Advance Help Center

Templates Overview

In AdvanceCM, you can create multiple templates for messages that you routinely send to guests or your internal team.

Message Templates are utilized by AdvanceCM Triggers/Automations which can be event-based or time-based. Once you define a template and associate it with a trigger, you can send an email, send an SMS message, send a contract, or post to a URL.

The process for creating Message Templates is easy with AdvanceCM. Please also feel free to use and build on our examples in the Message Template Examples section further below.

Setting up Templates

Navigate to Settings > Templates
Click the "+ Add Template" button.
Select a template type. You can select from any of the four options below.

Email: Creates an email template

Push Notification: Creates a short message designed to be pushed as a notification to users with the AdvanceCM app installed.

Payload: Create a template designed to push data to a 3rd party application. For more info please see the section below on HTTP Webhook Triggers
Reviews: Creates a template for sending reviews to guest.

You can insert placeholders our system will automatically replace when sending the message by opening the Data Dictionary. See an example of a template using data dictionary codes below.

Once you have finalized your template, click "Save" to give it a name and store it in AdvanceCM. That’s it! Your message template is now available to you.

How to edit Templates?

To edit the saved template simply click on it or use the edit button (3 dots) to select Edit from the menu.

Once your template is created, it can be used in the AdvanceCM Automations module or sent manually by selecting it from the template drop-down on any message sent to your guests.

Message Template Examples

We have 4 types of templates for message:

1- Email Template:

In AdvanceCM, you can easily create Message Templates for messages that you routinely send to guests or to your internal team.

Message templates can be sent via AdvanceCM Triggers, or on an ad hoc basis by clicking into a particular booking in the Inquiries section. You can also insert placeholders from the AdvanceCM Data Dictionary, which our system replaces automatically in real time.

Here are a few examples of great message templates for you to use and build on. With all of these, please make sure you have the corresponding fields populated in your Rental Settings. For example, Checkin and Checkout times originate from your Rental Settings > Rental Instructions section.

Internal: Booking Received Email

Subject: New Booking Received!

Guest: Booking Received Email

Subject: Thank you for booking with us!

Dear *|GUEST:NAME|*,

Guest: Pre-Checkin Email

Subject: Enjoy your stay with us!

Guest: Pre-Checkout Email

Subject: Your upcoming checkout

Dear *|GUEST:NAME|* ,We hope you enjoyed your stay at *|RENTAL:NAME|* and explored everything *|RENTAL:CITY|* has to offer. We’re sad to see you go.The regularly scheduled checkout time is at *|INQUIRY:CHECK_OUT|*, so that we can make the property ready for our next guest.Please don’t hesitate to contact us with any questions, or to help coordinate transport to the airport or train.Thank you again and bon voyage!

Guest: Post-Checkout Email (Request for Review)

Subject: Thank you for being our guest!

Dear *|GUEST:NAME|* ,It was a pleasure hosting you at *|RENTAL:NAME|*. We trust that you are safely back at home, with thoughts of *|RENTAL:CITY|* still on your mind. We would like to thank you for choosing us to spend your vacation.If there is anything which we could have done to make your trip more enjoyable, please let us know. Your complete satisfaction is our goal.We would also like to kindly ask you to provide a review of *|RENTAL:NAME|* on Tripadvisor.

How to Use Email Templates:

You will be able to use email template for sending messages to guest by simply follow the below steps:

Navigate to Settings > Templates
Click the "+ Add Template" button.
Select the template type: Email.
Create the template and click Save.
Now open the inquiry you want to apply the template to.
Move to the messages tab, click on the envelope icon appearing at the bottom right to send a new message.
Select the template from the dropdown, the template will appear in the email body.

You can now send this email to the guest.

2- Push Notifications Template:

AdvanceCM allows you to automate notifications based on different actions so that you never miss a deadline or fail to send necessary information to your guests or team members. Here is how to set push notification triggers within AdvanceCM.

Navigate to Settings > Templates
Click the "+ Add Template" button.
Select the template type: Push Notification.
Create the template and click Save.
Now move to the Automations module.
Click on the + Auto Create dropdown and select the Messages option to create a push notification automation.
Select the Event type and set a configuration for all required fields.
Perform this action: Choose Send Push Notification.
Send to the Recipients: Select at least one internal AdvanceCM user to be notified.
Conditions: Choose which Message Template to send for your push notification automation.

Once you’ve created a Push Notification trigger, the selected recipients will receive an automated Push Notification in when the event you’ve specified occurs.

3- Payload Template:

HTTP Webhook Triggers

AdvanceCM Triggers are a powerful and flexible way to integrate AdvanceCM with other third-party applications. Triggers are executed immediately when the associated event occurs in AdvanceCM. So, if you set up a trigger that is linked to the Guest Created event then the trigger will be executed the second a guest is created in AdvanceCM.

You can set your trigger to perform an HTTP post to a URL which will send the data in your assigned template to the configured URL.

What does all this mean? Simply put, AdvanceCM can be configured to send AdvanceCM data to any third party application immediately when that data is created, updated, or deleted. This simple feature opens up a world of possibilities for those users who need to extend the features of AdvanceCM by integrating other applications. Combined with the AdvanceCM API, users will have real time connections between AdvanceCM and any other application which can communicate via HTTP.

The template used in a HTTP Trigger is posted to the URL specified in the trigger. This template may be of any format the user chooses. Users may set up XML, JSON, or Key/Value data in the template and then use the AdvanceCM Data Dictionary to instruct AdvanceCM to automatically insert application data into the template prior to trigger execution. In order to use JSON or XML the user has to set the template editor to rich text format before editing. You do so by clicking the HTML/Rich Text button at the far right of the template editor toolbar.

Be sure that your URL is able to accept HTTP Post requests. AdvanceCM currently does not support any other HTTP method. Also, most other methods do not allow for data transfer. Also, AdvanceCM does not retry if the service designated by the URL is unavailable or another error condition is returned. Finally, all HTTP failures are done quietly. This means that AdvanceCM will not notify you of a failure or show an error status. These two last points may be changed in the future as user requirements evolve.

To add a Payload template:

Navigate to Settings > Templates
Click the "+ Add Template" button.
Select the template type: Payload.
Create the template and click Save.
Now move to the Automations module.
Click on the + Auto Create dropdown and select the Messages option to create a payload automation.
Select the Event type and set a configuration for all required fields.
Perform this action: Choose Send HTTP Request.
Under the Send to Recipient step, page your Post url/Endpoint into the provided space.
Optional Filters: In this step you can choose to send this automation for specific rentals or channels or leave them blank to send to all.
Conditions: Choose the Message Template to send for your payload automation.

If you have any further questions regarding setting up an HTTP Trigger please let us know by contacting support.

4-Reviews Template:

AdvanceCM allows you to send reviews to guests using "Review your Guest" button. This button is visible to those Airbnb bookings which are paid and checked out within last 14 days time period.

On Review Guest Overlay, you can review for below predefined categories only by selecting stars for rating

1- Communication

2- Cleanliness

3- Respect House Rules

In Addition, you can choose Review template for responding Public Review and Private Review for guest.

To add a Review template:

Navigate to Settings > Templates
Click the "+ Add Template" button.
Select the template type: Review
Create the template and click Save.

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