💡 Important to know
To set up and customise your property’s scheduled emails, go to Emails > Scheduled emails. In Email edit, edit the segmentation settings in the Segmentation tab.
This article explains how to configure a scheduled email to be sent to certain guests, by adjusting the email’s Segmentation settings.
To determine and restrict which guests should receive a scheduled email, configure the email’s Segmentation settings. If the email should be sent to all guests, Segmentation settings do not need to be configured.
Segmentation settings
⚠️ Depending on the source of the reservation information — either from your SiteMinder platform or your integration (property management system, revenue management system, or central reservation system), the available Segmentation options may vary.
To set up and customise your property’s scheduled emails and their Segmentation settings, follow these steps:
Go to Emails > Scheduled emails.
Click Create new and in Choose type, choose the type of email you want to create (Upsell, Reservation confirmation, Information, Check-in).
In Email edit, click on the Segmentation tab.
Under Which guests should receive this email? you will see the available segmentation options.
Select Include or Exclude in the drop-down box for each available option to configure the criteria for which guests will receive the email.
Click Save changes.
Email visibility
Once the segmentation settings under Which guests should receive this email? have been configured, under Email visibility, you will see the number of guests who will view the email, according to your selection(s), based on the next 90 days of reservations.
➕ For example: this image shows how to Include a certain Room Type Name (Deluxe Double Room):
Add multiple values for one Segmentation option
If more than one value is selected per available option, the values will be set as ‘or’, rather than ‘and’.
➕ For example:
Select Include from the drop-down and add two Room type names ‘Deluxe Double Room’ and ‘Junior Suite.
Entering these two room types will mean that the Segmentation rule for a guest to receive this email, they must be staying in either the ‘Deluxe Double Room’ or ‘Junior Suite.
Add multiple Segmentation options
If multiple Segmentation options are configured, the values will be set as ‘and’.
➕ For example:
Select Include from the drop-down and add two room type names ‘Deluxe Double Room’ and ‘Junior Suite.
Then, select Include from the drop-down and under the Adults segmentation option, add value of ‘1’.
Configuring multiple options means that in order to receive this email, a guest must be staying in either the ‘Deluxe Double Room’ or the ‘Junior Suite’, and there must only be ‘1’ Adult on the reservation.
Examples of when to set up email Segmentation
Here are some examples of different scenarios when you might want to set up email Segmentation:
Send an email to guests who book via an online travel agent (OTA), and send a separate email to guests who book directly
If a direct connection with an integration — property management system (PMS), revenue management system (RMS), central reservation system (CRS) — is supported, the Channel segmentation option may be available.
Using the Channel segmentation setting, a separate email can be set up to be sent to guests who book via an OTA, and a separate one set up and sent to guests who book directly.
To configure the Segmentation settings so that the email is only sent to guests who book directly (not via an OTA), select Include from the drop-down and select Direct as the Channel value.
To configure the Segmentation setting so that the email is only sent to guests who book via an OTA, select Exclude from the drop-down and select Direct as the Channel value.
Send an email to international guests only
Segmentation settings can be used to send an email to guests who speak a certain Language or reside in a certain Country — useful if the email is not intended to local guests.
⚠️ Not all reservations may have Language or Country data.