Creating New Auto Pilot Automations

Set up an automation once and let it run in the background, sending emails automatically whenever a guest meets a chosen trigger.

Steps

1. Go to Marketing, then "New Automation".

2. 2. Under "Name Your Automation", give it an internal name for your own reference.
3. 3. Under "Trigger", pick the guest event that should start the send. See the trigger list below for what each one means.
4. 4. Under "Subject", write the Subject line and an optional Hidden Preheader.
5. 5. Under "Content", click "Edit Email Content" to design the email in the drag and drop editor, the same way you would for a campaign.
6. 6. Click "Save". The automation is now live and will send automatically whenever the trigger fires, no need to send it manually.

   

   What Each Trigger Means

7. Booking created - fires as soon as a guest makes a new booking.

8. Booking cancelled - fires when a booking is cancelled, by the guest or by the venue.

9. Booking completed - fires once a booking's visit date and time has passed.

10. Guest Checked In - fires the moment a guest is checked in at the venue.

11. First visit completed - fires after a guest's very first visit to the venue, useful for a welcome email.

12. Became a Regular - fires when a guest crosses the visit count that marks them as a Regular in your Guest CRM settings.

13. Became VIP - fires when a guest is marked or automatically qualifies as a VIP.

14. Birthday upcoming - fires a set number of days before a guest's birthday, so you can send an offer ahead of time.

15. Anniversary upcoming - fires ahead of a guest's saved anniversary date.

16. Negative feedback received - fires when a guest leaves low feedback, so you can follow up and try to win them back.