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Selection action templates

A selection action is the message a hotel sends to a selection, that is, to a group of former guests or enquirers: an email and a page on the guest platform. Under Settings › Selection action templates, the hotel creates reusable templates for it. A manual selection action takes its texts from a template, and for an “Auto-Selection”, ReGuest chooses a template for each guest itself.

Example: Create a template for English-speaking guests and use it in an action

  1. Open the list. Settings › Selection action templates shows the list of templates.

  2. Have the template translated. For a German template, such as “Experience summer”, “Duplicate and translate...” opens the dialog “Duplicate and translate...”.

  3. Choose the language. Under “Translate to”, the hotel chooses English.

  4. Create the copy. “Duplicate” machine-translates “Email subject line”, “Email text message”, “Title on the platform” and “Message content on the platform” and creates the copy in English, without USP entries and without information blocks.

  5. Check the copy. “Edit” opens the copy on the page “Edit template ‘<Name>’”. Under “Add information blocks”, content blocks in English are added.

  6. Use it in an action. In a selection action to English-speaking guests that has been saved and is still being created, the hotel chooses the English copy under “Selection action template”.

  7. Result. The action now shows the “Email subject line”, “Email text message”, “Title on the platform” and “Message content on the platform” of the English template. They can be edited further there.

The pages in detail

Selection action templates

For each template, the list shows the name, language, title and content of the platform page and, if set, the season, profiling topic and the “Auto-Selection” marker with the “Type of automated job (optional)”. “Search/Filter” searches by name, “All languages” filters by language. With Multi-Property, “All facilities/hotels” filters by facility. With the Auto Selection licence module, “Auto-Selection”, “All types”, “All seasons” and “All profiling topics” additionally filter by these details. The list shows archived templates only with “show archived”, with the note “archived”. If there is no template yet, it shows “There are no selection action templates.”

“Edit” opens a template in the editor. “Duplicate”, after a confirmation prompt, creates a copy “<Name> (Copy)” with all texts, images, assignments and information blocks; in archived rows the button is missing.

Duplicate and translate

“Duplicate and translate...” machine-translates “Email subject line”, “Email text message”, “Title on the platform” and “Message content on the platform” into the language chosen under “Translate to”. “Duplicate” creates the copy in this language, without USP entries and without information blocks. If one of the translations fails, no copy is created, and “The translation failed. Please try again.” appears.

New selection action template

A new template that is not a copy starts with this wizard. Under “Choose a language”, it asks for the language. With the Auto Selection licence module, it asks under “Select the type of selection” whether the template is for a “Selection” or an “Auto selection”. For “Selection”, it asks under “Which guests would you like to reach?” for “Guests who have booked” or “Guests who have requested”.

Under “Choose a template” are the “Blank template” tile and the templates from the content catalogue, with texts in German, Italian and English:

  • for guests who have booked: “Short trip?”, “Experience summer”, “Experience winter”, “Time to come back” and “Special Event”;

  • for guests who have requested: “Undecided?” and “Still interested?”;

  • for Auto-Selection, per “Type of automated job (optional)”, the topics “General”, “Active”, “Bike”, “Family”, “Golf”, “Gourmet”, “Wellness” and “Hiking”.

Without Auto Selection, the wizard does not ask for the type and the guests and offers the five templates for guests who have booked. A catalogue template fills “Email subject line”, “Email text message”, “Title on the platform” and “Message content on the platform”; an Auto-Selection topic such as “Golf” also sets the matching “Profiling topic”.

Edit template ‘<Name>’

At the top, the page has “Name” and “Language”, with Multi-Property also “Facility/Hotel”; if no facility is chosen, the template counts as “Available for all hotels”.

For automated selections. With the Auto Selection licence module, “Use for auto-selections” makes the template usable for an “Auto-Selection”. Below it, “Type of automated job (optional)”, “Profiling topic” and “Season” set for which guests an “Auto-Selection” chooses the template:

  • An “Auto-Selection” looks for a template in each guest's language, first among the templates of their facility, then among those without a facility.

