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

 

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.

This is your current message flow: 

Streamline > Guest

Your pre-check-in messages to guests are set up and sent by Streamline.

This is your new message flow:

Streamline > Autohost > Guest

Your pre-check-in messages to guests will first pass through Autohost Stargate, to ensure the right conditions are met before the messages are released to the guest.

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.

    Screenshot_Where to Locate Manage Documents module on Streamline
  2. On this page, scroll to the bottom and click Add New Document.

    Screenshot_Where to Locate Add New Document Button on Streamline
  3. Proceed to fill out the document, as follows:

    Name your document:

    AH Booking Confirmation

    Screenshot_How Add a New Document on Streamline (Step 1)

    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

    Screenshot_How Add a New Document on Streamline (Step 2.1)-1

     

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

    Screenshot_How Add a New Document on Streamline (Step 2.1)

     

    Specific Emails:

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

    Screenshot_How Add a New Document on Streamline (Step 3)

    Choose which properties use this document:

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

    Screenshot_How Add a New Document on Streamline (Step 4)

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

    Files are not required. Click Continue to proceed.

    Screenshot_How Add a New Document on Streamline (Step 5)

    Select status active/inactive:

    InActive

    Screenshot_How Add a New Document on Streamline (Step 6)

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

    Screenshot_How Add a New Document on Streamline (Step 7)

    Review, and click Submit.

    Screenshot_How Add a New Document on Streamline (Step 8)

     

    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. 

    Screenshot_How Add a New Document on Streamline (Step 9)

     

    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.

     

    Screenshot_How Add a New Document on Streamline (Step 10)

     

     

    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:

    Screenshot_How to Set Up Reminder 1 Message on Autohost-1

    Here's what Reminder 2 should look like:

    Screenshot_How to Set Up Reminder 2 Message on Autohost

     

    3. AH Check-In Instructions

    Activation Steps:

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

      Screenshot_Where to Locate Manage Documents module on Streamline
    2. On this page, scroll to the bottom and click Add New Document.

      Screenshot_Where to Locate Add New Document Button on Streamline
    3. Proceed to fill out the document, as follows: 


    Name your message:

    AH Check-in Instructions

    Screenshot_How Add the AH CI Message Template on Streamline (Step 1)

    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

    Screenshot_How Add the AH CI Message Template on Streamline (Step 2)

     

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

    Screenshot_How Add a New Document on Streamline (Step 2.1)

     

    Specific Emails:

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

    Screenshot_How Add a New Document on Streamline (Step 3)

    Choose which properties use this document:

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

    Screenshot_How Add a New Document on Streamline (Step 4)

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

    Files are not required. Click Continue to proceed.

    Screenshot_How Add a New Document on Streamline (Step 5)

    Select status active/inactive:

    InActive

    Screenshot_How Add a New Document on Streamline (Step 6)

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

    Screenshot_How Add a New Document on Streamline (Step 7)

    Review, and click Submit.

    Screenshot_How Add the AH CI Message Template on Streamline  (Edit Details page)

    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. 

    Screenshot_How Add the AH CI Message Template on Streamline  (Document Search page)

    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#

    Screenshot_How Add the AH CI Message Template on Streamline  (Message Modification page)

     

    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. 

    Ready? Let's book an appointment with an Autohost Onboarding Specialist. 

     

    Access your unique Autohost Stargate ID by following this link. You will find it under the Stargate tab.

    1. If your Guest Portal is hosted on a white-labelled URL, be sure to insert it in place of the generic link (https://verifyhub.org). For info, contact your Autohost Account Manager.
    2. Each message sent through Stargate must have an #AHP# code snippet.
    3. Each code snippet must be unique. If two messages have identical code snippets, Stargate will be forced to ignore one of them.
    4. A message can have only one #AHP# code snippet. If you need to send multiple messages, you may create separate messages, and add a new code snippet.
    5. The #AHP# code snippet must be the last line of text.