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

1. Using Automation To
Free Up Staff Time
26th August, 2014
Starts at 10AM

2. Kim Beresford
Customer Success Manager, Rezdy
kim@rezdy.com
WEBINAR PRESENTER
Christabelle Tani
Marketing Manager, Rezdy
christa@rezdy.com
WEBINAR MODERATOR

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. Process automation can significantly
impact your quality of life

5. AGENDA
Defining process automation
2
3
Automating customer communication
Automating tasks between Rezdy and other services
1

6. YOU MIGHT BE THINKING...
It’s too hard to train
staff to use new
systems… They can
just keep doing things
manually!

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

8. 1 - DEFINING PROCESS AUTOMATION
“The strategy a
business uses
to automate
processes in
order to contain
costs”
- Wikipedia

9. 2 - AUTOMATING CUSTOMER COMMUNICATION
1
2
TOUCH POINTS TO
AUTOMATE
Social media
interaction
Booking
communications

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. 2 - AUTOMATING CUSTOMER COMMUNICATION > SOCIAL MEDIA INTERACTION

12. 2 - AUTOMATING CUSTOMER COMMUNICATION > SOCIAL MEDIA INTERACTION

13. 2 - AUTOMATING CUSTOMER COMMUNICATION > SOCIAL MEDIA INTERACTION
HOOTSUITE

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. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS
REZDY EMAIL APPS

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. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS
Reminder email

18. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS
Order details email Gift card email

19. 2 - AUTOMATING CUSTOMER COMMUNICATION > BOOKING COMMUNICATIONS
Preview email Test email

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. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES

22. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES
zapier.com/zapbook

23. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES

24. 3 - AUTOMATING TASKS BETWEEN REZDY AND OTHER SERVICES
+ more on the way!

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. ?