  • First it takes a template where the profiling topic and season match, then one where only the profiling topic matches, then one where only the season matches, and finally a template with neither.

  • On each of these levels, it prefers a template whose “Type of automated job (optional)” matches the Auto-Selection. A template with “all” is never preferred, but only taken if there is no matching one.

A template for automated selections can only be saved once there is no placeholder left in the text.

“Email” area. “Email subject line” and “Email text message” are the subject and text of the email, with placeholders. “1st footer image” to “3rd footer image” replace the usual images in the email footer; “Select image” selects them.

“Platform” area. It designs the page on the guest platform. “Header media” to “Header media 4” are up to four header images in 16:9 format; the next one can only be set once the previous one is set. In addition, there are “Title on the platform” and “Message content on the platform”, “USP entries” in the template's language, “Trust elements images”, “Partner logos” and “Image gallery”. The page on the guest platform shows the images from “Header media”, the “USP entries”, the “Image gallery”, the “Trust elements images” and the “Partner logos” on every visit as they are in the template. If the hotel changes them in the template, the page therefore also shows the change for actions that have already been sent.

“Re:Guest Copilot” on “Email subject line”, “Email text message”, “Title on the platform” and “Message content on the platform” opens the writing assistant.

Below both areas. Once the template is saved, “Add information blocks” adds content blocks in the template's language, from the selected facility or without a facility; they can be sorted. “Archive template” archives the template after a confirmation prompt, and “Reactivate template” brings it back. An archived template shows “This template has been archived.” A template cannot be deleted.

Required when saving are “Name”, “Language”, “Email subject line”, “Email text message”, “Title on the platform”, “Message content on the platform” and the first “Header media”. If the hotel's communication is restricted to one facility, the template also needs a “Facility/Hotel”.

Prerequisites

  • ‘Selection action templates’ belongs to the licence modules Sales Campaigns and Auto Selection. With Guest Management, “Duplicate and translate...” is added. With CRIS Chatbot, the writing assistant “Re:Guest Copilot” on “Email subject line”, “Email text message”, “Title on the platform” and “Message content on the platform” is added. With Multi-Property, the “Facility/Hotel” field and the “All facilities/hotels” filter are added.

  • If the module is licensed, access to it is enabled for specific users through their role. The following need their own access in the role: “Duplicate and translate...” and “Re:Guest Copilot”. Roles are managed by ReGuest support.

Frequently asked questions

Why is the “Selection action templates” menu item missing? If it is missing for everyone, neither Sales Campaigns nor Auto Selection is set up for the hotel; one of the two is enough. ReGuest support can tell you whether one is set up. If it is missing for just one colleague, their role does not enable it. Roles are managed by ReGuest support.

Why is “Use for auto-selections” missing? The Auto Selection licence module is not set up for the hotel. ReGuest support can tell you whether it is set up.

Why can't the template be saved? A required field or the first “Header media” is missing, in a template for automated selections there is still a placeholder, or the hotel's communication is restricted to one facility and “Facility/Hotel” is empty. Whatever is missing is added in the editor; a placeholder is replaced with your own text.

Why does the wizard not offer a catalogue template? The catalogue only has texts in German, Italian and English. In another language, the template starts with “Blank template”.

Does a changed template change actions that have already been sent? “Header media”, “Image gallery”, “Trust elements images”, “Partner logos” and “USP entries” do, because the page on the guest platform reads them from the template on every visit. The texts of a manual action do not, because they were copied when the template was chosen.

Can the choice of template in an action be changed? As long as the action is being created, yes; the choice then also replaces its information blocks with copies from the template. After that, the choice of template can no longer be changed.

Is there a preview? No, the editor shows neither the email nor the page on the guest platform.

As of: 2026-10-28.

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