Feature
Message Templates & Automations
Message templates are reusable email and SMS layouts in Mallard Bay that power both manual sends and automations. Email templates use a visual editor with drag-in variables such as guest name or trip date; SMS templates are edited in place. Automation Center turns workflows on or off, sets timing offsets, and chooses email or SMS per step.
Benefits
- Visual email editor with variables for guest, booking, and payment details
- SMS templates with the same variables, sent from bookings, clients, lists, or leads
- Automations for booking receipts, reminders, quote follow-ups, forms, and reviews
- Set days-before or days-after timing per workflow
- Activity feed shows each automated send and any failures
