Streamline Message Setup Guide

We will refer to this page to set up your guest message flow with Streamline.

Table of Contents

1. Learn about the Autohost Process Flow

2. Learn about Autohost Stargate

3. Set up your Message Templates

   1. AH Booking Confirmation

   2. AH Reminder 1 & 2

   3. AH Check-In Instructions

In this guide, the words 'message' and 'document' are used synonymously.

 

Learn about Autohost Process Flow

 

To learn more about the process flow, refer to this help center article. 

 

Learn about Autohost Stargate

Autohost Stargate is an email relay system.

Its purpose is to act as a gatekeeper in your online communications with guests, which allows Autohost's Screening AI to complete a risk analysis on the guest. The results of this analysis will determine where or not to release the check-in instructions.

Stargate uses verification-dependent filters to release (or withhold) specific messages (i.e. check-in instructions or house manuals).

To learn more about Stargate, refer to this help center article.

For a visual representation of message flows, refer to this messaging flow chart.

 

Set up your Message Templates

Follow the instructions below to set up the following messages: 

1. AH Booking Confirmation

2. AH Reminder 1 & 2

3. AH Check-In Instructions

 

1. AH Booking Confirmation 

Activation Steps:

1. On Streamline, go to Communication > General > Manage Documents.

   

2. On this page, scroll to the bottom and click Add New Document.

   

3. Proceed to fill out the document, as follows:

Name your document:

AH Booking Confirmation

Would you like to use an email trigger?: 

Yes

Email Subject: 

Thank You For Booking ({global.reservation.id})

Pick your trigger and delay: 

Booking Confirmation

Now, scroll down to the bottom of the page, and click Continue.

Specific Emails:

In here, paste your Autohost Stargate ID email address (click here for help). Then, click Continue. 

 

Choose which properties use this document:

Select ALL Resorts and ALL Homes, unless you wish to select a specific group.

Attach PDF's or other files to be attached to the emails:

Files are not required. Click Continue to proceed.

Select status active/inactive:

InActive

Now, click on the text "here" (highlighted below) to continue your setup, where we'll add the message copy.

Review, and click Submit.

 

Next, go to your document list, search for "AH booking," and select the Status as 'InActive' to filter your result. Once your document appears, click on the pencil icon to add your message copy. 

 

Message:

Hi {reservations.first_name},

Thank you for booking a stay with us.

Here are your reservation details:

{reservations.unit_name}
Check-in: {reservations.startdate}
Check-out: {reservations.enddate}
Number of Guests: {reservations.occupants}

To receive your check-in instructions, complete our secure Guest Verification portal below:

https://verifyhub.org/{global.reservation.id}

We look forward to hosting you!

Thanks,
Your host

#AHP#streamline:email:{global.reservation.id}:confirmation#AHP#

 

Next, ensure that the tags are correct. Once confirmed, proceed to save the message template.

 

 

2. AH Reminder 1 & 2

Activation Steps:

1. On Autohost, go to Guest Portal > Messages. 

2. Review message copy for the following Reminders to confirm it reflects your company language and branding:

   1. Reminder 1

   2. Reminder 2

3. Once reviewed, click on the toggle for each message to turn it 'on' (see images below). 

Here's what Reminder 1 should look like:

Here's what Reminder 2 should look like:

 

3. AH Check-In Instructions

Activation Steps:

1. On Streamline, go to Communication > General > Manage Documents.

   

2. On this page, scroll to the bottom and click Add New Document.

   

3. Proceed to fill out the document, as follows: 

Name your message:

AH Check-in Instructions

Would you like to use an email trigger?: 

Yes

Email Subject: 

Your Upcoming Reservation ({global.reservation.id})

Pick your trigger and delay: 

 X or Less Days Before Before Check-in = 2

Now, scroll down to the bottom of the page, and click Continue.

Specific Emails:

In here, paste your Autohost Stargate ID email address (click here for help). Then, click Continue. 

Choose which properties use this document:

Select ALL Resorts and ALL Homes, unless you wish to select a specific group.

Attach PDF's or other files to be attached to the emails:

Files are not required. Click Continue to proceed.

Select status active/inactive:

InActive

Now, click on the text "here" (highlighted below) to continue your setup, where we'll add the message copy.

Review, and click Submit.

Next, go to your document list, search for "AH check-in" and select the Status as 'InActive' to filter your result. Once your document appears, click on the pencil icon to add your message copy. 

Message:

Hi {reservations.first_name}

Thank you for verifying your reservation. We look forward to hosting you!

Here are your check-in details:

[INSERT CHECK-IN DETAILS HERE]

Thanks,
Your host

#AHP#streamline:email:{global.reservation.id}:ci#AHP#

Congratulations! You have just created two new communication documents on Streamline. Next, we will test the Autohost - Streamline workflow to ensure we are ready for our launch day. Feel free to contact your Onboarding Specialist to book your go-live date.