BrightSide Software logo

BrightSide Short Term Rental Software
Do more. Work less.™

Our cloud-based hospitality software is both powerful and easy to use. But more importantly, our support team is here for you, ready to help make your user experience the best it can possibly be.

  1. BrightSide is powerful and easy to use from anywhere you have Internet access.
  2. BrightSide’s API integrates directly with Airbnb, Vrbo, Booking.com, Google Vacation Rentals and others.
  3. BrightSide support responds to email requests in minutes or hours, not days or weeks. No AI, real people.
  4. BrightSide support answers the phone. If we can’t answer, leave a message and we will call you back. Really.
  5. BrightSide is affordable. We do not add charges for features; it’s all included in the subscription.
BrightSide Software logo

BrightSide Short Term Rental Software
Do more. Work less.™

Our cloud-based hospitality software is both powerful and easy to use. But more importantly, our support team is here for you, ready to help make your user experience the best it can possibly be.

  1. BrightSide is powerful and easy to use from anywhere you have Internet access.
  2. BrightSide’s API integrates directly with Airbnb, Vrbo, Booking.com, Google Vacation Rentals and others.
  3. BrightSide support responds to email requests in minutes or hours, not days or weeks. No AI, real people.
  4. BrightSide support answers the phone. If we can’t answer, leave a message and we will call you back. Really.
  5. BrightSide is affordable. We do not add charges for features; it’s all included in the subscription.

Creating a Channel Message Template

2024-09-19T16:29:18-04:00

Summary

BrightSide is capable of sending automated guest messages utilizing three different system types, email, SMS texts, and an online travel agency’s (OTA) messaging system. Currently we are directly integrated with Airbnb, Vrbo, and Booking.com. The benefit of our integration is that it allows you to message guests through the OTA’s respective messaging system, directly from BrightSide. You may utilize BrightSide’s “Channel Guest Letters” feature to create custom communications for OTA guests.

In this tutorial, you will learn how to set up a guest message template to communicate with guests through the online travel agencies’ messaging systems.

NOTE: There is a difference between Channel Messaging and Guest Messages. While they are both capable of sending messages to guests utilizing SMS and the connected OTA channels, Guest Messages is a manual process for communicating with guests, while Channel Messaging is an automated process. You are currently reading how to set up Channel Messaging. Please refer to Guest Messages to learn how to send and receive messages manually to/from guests.

Channel Messaging

What Is It?

BrightSide created direct API integrations with each of the online travel agencies’ messaging systems. This offers a way to create custom message templates within BrightSide, and send to OTA guests automatically through their systems. Our messaging system currently integrates with Airbnb, Vrbo, and Booking.com.

Why Use Channel Messaging?

  1. BrightSide’s channel messaging provides a central location to correspond with guests from Airbnb, Vrbo, and Booking.com, without having to log into those accounts elsewhere.
  2. You may automate OTA guest messages from the convenience of BrightSide.
  3. Airbnb no longer provides guest email addresses, making communication a multi-step process. This decision forced hosts to utilize the Airbnb messaging app to communicate with guests. Alternatively, you could call or text the guests and ask for their email address, which may or may not be given to you. Now you may send messages to guests from BrightSide whether you have their email addresses or not.
  4. You may create custom templates, designed to communicate a unique message to guests booking though various OTA channels. If you want to send Vrbo guests a different communication than those on Booking.com, you may do that.

Create a Channel Template

Navigate to: Setup > Edit Guest Letters > +Add Template (blue button)

Select the Template Type

From the “Template Type” dropdown menu select “Channel.” This differentiates your message from email and text templates and tells BrightSide to use the OTA’s messaging platform when sending the message.

If the guest books through Airbnb, BrightSide will use the Airbnb messaging system to communicate with the guest. If Vrbo is the channel they booked through, it will use the Vrbo messaging system, and so on.

Name the Template

Companies utilizing a large number of messaging templates understand the value of being specific when naming the message. For example, if you use email, channels, and texting to communicate with guests, you must be able to distinguish them in a dropdown menu within the reservation. If you create an arrival letter for each of these channels, and name them all “Arrival Information,” this will be confusing in a list.

We recommend naming each arrival letter and labeling it with the way it will be sent. The guest will not see the name of the letter.

  • Arrival Information (Airbnb)
  • Arrival Information (Text)
  • Arrival Information (Email)
  • Arrival Information (Vrbo)
  • Arrival Information (BDC)

NOTE: If you want to create a single message that sends to all OTA guests, you may do that. But by using separate templates you can refer to the specific OTA in the message without mentioned the others.

Creating a Channel Email Template | Type & Name
Template Type & Name

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Adding Content

As you think through the content for each channel, remember that you can use the dynamic text to personalize each message. The dropdown menu allows you to insert the guest’s name, unit name, gate code, door code, arrival date and time, departure date and time, and a whole lot more. This information is dynamically imported, so each message using this template is personalized for that specific guest.

NOTE: You may not use images, logos, or stylized text in channel messages, as they are not supported. Therefore, channel messages must only use basic text.

