Using Automation To Free Up Staff Time

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The way your staff spend their time directly impacts your bottom line.

This is your chance to learn:

What process automation is
How to automate customer communications
How to automate tasks between Rezdy and other services

Published in: Travel
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Using Automation To Free Up Staff Time

  1. 1. Using Automation To Free Up Staff Time 26th August, 2014 Starts at 10AM
  2. 2. Kim Beresford Customer Success Manager, Rezdy kim@rezdy.com WEBINAR PRESENTER Christabelle Tani Marketing Manager, Rezdy christa@rezdy.com WEBINAR MODERATOR
  3. 3. JOINING IN TODAY Type your comments and questions into this box. We will address it at the end of the webinar. On Twitter use the hashtag #rezdyacademy
  4. 4. Process automation can significantly impact your quality of life
  5. 5. AGENDA Defining process automation 2 3 Automating customer communication Automating tasks between Rezdy and other services 1
  6. 6. YOU MIGHT BE THINKING... It’s too hard to train staff to use new systems… They can just keep doing things manually!
  7. 7. The way your staff spend their time directly impacts your bottom line
  8. 8. 1 - DEFINING PROCESS AUTOMATION “The strategy a business uses to automate processes in order to contain costs” - Wikipedia
  9. 9. 2 - AUTOMATING CUSTOMER COMMUNICATION 1 2 TOUCH POINTS TO AUTOMATE Social media interaction Booking communications
  10. 10. 2 - AUTOMATING CUSTOMER COMMUNICATION > SOCIAL MEDIA INTERACTION “There’s absolutely no substitute to social media in terms of acquiring accurate information about a particular place” - Tourism Review
  11. 11. 2 - AUTOMATING CUSTOMER COMMUNICATION > SOCIAL MEDIA INTERACTION
  12. 12. 2 - AUTOMATING CUSTOMER COMMUNICATION > SOCIAL MEDIA INTERACTION
  13. 13. 2 - AUTOMATING CUSTOMER COMMUNICATION > SOCIAL MEDIA INTERACTION HOOTSUITE
  14. 14. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS Person makes a booking Instant booking confirmation Reminder email Person goes on your tour Follow up email
  15. 15. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS REZDY EMAIL APPS
  16. 16. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS ● Add custom text ● Add custom images ● Show and hide features ● See how your email will look with orders you currently have
  17. 17. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS Reminder email
  18. 18. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS Order details email Gift card email
  19. 19. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS Preview email Test email
  20. 20. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS ● Receive a notification when you get a new booking ● Send a confirmation to your customers when they make a booking ● Send a reminder SMS to your customers ● Send a follow-up SMS to your customers
  21. 21. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES
  22. 22. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES zapier.com/zapbook
  23. 23. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES
  24. 24. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES + more on the way!
  25. 25. NEXT STEPS 1 Customise your emails Tutorial: https://support.rezdy.com/entries/31660030-Customise-your-Emails 2 Set up your reminder and follow-up emails / SMS Reminder Email Tutorial: https://support.rezdy.com/entries/29631904-Set-up-a-Reminder-Email Follow-up Email Tutorial: https://support.rezdy.com/entries/29713890-Setup-a-Follow-up-Email SMS App: https://app.rezdy.com/apps/appdetails/sms 3 Install the Zapier app App: https://app.rezdy.com/apps/appdetails/zapier
  26. 26. ?

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