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Booking Anniversary Automation

The Booking Anniversary automation re-engages past guests on the anniversary of when they made their last booking. This automation leverages the emotional connection guests have with specific dates and encourages repeat bookings.

Overview

Purpose: Re-engage past guests, encourage repeat bookings, and build long-term guest relationships.

Trigger: Anniversary date of when the guest first booked their stay.

Channels: Email (primary) with optional SMS for VIP guests.

Setup Instructions

  1. Navigate to Automations in your SendSquared dashboard
  2. Click + Create New Automation
  3. Select Booking Anniversary from the template library or start from scratch
  4. Configure the automation with the following nodes:

Step 1: Configure Trigger

  1. Select the Anniversary Date trigger
  2. Set to trigger on:
    • Date Field: Reservation.BookingDate
    • Frequency: Yearly
    • Look-back Period: 1 year (catches guests who booked 1 year ago)

Step 2: Add Conditional Logic

  1. Add a Condition node to ensure guest hasn't booked recently

    • Condition: LastStayEnd > 180 days ago
    • Focuses on guests who haven't stayed recently
  2. Add another condition to exclude problem guests

    • Condition: GuestRating >= 3 AND NoUnresolvedDisputes = True

Step 3: Add Email Action

  1. Add an Email action
  2. Create a personalized anniversary message
  3. Configure email settings:
    • From name: Host/Manager name
    • Subject: "Happy Anniversary! It's Been a Year Since..."
    • Content: Memory recall, appreciation, and special offer

Step 4: Add VIP Guest Treatment (Optional)

  1. Add a Condition for VIP guests
    • Condition: TotalBookings >= 3 OR TotalRevenue >= $1000
  2. Add an SMS action for VIP recognition

Email Template Example