Creating a Channel Email Template | Adding Content
Creating a Channel Email Template | Adding Content

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Automatically Send

Channel guest messages may be set to automatically send at a specific time or event. Additionally, any of these messages may be manually sent when needed. The preferred method is to have the messages sent automatically. There are a couple of ways to trigger the auto send feature:

  • When something happens.
    • Select from the following triggers: Reservation Taken, Deposit Confirmed, Checkin, Checkout, Reservation Cancelled, Reactivated, Balance Due, Balance Paid, Documents Signed, or Contract Signed.

OR

  • On a schedule.
    • Select from the following triggers: On/Before/After: Booking Date, Arrival Date, Departure Date, Cancellation Date, Balance Due Date, or Rebooking Date. Select a time of day also.
    • Send immediately if reservation made after date has passed.

HINT: When using “On a schedule,” for your trigger, you also have the option to “Send immediately if reservation made after date has passed.” This is handy if you set a condition to send out a message a week before arrival, but they make the reservation five days before arrival. Checking this box ensures they will receive the email, since the triggering event has already passed.

Creating a Channel Email Template | Automatically Send
Automatically Send Settings

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Add Conditions

While it is unlikely you need all of the following conditions, they are available if/when you need them. The most used condition for channel messages is “Include reservation sources.” When you are connected to Airbnb, Vrbo, or BDC, these options appear after you select “Include reservation sources.” If you only want the message to go to Airbnb guests, only tick the box next to Airbnb.

  • Include specific units
  • Exclude specific units
  • Include reservation sources
  • Exclude reservation sources
  • Include Reservation Types
  • Exclude Reservation Types
  • Include Reservations Without a Balance
  • Exclude Reservations Without a Balance
  • Include Reservations Without Travel Insurance
  • Exclude Reservations Without Travel Insurance
  • Include Reservations with Fee/Charge

Corresponding with Guests

All correspondence with guests, both text and channel messages, takes place in Guest Messages. Keep in mind that BrightSide does not receive any incoming email. Those messages are routed to an email address outside of BrightSide. However, texts and channel messages can be managed here.

Navigate to: Reservations > Guest Messages

Guest Messages

When you receive a new guest message, a link to it will show up on your home screen. The link takes you to the thread in Guest Messages where you may respond if needed. After clicking on the link, it will be cleared from the unread messages on the home screen. To re-access the message, you need to go to Guest Messages or the “Communications” tab in the reservation.

NOTE: Within a reservation, the “Communications” tab provides links to any existing message threads and a link to start a new one if none exists.

Creating a Channel Email Template | Create a Message Thread
Create a Message Thread

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Creating a Channel Email Template | Link to Message Thread
Link to Message Thread

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Creating a Channel Email Template | Guest Message Threads
Guest Message Threads

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Creating a Channel Message Template2024-09-19T16:29:18-04:00

Creating a Text Message Template

2024-12-12T12:25:51-05:00

Summary

Before getting started here, make sure that you have applied for, and been approved, for a texting campaign by The Campaign Registry. If you have not done this, contact our office to get the ball rolling. If you already have approval, you are in the right place to get started.

The text messaging feature in BrightSide uses predefined templates to communicate with guests, owners, housekeeping, and maintenance. In this article, we will show you how to set up a text message template to go out automatically at predetermined times. You may also manually send a text message from one of these templates.

NOTE: The text message templates in BrightSide are ALL connected to reservations. In other words, you cannot send a text to someone who does not have a reservation or is not associated with a reservation, like the owner or cleaner. These templates can be set up to go out automatically, or manually if you prefer.

Navigate to:  Setup > Edit Guest Letters > +Add Template (blue button)

Adding a Template

Select Template Type

The “Guest Letter Template” is used to create templates for both emails and texts. In this first step, select “Text” as the type of template you are creating. Most of the features work the same as for email, but when you choose “text,” the subject field disappears because it is not needed.

In the “Letter Name” field, give this template a name that is easily recognizable, and distinguishable, from other texts and emails.

HINT: Place a “T” in the name so you know it is a text in the dropdown menu. You may have an email with the same name, and this is helpful when you  need to send a message manually. Trust us! For example, name this text, “T Deposit Confirmation.” Guests don’t see the name, so name it so you know what it is.

Creating a Texting Template | Type & Name
Creating a Texting Template | Type & Name

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Content

The content for a text message needs to be short and sweet. As a general rule, use no more than 160 characters. This is the industry standard, and if it is longer, it may be broken into multiple texts, or even worse, go undelivered.

BrightSide recommends keeping it short, and using dynamic text to create personal messages.

Creating a Texting Template
Creating a Texting Template | Content

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Creating a Texting Template | Content
Creating a Texting Template | Content

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Automatically Send

Now that you have content, you need to set the parameters for sending the text. There are two types of triggers that automatically send a text message:

  • When something happens.
    • Select from the following triggers: Reservation Taken, Deposit Confirmed, Checkin, Checkout, Reservation Cancelled, Reactivated, Balance Due, Balance Paid, or Documents Signed.

OR

  • On a schedule.
    • Select from the following triggers: On/Before/After: Booking Date, Arrival Date, Departure Date, Cancellation Date, Balance Due Date, or Rebooking Date. Select a time of day also.

