Profiles
Organize and manage guest information with ease. Segment audiences, maintain subscriber lists, validate customer data, and import records for a robust database.
37 articles
Audiences
Build and target audiences, including segmenting guests by form answers, tags and profile filters.
- AudiencesWhat an audience is, the AND/OR rules that decide who receives a campaign, and an index of every filter and where it is documented.
- Segment guests by a form field valueBuild an audience from the answers guests give in a Bookboost form, so you can target or exclude guests based on the option they selected.
- Targeting guests a set number of days before their birthdayHow to use the Birthday audience filter to reach guests a fixed number of days before their birthday, so the message lands ahead of the day itself.
- The App selector on an audienceThe App selector decides both which guests an audience can reach and which filters you can use, so it is the first thing to set and the last thing to…
- The Audiences list screenWhat each column shows, what Reach recalculates, which of the four row icons does what, and why some audiences cannot be deleted.
- Reading the insights panel while building an audienceWhat each card in the panel beside the audience builder means, why the percentages do not add up, and what to check before you send.
- Audience filters: campaign behaviourSegmenting by who opened, clicked, or already received a campaign, and how to use exclusion as a frequency cap.
- Audience filters: reachabilityThe four filters that keep an audience to guests you can actually contact, and why Reachable belongs at the top of every one.
- A/B testing with audiencesSplitting an audience in two to test one change across two campaigns, and how the odd/even split actually works.
- Audience filters: reservationThe thirty filters that segment by the booking: arrival and departure, the stay, its status, where it came from, money, companies, and forms.
- Audience filters: guest and profileThe twenty filters that segment by who the guest is: their history with you, what is on their profile, their consent, and their forms, lists and tasks.
- Duplicate an audienceCopying an audience so you can change it without touching the original, and why editing a live one is risky.
- Dynamic date options on the "Guest is in Hotel" and "Guest stays over at Hotel" filtersThe "Guest is in Hotel" and "Guest stays over at Hotel" audience filters support dynamic date options (Today, This week, and Next X days) that recalculate each time the audience…
Lists
Subscriber lists: how to create them and how guests get added, by hand or automatically.
- Connecting your website signup form to BookboostThe single request that creates the guest profile, adds it to a list, and records consent, with the response codes and what to show the visitor for each.
- Adding existing guests to a list and sending campaigns from your own siteHow to bulk-add guests who already exist in Bookboost to a list, how to fire a specific campaign from your own code, and which other endpoints are available.
- Why a website signup or confirmation email is not workingThe failures that come up most often with website signups, what causes each one, and how to fix it.
- Add subscribers to a list via the APIConnect a sign-up form on your own website to a Bookboost list through the API, using the consent UUID, the list UUID, and an access token.
- Add an existing guest to a listPutting a guest on a list by hand, what happens immediately afterwards, and when a tag or audience would suit better.
Guests
Working with guest profiles: search and filter the guest list, merge duplicates, tag and segment, and handle consent and anonymisation.
- How phone numbers are validatedWhy a guest's number can be marked invalid, what the two validation passes check, and how to fix it.
- The Guests listSearching, filtering, sorting, saved views and CSV export from one table, and why an export only covers the rows you have loaded.
- Searching in the Reservations and Guests tablesWhat each table accepts, how much you need to type, and why a record you know exists sometimes does not come back.
- Anonymise a guestWhat anonymising a guest removes, what it keeps, and why it cannot be undone.
- Guest tagsLabelling guest profiles, turning a tag into an audience, and why case-sensitivity and naming conventions matter so much.
- Merge two guest profilesCombining two duplicate guest records into one, what to check first, and why it cannot be undone.
- Guest consent statusesWhat each consent status on a guest profile means, and which campaigns it lets through.
- Set up and apply consent optionsCreating the consents a guest can agree to, what Auto-grant and Require confirmation change, and how to apply one to a profile.
- Guest channel preferenceLet your guests choose whether you reach them by email, SMS, or WhatsApp, and have your campaigns honour that choice.
- Stop a guest from receiving campaignsAdd the silence tag to a guest profile to keep that guest out of your campaigns, without deleting or anonymising their record.
Imports
Bringing guest and property data into Bookboost from a file, and which fields each importer accepts.
Profiles
Steps to organize profiles
- What is on a guest profileThe nine tabs on a guest profile, what each one holds, and where to go for the details you can change.
- Add a note to a guest profileAdd a note to a guest's profile, what notes are for, and how to write one that is useful to the rest of your team.
- Editing a guest profileWhich three fields you can change by hand, why PMS-synced fields are locked, and when editing is not the answer.
Master Profile
Master Profile
- What the Master Profile overview showsThe cards on the Master Profile Overview: the AI guest summary, lifetime nights and spend, profile completion, the linked records, and recent activity.
- Master ProfileHow Bookboost links a guest's records from different sources into one profile without overwriting any of them.
- Consent overview in the Master ProfileSee a guest's communication and data consent status in the Master Profile, in one table, with the profile each consent belongs to.
- Guest insights in the Master ProfileThe Master Profile opens with a short AI-generated summary of a guest's stay patterns and preferences, so your team gets the picture without reading through notes and reservation history.