How Do I Create Queries for Reservations?

Create and export reservation lists/segments based on pre-set conditions with the query builder.

The query builder allows you to create lists of reservations based on certain criteria such as reservation history by type or date and more. 

To create queries for orders first navigate to Marketing > Queries > Reservations > Select "Add Reservation Query".

reservation-2

Step 1: Configure

First, add a title for your reservation query.

Next, use the drop down menu to choose if you want to create a reservation query that is found in or not found in the subsequent reservation conditions you setup.

Now you can set up reservation conditions by using the available drop down menus. For a list of possible conditions, click here.

Select "OR" beside the first condition if you want the reservation query to meet one of the conditions you create.

Select "Add Another Condition" below the conditions if you want the reservation query to meet all conditions you setup.

reservation and or

Once you have your conditions created, select "Add Reservation Query". The page will save all conditions that you have created and give you an overview of the query. Once you are content with the conditions you have created, select Step 2: Execute. 

Note: After saving the reservation query, you have the option to 'stack' another set of conditions to apply to the query. Simply save the Reservation Query and click 'Add Another Set of Conditions.'

Step 2: Execute

Once you have selected 'Execute', you will see the title of your query and a history of last executed date and last executed count and if the query has previously been executed. 

To execute your query select "Execute Query".

reservation execute

A window will pop up confirming that once you click "Execute Query" the system will process the query and send you the results via email. 

 

execute again

Create A Reservation Tag From a Query

After executing your query you have the option to create a tag from the results of the query. On Step 2 of your query, select "Create Tag from List" and enter in a title for your new reservation tag. 

This will create a manual reservation tag and automatically tag all reservations in the query. 

reservation tag

Execute Query Again

Once you have created a query, you can execute the query again at anytime by selecting the query > Step 2: Execute and select "Execute Query".

Step 2 will have an overview of the last executed date and time of the query. Once you have executed the query, you can create a new tag to tag any new reservations in the query. 

Note: The tags you create from a query are automatic, if you execute again and create a new tag from the query, both tags will be on the reservation. 

Order Query Conditions Options; 

Reservation Type

Reservation Date

Reservation Created

Tag