HINT: Create unique text templates for each occasion that you want to send a text. For example, if you want to send a text when the reservation is taken, create a template for it. If you need to send another text at “Checkin” containing the entry codes, create another one. Remember, if you select both types of triggers, they will both send.

Creating a Texting Template | Automatically Send When Something Happens
Creating a Texting Template | Automatically Send When Something Happens

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Creating a Texting Template | Automatically Send on a Schedule
Creating a Texting Template | Automatically Send on a Schedule

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Add Conditions

BrightSide allows you to set conditions determining who receives a particular text. You may include guests in specific units or exclude guests in specific units. You can set up a text to only go out to specific reservation sources, like Airbnb, or Vrbo. There are a number of conditions from which you may select.

Creating a Texting Template | Adding Conditions
Creating a Texting Template | Adding Conditions

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Creating a Texting Template | Adding Conditions
Creating a Texting Template | Adding Conditions

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Recipient

Choose who is going to receive this text. Is it the guest, owner, cleaner, or someone else?

Creating a Texting Template | Choosing a Recipient
Creating a Texting Template | Choosing a Recipient

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Creating a Text Message Template2024-12-12T12:25:51-05:00

Creating an Email Message Template

2024-12-12T12:27:19-05:00

Summary

The email feature in BrightSide uses predefined templates to communicate with guests, owners, housekeeping, and maintenance. In this article, we will show you how to set up an email message template to go out automatically at predetermined times. You may also manually send an email message from one of these templates. Keep in mind, BrightSide sends messages out, but any incoming email will be routed to a separate email account outside of BrightSide.

NOTE: The email message templates in BrightSide are ALL connected to reservations. In other words, you cannot send an email to someone who does not have a reservation or is not associated with a reservation, like the owner or cleaner. These templates can be set up to go out automatically, or manually if you prefer.

Navigate to:  Setup > Edit Guest Letters > +Add Template (blue button)

Adding a Template

Select Template Type

The “Guest Letter Template” is used to create templates for three different types of communications: emails, texts, and OTA channel integrated messaging. In this example, we are using the “Email” option.

In this first step, select “Email” as the type of template you are creating. Most of the features work the same for email and texting. However, the “Channel” options work a little bit differently, which are explained in the Knowledge Base article, Creating a Channel Messaging Template.

In the “Letter Name” field, give this template a name that is easily recognizable, and distinguishable, from other texts and emails. You may also enter a subject in the Subject field.

NOTE: The “dynamic text short codes” may be copied and pasted into the subject field if you want to use them there.

Creating an Email Template | Type & Name
Creating an Email Template | Type & Name

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Content

The content for an email message can be as short or long as you need it to be. As a general rule, people don’t read lengthy emails. Enter just what is necessary and nothing more. BrightSide recommends keeping it short, and using dynamic text to make your emails personal.

  • Dynamic Text: you can create a generic template that is easily personalized by inserting dynamic text into the body of the email. Place your cursor in the email where you want to insert the information, then click on the “Insert dynamic text” dropdown. You can choose from nearly 50 options, like guest name, unit name, check-in date, check-out date, and others.
Creating an Email Template | Dynamic Text
Creating an Email Template | Dynamic Text

Click on Image for Enlarged View

Automatically Send

Now that you have content, you need to set the parameters for sending the email. There are two types of triggers that automatically send an email:

  • When something happens.
    • Select from the following triggers: Reservation Taken, Deposit Confirmed, Checkin, Checkout, Reservation Cancelled, Reactivated, Balance Due, Balance Paid, or Documents Signed.

OR

  • On a schedule.
    • Select from the following triggers: On/Before/After: Booking Date, Arrival Date, Departure Date, Cancellation Date, Balance Due Date, or Rebooking Date. Select a time of day also.

HINT: Create unique email templates for each occasion that you want to send an email. For example, if you want to send an email when the reservation is taken, create a template for it. If you need to send another email after “Checkin” containing the entry codes, create another one. Remember, if you select both types of triggers, they will both send.

Creating a Texting Template | Automatically Send When Something Happens
Creating a Texting Template | Automatically Send When Something Happens

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Creating a Texting Template | Automatically Send on a Schedule
Creating a Texting Template | Automatically Send on a Schedule

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Add Conditions

BrightSide allows you to set conditions determining who receives a particular email. You may include guests in specific units or exclude guests in specific units. You can set up an email to only go out only to specific reservation sources, like Airbnb, or Vrbo. There are a number of conditions from which you may select.

Creating an Email Template | Adding Conditions
Creating an Email Template | Adding Conditions

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Creating an Email Template | Adding Conditions
Creating an Email Template | Adding Conditions

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Recipient & Attachments

Choose who is going to receive this email. Is it the guest, owner, cleaner, or someone else? If this is an email, you may also choose to include an attachment. Be careful not to choose more than one or two attachments, filters could designate it as SPAM and fail to deliver it.

Creating an Email Template | Choosing a Recipient
Creating an Email Template | Choosing a Recipient

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Creating an Email Message Template2024-12-12T12:27:19-05:00
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