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- Configure marketing communication for guests
Configure marketing communication for guests
Limit the number of campaigns a guest can receive over a timeframe
Use this setting to limit how often all marketing messages are sent to the guest within a specific timeframe, ensuring they do not receive too many campaigns within a short period.
At the organization level, click the Configuration icon.
Search for and select marketing messages from the Guests section.
Enter the maximum number of marketing messages to send, represented by "X", and the timeframe at which they'll be delivered, represented by "Y" in the Send X marketing messages in Y days field.
For instance, let's say you set it to "Send 3 messages in 7 days." This means that a guest will only receive up to three marketing messages within a week.
If a guest receives their first marketing message on Monday, and then two more messages on Wednesday and Friday respectively, they won't receive any additional messages until the following Monday.
Click Save.
Exclude announcements from being counted as a marketing campaign
Announcements convey vital information to people, differing from marketing notifications that focus on promoting products or services. They play a crucial role in informing individuals about unexpected or critical events, such as sudden closures or unforeseen schedule changes, ensuring timely awareness for necessary actions. Use this setting to prevent your announcements from being classified as marketing campaigns, thereby ensuring they are not blocked or flagged.
At the organization level, click the Configurations icon.
Search for and select Exclude Announcements from being counted as a Marketing Campaign in the Guests section.
Enable the setting.
Click Save.
Impacts and considerations
If enabled, then the Send campaign to the guest only once in X days option during campaign creation will not have an impact on this setting. For example, campaigns can be set to be sent once every 14 days. However, announcements will still be treated separately and will not be subject to the same limitation.
Marketing Opt-In Preferences and Guest Experience
Overview
Creating memorable guest experiences starts with clear communication. Zenoti streamlines this process by giving businesses the flexibility to manage marketing opt-ins effortlessly during guest profile creation. Whether guests interact through the Zenoti web application, Webstore, or API, the opt-in configurations play a crucial role in shaping user engagement.
Businesses can choose from three marketing communication opt-in models:
None
Single Opt-In
Double Opt-In
Each option offers distinct benefits, empowering businesses to tailor guest interactions while respecting their preferences. Various scenarios for these models are covered below.
No Opt-In
Functionality
When you create a guest profile, Zenoti activates transactional messages by default. Guests do not receive notifications about their message preferences.
Application
Suitable for businesses that manage guest communication internally. Ideal for organizations that do not require explicit guest consent for transactional or marketing messages.
Single Opt-In
Functionality
Zenoti automatically enables marketing messages when you create a guest profile. Guests receive one notification confirming that notifications or marketing messages are active. The notification includes a link to opt-out if the guest prefers not to receive further communication. This communication is sent via email or phone, based on guest information.
Application
Best suited for businesses focused on quick guest onboarding. Ideal for companies that want to maximize engagement without adding extra steps to the sign-up process.
Double Opt-In
Functionality
When you create a guest profile, Zenoti disables transactional and marketing communications by default. Guests receive a notification informing them that notifications are turned off. The notification is delivered via email or phone and contains a link to opt in if they wish to receive communications.
Application
Ideal for businesses that prioritize data privacy and explicit guest consent. Perfect for organizations seeking to enhance transparency and build trust through clear guest communication.
Double Opt-In treated as Single Opt-In
Functionality
Webstore Opt-In Adjustment: Even if Double Opt-In is the default setting, guests signing up through the Webstore follow a Single Opt-In process. Guests receive a notification confirming that marketing communications are active. The notification provides an opt-out link for those who prefer not to receive messages.
Application
Streamlines user experience during online transactions while complying with marketing preferences. It simplifies communication without requiring guests to perform additional steps during Webstore bookings.
Guest Creation through API
Previous Process
API guest creation followed the same opt-in rules as web-based sign-ups.
Updated Process
Zenoti enforces Double Opt-In when a guest is created through the API and transactional messages are disabled. Guests receive a notification explaining that messages are off, with an opt-in link included.
Application
Ensures guest consent is explicitly captured during API-driven sign-ups. This process aligns with privacy regulations while reducing unwanted communication.
Impact on guest experience
Builds Trust and Credibility
Guests value transparency and control. Double Opt-In strengthens trust by ensuring guests actively consent to messages.
Boosts Engagement and Retention
Relevant, personalized communication drives engagement. Guests who opt in are more likely to stay loyal and respond to marketing.
Ensures Legal Compliance
Opt-in models help meet GDPR and CCPA requirements, protecting guest privacy and safeguarding your brand from legal risks.
Configure opt-in marketing message setting
Single opt-in
You can select Single opt-in to send notifications to guests till they choose to opt-out from receiving notifications. This is for businesses who do not need consent from guests to send notifications.
At the organization level, click the Configurations icon.
Search for and select Marketing settings in the Guests section.
Select Single Opt-in.
Click Save.
Impacts and considerations
If you select single opt-in, you must:
Navigate to Notifications > Templates for email and text.
Note
By default, Zenoti supports communication templates up to 1 MB in size. To increase this limit, contact your Zenoti representative.
Click the Edit hyperlink against Marketing single opt-in.
Switch on the Email and Text toggle.
Edit the template as required and click Save.
Double opt-in
You can select Double opt-in to send consent notifications and await the guest's confirmation to send additional notifications. This option is for businesses that must comply with local laws to take consent from guests before sending any notification.
At the organization level, click the Configurations icon.
Search for and select Marketing settings in the Guests section.
Select Double Opt-in.
Click Save.
Impacts and considerations
If you select double opt-in, you must:
Navigate to Notifications > Templates for email and text.
Note
By default, Zenoti supports communication templates up to 1 MB in size. To increase this limit, contact your Zenoti representative.
Click the Edit hyperlink against Marketing double opt-in.
Switch on the Email and Text toggle.
Edit the template as required and click Save.
None
You can select None to send notifications to your guests without giving them the option to opt-in or opt-out of the notifications.
At the organization level, click the Configurations icon.
Search for and select Marketing settings in the Guests section.
Select None.
Click Save.
Set up marketing opt-out keyword
At the organization level, click the Configurations icon.
Search for and select Keywords to unsubscribe from marketing messages in the Guests section.
Enter the keywords that can be used to unsubscribe from marketing messages.
Click Save.
Set up marketing opt-in keyword
At the organization level, click the Configurations icon.
Search for and select Keyword to subscribe to marketing messages in the Guests section.
Enter the keywords that can be used to subscribe to marketing messages.
Click Add.
Click Save.