How to set up segmentation for scheduled messages
⚠️ Available segmentation options may vary based on your reservation data source (SiteMinder platform, property management system (PMS), revenue management system (RMS), or central reservation system(CRS).
To set up scheduled messages and their segmentation rules:
Go to Communication > Scheduled messages.
Click Create new and choose your email type (Upsell, Information, Check-in, etc.).
Click the Segmentation tab.
Under Which guests should receive this email?, select your criteria.
Choose Include or Exclude for each option.
Click Save changes.
💡 If you want to send a scheduled message to all guests, you don't need to configure segmentation settings.
Preview who will receive the message
Check Message visibility on the right of the page to see how many guests will receive your email in the next 90 days based on your segmentation rules.
Examples of segmentation for scheduled messages
You could set up segmentation rules for your scheduled messages, to only send certain messages depending on:
Number of nights
Whether the booking was booked directly or made via an OTA
The guest’s language or country — Note: not all reservations may have language or country data.