Upsell & Ancillary Offers

Every booked guest gets the right upgrade or add-on offer at the right moment, without staff lifting a finger.

95 hrs
Time saved/month
8
Companies have mapped
Map This Automation

About This Automation

Upsell and ancillary offers are manually reviewed and sent to guests after booking confirmation, requiring staff to check guest history, inventory, and pricing before composing personalized emails.

Automation evaluates guest preferences and booking details to select and send the most relevant offers automatically, while monitoring responses and processing acceptances in real time. This increases offer acceptance rates and ancillary revenue while freeing staff from repetitive tasks.

Key features
Automatically select relevant upsell offers based on guest history, room type, and availability
Send personalized offer emails to guests immediately after booking confirmation
Monitor guest responses and process accepted offers without manual intervention
Update reservations, inventory, and payment records when offers are accepted
Track offer performance and acceptance rates for continuous improvement

How The Automation Works

The full workflow, from trigger to completion.

1. Booking Confirmedtrigger

New booking arrives with guest email, room type, check-in date, and length of stay.

2. Fetch Guest History

Automation queries for guest's previous stays, room preferences, and past upsell acceptance rates.

3. Check Offer Availability

Automation queries to identify available upgrades, parking, late checkout, and activities for the booking dates.

4. AI Selects Best Offers

Evaluates guest history, room type, and availability to select the 2-4 most relevant offers with highest conversion likelihood.

5. Send Offer Email

Automation sends personalized email with selected offers, pricing, and direct acceptance link.

6. Log Offer in CRM

Automation records offer details, send timestamp, and guest segment for tracking and analytics.

7. Monitor Acceptance

Automation listens for guest response via email reply or web link click, and updates booking status.

8. Process Payment and Confirm

When offer is accepted, automation charges card, updates reservation, and sends confirmation email.

4 reasons to map this process

1

It's completely free

No credit card, no commitment. Map your process and walk away with a full build plan.

2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

View more FAQs
Estimated Time Saving
95hrs/month
Process pain:7.8/10
Mapped by:8 Companies

Map this to your business to get your exact numbers.

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