Sending an Email Trigger

Trigger an email message to your recipients

Joseph Alvaro avatar
Written by Joseph Alvaro
Updated over a week ago

In the "Trigger This Action" section, you will set the action for the trigger. This can be either Email or SMS. Multiple actions can exist within one trigger.

Add an Action

Select Email

Configure the Email

  1. Custom Recipients: Add custom email addresses for additional recipients in a comma separated list.

  2. Append Response: Append a preconfigured email response to the body of the trigger. Email responses can be configured from Settings > Email

  3. Attach PDF Template: Include one of your PDF documents (such as an Invoice) as an attachment to the email message.

  4. Attach Uploaded File: Attach a custom file that you have uploaded to Lodgix to the email message. More information about file uploads can be found here.

  5. Calendar to Attach: Attaches a reservation calendar to the email. See below for more details.

  6. Report to Attach: Runs and attaches a bookmarked report to the email. More information about bookmarked reports can be found here.

  7. Email Subject: Enter your email subject.

  8. Email Body: Enter the body of the email. You can use the visual editor tools as desired, however we do not recommend adding too much formatting to your emails as it can get them flagged as spam. A better option is to send a shorter, text only email and include any additional content in a PDF attachment... which can be more heavily formatted.

  9. Merge Tags: Add Merge Tags (dynamically generated content) as necessary. More details on merge tags below.

  10. Add / Remove Action: Add or remove actions from the trigger. Triggers can have multiple actions. For example you could fire both an email and SMS message to the guest prior to check in.

Calendar Attachments

The email configuration screen allows you to attach a one week, two week, or one month calendar to the email...

That calendar is for internal use only and will display all rentals for each property as numbered blocks with corresponding guest name and check in/out details listed below...

Merge Tags

Merge tags allow you to dynamically add information to the message. This includes guest, property, company, and invoice specific information. All available tags are shown in the dropdown.

For example, you could use the [GUESTFIRSTNAME] tag to add the first name of the guest to the message, or the [RCHECKINTIME] tag to add the reservation check in time.

  1. Select the merge tag from the list.

  2. Click the Insert Tag button to add the tag to the body of the message

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