Best practice for emailing guests?

Scott K
Dec 10, 2023 11:54 AM
Joined Oct, 2023 11 posts

Hi there, there other day I needed to look up something I had sent to a guest but couldn't recall whether I had emailed her through OwnerRez vs. my own mail client (gmail).

What have you all found is the best practice for sending emails? Like, when do you send from OR vs. your own mail client?

Clearly OR is useful for automated messages and also for composing quotes, so is that the answer (triggered messages and quotes from OR, everything else using the mail client)?

Undercard_Wonder
Jan 2, 2024 3:18 PM
Joined Nov, 2023 56 posts

I'm pretty new at OwnerRez, but not with this kind of issue.

You need a central source of authority, meaning that you should have one place where everything is the latest and true version, and then everything else copies that source.

So, in theory, you should use OwnerRez for all communications.

That said, using Airbnb with the API integration, all messages seem to be synced properly. Given that Airbnb's interface is better on mobile, I use it frequently when replying to guest issues, and I find that they're all showing up just fine in the OwnerRez system.

Right now I'm copying over all of my messages into templates, setting triggers, and trying to understand that little ecosystem. When I'm done, I will have everything being sent from OwnerRez *except* manually one-off messages to guests.  As far as I can tell, this will work fine.

Once I start adding more channels, having a central source of authority will move from "more convenient" to "essential."

I hate when guests call or text me, because now I don't have any record of what they said, which is crucial in any dispute. For that reason alone I am considering the "SMS" option on OwnerRez.

TAKEAWAY: unless you're fully satisfied that messages are syncing back flawlessly to OwnerRez, NEVER use anything else for any communication you could possibly want in the future.  That's what you're paying OwnerRez for -- to have one place of central authority that can echo out to all the customer-facing branches.  The rest of it, as far as I can tell, is one long configuration screen.