Letters: Auto Letters Setup
Posted by Erica Johnson on 07 May 2014 09:18 PM

Getting Started with Auto Letters

This function allows you to send automated “pre” and “post” stay emails to your guests based on date driven events such as, check-in or check-out date. Auto Letters is used in conjunction with the LETTERS Function to set an automatic trigger to email guests the Letters you have already created.

Auto Letters can be created for Group Bookings, Individual Bookings or Guest records based on the Letter Type assigned to the Letter. Once the Letter is created and assigned a Letter Type, then the Auto Letter function can be applied and you can automatically send emails to your guests.To setup a Letter go to Creating Custom Letters

Please see the instructions below to set up and use Auto Letters.


  1. Click ADD to create a new Auto Letter.
  2. Choose “Event” from the drop down menu. (Note: Events are date driven events that are set based on individual, guest or group booking data).
    • There are 7 Events to choose from:
      1. Online Booking Confirmation: (Individual Type ) based on the booking date for online bookings from your website
      2. Booking Check-in - (Individual Type) based on individual check-in date for all bookings.
      3. Booking Check-out: (Individual Type) based on individual check-out date for all bookings.
      4. Online Group Confirmation – (Group Type) based on the group booking date for online bookings from your website.
      5. Group Commerce (Group Type) Arrival date of Group Booking
      6. Group Finish (Group Type) - Departure date of Group Booking
      7. Birthday: (Guest Type) based on DOB field on the guest record.
  3. After choosing the “Event”, you will be prompted to choose the following fields:Click SAVE and your Auto Letter will appear in the list.
    • Letter: Choose your Letter. (Note: you will only see the types of Letters that are available for the type of Event)
    • Days: Choose the number of days before or after the Event you want to automatically send emails. For example or 3 days after check-out)
    • Timing: Choose whether the email is sent before or after the Event.
      • Before (I.e. 2 days before Check-in)
      • After (I.e. 3 days after check-out)
    • Notes:

Your Auto Letter has now been created and will automatically send emails based on your settings!

Here are some examples of how you can use Auto Letters:

  • Send a guest a discount code for their birthday.
  • Send pre-arrival information
  • Marketing promotions to guest by month or season
  • Send information on packages to guests to stay on special occasions and holidays.

Related Articles

Create Custom Letters

Edit Custom Letters

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