

Step 5 image

6. Hover over the digital registration you wish to add and click Insert Variable

Step 6 image

7. Click Update

Step 7 image

8. That's it. You're done.

Step 8 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1932856/How-to-automate-digital-registration-flows

 

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