Additional information is available to FareHarbor employees.
Canned messages allow you to save and reuse commonly-used messages when communicating with customers.
A few examples of how canned messages can be used:
- Include information about a specific tour in confirmation emails
- Send a weather update to your customers the day before a tour
- Include directions and parking information in an automated reminder
- Send a text message with a last-minute change of location or emergency information
Creating a canned message
Canned messages are created and managed in your Dashboard settings. Once created, you can edit them at any time.
To create a new canned message:
- Go to Settings > Communication > Canned Messages.
- Click New canned message.
- On the New canned message page, select a Type.
- Enter a Name.
- Enter your Email message and, if applicable, Text message.
- Click Create.
Using canned messages
Canned messages can be used in automatic reminders and follow-up messages, when sending emails or text messages from a booking, or when adding availability-specific confirmation notes to a public headline.
Note: If enabled, you can add translations for your canned email messages. They will be automatically translated to a supported language when sent to customers.
Canned reminder messages
You can use a canned email or text message as an automatic reminder for an item. Select the appropriate canned message from the Reminder message content dropdown:
Learn more about automatic reminder and follow-up notifications
Adding canned messages to emails and texts
Canned messages can be used both when emailing or texting a customer from a booking, or to send to multiple customers simultaneously from an availability.
Click the icon below the Message box to select from your list of canned messages. Messages are organized by type (Confirmation, Follow-Up, etc.).
You can also modify the canned message in the content box prior to sending it. This will not affect the previously created canned message.
To see what an email will look like before sending it, click the Preview email button located below the Message box.
Learn more about emailing customers
Note: If you see a message that says “Please contact your administrator for permission to view translated messages”, you will not be able to add or view translated canned messages to emails until granted permission by your administrator. You will, however, still be able to preview and send pre-existing translated content in the recipient’s language.
Sending canned messages
You can add a canned message to a reminder text or email message directly from a booking or to multiple users from an availability.
To add a canned message to a reminder text or email from a booking:
- Open the booking from which you want to send the message.
- Click Send email or text.
- Select Text message or Email message on the right-hand side.
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Click the icon below the Message box to select from your list of canned messages. Messages are organized by type (Confirmation, Follow-Up, etc.).
- Select the message you want to send. Note you can edit the canned message prior to sending without affecting the saved canned message.
- For emails, click the x on an email address to remove the customer from the email, or if sending a text, deselect the checkbox next to their name. See Texting customers for more information on sending text messages.
- Click either Send text or Send email.
To add a canned message to a reminder text or email from an availability:
- Open the availability from which you want to send the message.
- Click Send email or text.
- Select either Text message or Email message on the right-hand side.
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Click the icon below the Message box to select from your list of canned messages. Messages are organized by type (Confirmation, Follow-Up, etc.).
- Select the canned message you want to send. Note you can edit the canned message prior to sending without affecting the saved canned message.
- Click either Send text or Send email.
Learn more about texting customers
Sending stand-alone canned messages
Stand-alone canned messages are useful when you do not need to send detailed booking information to the customer.
To send a canned message on its own, make sure that the overall email type is set to Message, then select your canned message using the icon. This will send an email containing only the contents of the canned message.
Editing canned messages
To edit a canned message:
- Go to Settings > Communication > Canned Messages.
- Select the Edit icon for the canned message you want to update.
- Update the message as needed.
- Save your changes.
To delete a canned message:
- Go to Settings > Communication > Canned Messages.
- Select Edit icon for the canned message you want to delete.
- Click Delete, then confirm the deletion.