Welcome series for first-time guests

Purpose

1.1. Automate a multi-touch welcome series that introduces first-time resort hotel guests to hotel amenities, activities, loyalty programs, and special offers.
1.2. Automating guest onboarding maximizes engagement, boosts loyalty program sign-ups, and enhances guest satisfaction by providing timely, relevant information tailored to individual preferences.
1.3. Automation orchestrates personalized, cross-channel communications to ensure each guest receives crucial details pre-arrival, at check-in, during stay, and post-checkout, automating the guest lifecycle for a premium experience.

Trigger Conditions

2.1. Automated trigger upon successful completion of a first-time booking in the resort’s reservation system.
2.2. Automated API event for a new profile in the CRM tagged “first-time guest.”
2.3. Automating triggers based on check-in or check-out timestamps via PMS (Property Management System) integrations.
2.4. Specific automation event on opt-in consent for marketing communications.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS series using Twilio Messaging Service API; sample configuration: set messaging flow via Studio with booking ID as trigger.
3.2. SendGrid
• Feature/Setting: Automated email drip campaign via SendGrid Marketing Campaigns API; configure trigger on segment “New Resort Guest.”
3.3. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder workflow with Data Extension trigger and automated Welcome Journey emails.
3.4. HubSpot
• Feature/Setting: Automate enrollment in “First-Time Guest Workflow” with event-based triggers set in HubSpot Workflows.
3.5. Mailchimp
• Feature/Setting: Automated email sequence using Customer Journeys, triggered by tag “Resort New Guest.”
3.6. Intercom
• Feature/Setting: Automated In-App Messages and emails, using Series feature with API trigger for guest arrival date.
3.7. ActiveCampaign
• Feature/Setting: Automation recipes for onboarding series; flow starts with new contact added to “First-Time Resort Guest” list.
3.8. WhatsApp Business API
• Feature/Setting: Automated welcome messages triggered by CRM webhook integration.
3.9. Microsoft Power Automate
• Feature/Setting: Flow using “When a new record is created” in Dynamics 365, automating Teams message and Outlook email.
3.10. Zoho CRM
• Feature/Setting: Workflow automation on new lead type=guest, connected to Zoho Campaigns for email drip.
3.11. Drip
• Feature/Setting: Automated workflows triggered by segmenting “First Stay Booked,” push notifications and emails scheduled.
3.12. Airship
• Feature/Setting: Automated push notifications for mobile app users on account creation or reservation confirmation.
3.13. Braze
• Feature/Setting: Canvas automation with API entry for first-time guest, omnichannel welcome sequence.
3.14. Klaviyo
• Feature/Setting: Flows automating new profiles with “resort-first-booking” property; multi-email and SMS sequence.
3.15. Slack
• Feature/Setting: Automated internal notification to guest services channel when new guest automation initiates.
3.16. Google Sheets
• Feature/Setting: App Script automates insertion of new guest data and emails using Gmail API.
3.17. Typeform
• Feature/Setting: Automated feedback/interest survey after first-day stay using Typeform API on guest creation.
3.18. Pabbly Connect
• Feature/Setting: Automated connection between booking engine and email/SMS provider with condition-based triggers.
3.19. Freshdesk
• Feature/Setting: Automated ticket or satisfaction survey sent post-check-in via workflow automator.
3.20. Oracle Eloqua
• Feature/Setting: Campaign canvas for autoresponder with guest profile API as entry point for the welcome series.
3.21. Marketo
• Feature/Setting: Smart Campaign automating welcome email sequence by trigger: “First Stay Booking” event.
3.22. SMS Magic
• Feature/Setting: Automated multichannel SMS messages triggered from Salesforce or email CRM tag.

Benefits

4.1. Automated onboarding series increases guest satisfaction by ensuring all information is timely and personalized.
4.2. Automation reduces manual effort by front-desk and marketing staff, allowing scale and consistency.
4.3. Automating multi-channel communication raises guest engagement rates and upsell opportunities.
4.4. Automated analytics track open/click rates and guest responses for continuous improvement.
4.5. Automation delivers consistent branding and messaging, strengthening resort loyalty programs.
4.6. Automating post-stay engagement automates reviews, feedback, and referral solicitations for exponential reach.