BA Campaign Monitor
Before setting up Booking Abandonment on the client website be sure that everything is already set up in Campaign Monitor.
There are two different parts to the Campaign Monitor setup (1) List Setup and (2) Automation Setup.
Table of Contents:
Campaign Monitor List Setup
Streamline Clients: Be sure to create the list in Streamline FIRST and then finish the steps for Campaign Monitor. For more information on how to create a Streamline list, https://bluetent.atlassian.net/wiki/spaces/PROD/pages/931921935
Log into Campaign Monitor and head to Lists & subscribers in the main nav.
Depending on how far you are into your setup and how you decide to set up your lists, you might:
Create a new list specifically for Booking Abandonment (recommended).
Use the reservation list you have already set up in Campaign Monitor. If your client is Escapia, reference https://propertybrands.sharepoint.com/:x:/r/sites/TeamBlueTent/_layouts/15/Doc.aspx?sourcedoc=%7B77416C39-D18C-461C-809F-60BBBCA5AB66%7D&file=CM-Escapia%20Custom%20Fields.xlsx&action=default&mobileredirect=true&isSPOFile=1¶ms=eyJBcHBOYW1lIjoiVGVhbXMtRGVza3RvcCIsIkFwcFZlcnNpb24iOiIxNDE1LzIyMDQwMTExNDA5In0%3D&cid=8b5edb77-581b-46fc-b3ea-491b921b7bc9 for custom fields set up.
If your client is using Streamline, you will want to set up a new list in Streamline and then continue on to Step 4. For more information on how to sync with Streamline - https://bluetent.atlassian.net/wiki/spaces/PROD/pages/931921935
DO NOT use your general marketing list to set up Booking Abandonment. These people have not consented to receive general marketing emails. We can only send them Booking Abandonment emails.
*For the rest of this How-To, we will create a new list specifically for Booking Abandonment (recommended).
Use the green Create New List button.
Name your list Reservations - Booking Abandonment or something similar,
Keep the List Type as Single opt-in,
And then press the green Create List button.On the right-hand side, under the More Actions section, select the Settings option.
Find Unsubscribe Actions located under Unsubscribe Options and select Edit.
Use the radio button and update to Remove subscribers from this list only and press the green Save Changes button.
Head back to your list and sync with Guest Portal. For more information on how to sync your list with GuestPortal - Information on GuestPortal is still in Google Drive
If you have Streamline or cannot sync to the client’s PMS, just skip to the next step.
Create 9 custom fields specifically for Booking Abandonment.
BA Property ID - text
BA Booking Completed - number
BA Property Available - number
BA Property Name - text
BA Property URL - text
BA Property Image - text
BA Abandonment Date - date
BA Arrival Date - text
BA Departure Date - text
Once your custom fields are created, head back to your list and go to your Segments.
You will be creating 2 segments. To start a new segment, select the green Create a new segment button.
Not Booked and Property Available
Define rule based on … : BA Booking Completed
matches Exactly
0 (zero)
Select the blue + AND button.
Define rule based on … : BA Property Available
matches exactly
1 (one)
IF YOUR CLIENT IS NOT SYNCED TO ANYTHING SKIP TO STEP 9B
Escapia - 9A1, Streamline - 9A2IF THIS IS AN ESCAPIA CLIENT ADD :
Select the blue + ADD button.
ESC Status
matches exactly
Checked Out
Select the blue + OR button.
ESC Status
Is not provided
Select the blue + OR button.
ESC Status
matches exactly
Canceled
IF THIS IS A STREAMLINE CLIENT ADD:
Select the blue + AND button.
Status
is not provided
Name Your Segment something along the lines of Not Booked and Property Available and press the green Save and preview button.
Not Booked and Property NOT Available
Define rule based on … : BA Booking Completed
matches exactly
0 (zero)
Select the blue + AND button.
Define rule based on … : BA Property Available
matches exactly
0 (zero)
IF YOUR CLIENT IS NOT SYNCED TO ANYTHING SKIP TO STEP 10
Escapia - 9B1, Streamline - 9B2IF THIS IS AN ESCAPIA CLIENT ADD :
Select the blue + ADD button.
ESC Status
matches exactly
Checked Out
Select the blue + OR button.
ESC Status
is not provided
Select the blue + OR button.
ESC Status
matches exactly
Canceled
IF THIS IS A STREAMLINE CLIENT ADD:
Select the blue + ADD button.
Status
is not provided
Name Your Segment something along the lines of Not Booked and Property NOT Available and press the green Save and preview button.
Campaign Monitor Automated Journey Setup
Booking Abandonment - Property Available
Log into your client’s Campaign Monitor account and head to Automation in the main nav.
Select the green Create a new journey button.
Name this journey - Booking Abandonment - Property Available
What will trigger this journey? - A date
Recipients - select the list you created for Booking Abandonment -
Reservations - Booking AbandonmentWhen should this journey start?
On
BA Abandonment Date
Select the green Build your journey → button.
Select the + button to add a Delay to the journey
Length of the delay - 24-hours
Select the + button to add an Email to the journey
Step Name - Booking Abandonment - Property Available
This step name will be the Campaign Name in Google Analytics.
Subject ex - “Oops, Looks Like You Forgot Something”, “Still Thinking it Over?” (or something similar)
From -
From Name - Client Name
From Email - Client Email
Send any replies to a different email address - No need to check this box, unless the client wants replies to go to a different email address than the one they are sending from.
Send to specific segments - check this box
Check the Not Booking and Property Available box.
Select the green Add email content → button to create your Booking Abandonment - Property Available email.
Create your email with your Booking Abandonment Property Available template.
A few things to remember:
Update your pre-header text information.
Add any other marketing materials you may want to.
Once you’ve tested everything, use the green Turn on journey button to turn this bad boy on.
Booking Abandonment - Property Not Available
Log into your client’s Campaign Monitor account and head to Automation in the main nav.
Select the green Create a new journey button.
Name this journey - Booking Abandonment - Property Not Available
What will trigger this journey? - A date
Recipients - select the list you created for Booking Abandonment -
Reservations - Booking AbandonmentWhen should this journey start?
On
BA Abandonment Date
Select the green Build your journey → button.
Select the + button to add a Delay to the journey
Length of the delay - 24-hours
Select the + button to add an Email to the journey
Step Name - Booking Abandonment - Property Not Available
This step name will be the Campaign Name in Google Analytics.
Subject ex - Oops, Looks Like You Forgot Something (or something similar)
From -
From Name - Client Name
From Email - Client Email
Send any replies to a different email address - No need to check this box, unless the client wants replies to go to a different email address than the one they are sending from.
Send to specific segments - check this box
Check the Not Booking and Property Available box.
Select the green Add email content → button to create your Booking Abandonment - Property Available email.
Create your email with your Booking Abandonment Property Available template.
A few things to remember:
Update your pre-header text information.
Add any other marketing materials you may want to.
Once you’ve tested everything, use the green Turn on journey button to turn this bad boy on.