How to utilize automated messages

Manage your platform automated messages and actions.

Automated Messages

Automated messaging delivers a message to multiple guests automatically based on the arrival and departure dates in the reservations tab.

• Basic subscription - 3 Automated Messages
• Premium subscription - 5 Automated Messages
• Enterprise subscription - Unlimited Automated Messages

Step 1: Create

Step 2: Edit

Step 3: Delete

Step 4: Skip Guest

Step 5: Auto-Archive

Step 6: Send Template

Step 7: Enable

Step 8: Disable

Step 1: Create

1. Go to the Automation tab inside Whistle

2. Select Automated Messages

3. Click + New Automated Message

4. Add Title - not seen by guest

5. Select Reservations / 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
   • INTEGRATION REQUIRED: PMS Reservation Room Change
   • ENTERPRISE REQUIRED: Digital Registration Completed
6. Add Condition (if any)
   
   1. Guest has been sent Automated Message
   2. Guest has not been sent Automated Message
   3. Reservation History (Returning Guest, Total Nights Stayed, Digital Registration)
   4. Guest Fields (Name, Email and Phone)
   5. Reservation Fields (Dates, Status, Stays (nights))
   6. Room Fields (Room No. Room Condition Status)
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. Choose run Time
10. Select Automation Type
    
    1. Message Guest
       1. Choose if you wish to enable multi-reservation messaging
       2. Select messaging channel if you have any others enabled (eg. email, whatsapp)
       3. Select Survey Template or Type Message
       4. Click Create
    2. Create a Ticket
       1. Select Task, Checklist or Inspection
       2. Select Ticket Type
       3. Choose Assignee (optional)
       4. Add Description (optional)
       5. Click Save
    3. Notify Team Chat
       1. Select Channel
       2. Type your message
       3. Click Create

Step 2: Edit

1. Go to the Automations tab inside Whistle
2. Select Automated Message
3. Click on the message you wish to update or select the 3 dot icon and click Edit
   

Step 3: Delete

1. Go to the Automation tab inside Whistle
2. Select Automated Messages
3. Select the 3 dot icon and click Remove
   

Step 4: Skip Guest

1. Go to the Automation tab inside Whistle
2. Select Automated Messages
3. Click on the message you want to adjust or select the 3 dot icon and click view History
   
4. Click Skip button on the right of the guest name to remove them from receiving
   

Step 5: Auto-Archive

Automatically archives all automated messages sent to guests until there is a response.

1. Go to the Automation tab inside Whistle
2. Select Automated Messages
3. Flip off the Enabled switch next to Auto Archive Guest at the top of the page
   

Step 6: Send Template

1. While in an open message or when setting up an automated message, select the Template icon
   
2. Select the template type to add into message box
   1. Company Template (Admin Created)
   2. User Templates (User Created)
   3. Survey Templates (Feature)
   4. Digital Registration (Enterprise Feature)
   5. Automated Messages (Feature)
3. Once you've inserted the templated variable, it will paste a link into your message box. If you wish to add more to the message you may do so...
   

Step 7: Enable

1. Go to the Automation tab inside Whistle
2. Select Automated Messages
3. Flip on the Enabled switch of the message you wish to turn on or click the 3 dot icon and click Enable
   

Step 8: Disable

1. Go to the Automation tab inside Whistle
2. Select Automated Messages
3. Flip off the Enabled switch of the message you wish to disable or click the 3 dot icon and click Disable