The triggers system allows automated communication that can be sent to team members, owners or guests. A trigger is comprised of conditions and actions. If the conditions are met, the actions are triggered. The actions can be emails, push notifications, or SMS text messages (SMS requires a connected SMS gateway and a mobile number for the recipient.)
Several triggers are pre-configured in all new Lodgix accounts. It is recommended that you thoroughly read the documentation and reference the existing triggers. Please make sure to have a thorough understanding of Custom Variables prior to enabling your triggers.
To get started, click on Settings > Triggers...
Create New Trigger or Edit Existing
This is an overview of the triggers list...
Add New Trigger: Click to add a new trigger. The Add New Trigger dialog also offers an AI option (see Creating a Trigger with AI below).
Order: Click and drag the icons on the left to reorder the triggers list
ID: The trigger ID. Please reference this in any support requests.
Title: Title that you give to each trigger. For internal use only, this is not displayed to guests.
Created: Date that the trigger was created.
Modified: Date that the trigger was last modified.
Creator: This will be set to "System" or "Subscriber"
SMS / Email: Notes if a trigger is set to fire an SMS message or Email
Warnings: Any potential delivery issues will be noted here.
Enabled: Toggle each trigger On or Off.
Edit or Delete the trigger.
Creating a Trigger with AI
The Add New Trigger dialog offers an AI option (the wand icon). Instead of configuring the trigger field by field, describe what you want it to do in plain language. For example: "Email guests their door code the morning of check-in" or "Send owners a thank-you message the day after checkout." Lodgix generates a draft trigger that opens in the normal trigger editor, pre-filled with the timing, conditions, recipients and message it inferred.
The AI does not create a live trigger on its own. Review and edit every part (especially the timing, recipients and message text) and save the trigger yourself when it is correct. Nothing is active until you save it. For best results, state the timing and who the message goes to in your description, and mention the property or channel if the trigger should only apply to some of them.
Overview of Triggers Interface
Below is a brief overview of the Add / Edit Trigger interface. Each component of the interface is addressed in more detail throughout the documentation...
Trigger Title: Name the trigger. This is internal and will not be shown to the guest.
Copy from another trigger: Allows you to duplicate an existing trigger, then modify it.
Active: Set the trigger as Active or Inactive. Inactive triggers will not fire.
Send Trigger When: These are the conditions that will fire the trigger. These are events such as dates or invoice status changes.
Only Send Trigger If: These are additional conditions that must be true for the trigger to fire. These are passive conditions that cannot fire a trigger on their own. This section appears for event-based triggers. For date or recurring triggers it is hidden; conditions for those are set inside the date event itself under Send Trigger When.
Send for Properties: Set the trigger to only fire for specific properties.
Send for Channels: Set the trigger to only fire for specific channels.
Send To: Set the recipients for the trigger.
Trigger This Action: Set the action for the trigger. This can be Email, Push Notification, or SMS (the SMS option appears only when an SMS gateway is connected on the account). Multiple actions can exist within one trigger.
Additional Trigger Settings: See below for additional details.
Send Test Email: Send a test email to a custom email address. See below for additional details.
Send Test SMS: Send a test SMS message. See below for additional details.
Save
Additional Trigger Settings
Click the icon to bring up the settings.
By default triggers will fire for only the first property on an invoice. If an invoice contains multiple properties, the remaining properties are ignored. This setting allows you to fire a separate trigger for each property on the invoice.
Last Minute Bookings: If the trigger contains date based conditions, this allows the trigger to fire for guests that book after the specified send date. For example if the trigger was set to fire "7 days prior to arrival", enabling this setting would fire the trigger for a guest who booked 5 days prior to arrival.
Once Per Booking: Enabling this will only allow the trigger to fire once per booking. Disabling it allows the trigger to fire multiple times per booking.
Send Test Email
Enter the email address where you want to send the test email.
Choose the property you want to use to populate the trigger content.
Choose a specific guest you want to use to populate the trigger content.
Send Test SMS
Choose a recipient for the test SMS. This must be either the Subscriber or a Team Member that has a verified phone number in the system.
Choose the property you want to use to populate the trigger content.
Choose a specific guest you want to use to populate the trigger content.