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OwnerRez Messaging Automation Guide

This guide shows how to automate guest messaging using Authenticate custom fields and tags we add to your OwnerRez bookings.

How the integration maps?

When OwnerRez integration is active in Authenticate, the high level flow looks like this -

  • Booking is created in OwnerRez → OwnerRez notifies Authenticate
  • Authenticate creates the guest and generates a verification link. It can take ~1-30 minute.
  • Authenticate writes guest profile and verification link values back to the same OwnerRez booking via Booking Custom Fields . Authenticate also applies a tag on the same OwnerRez booking.
  • When the guest completes verification, Authenticate updates more Booking Custom Fields and tags on OwnerRez Booking.

Pre-read OwnerRez Docs:

Authenticate Custom Fields to be used in OwnerRez Templates

  • Link fields (BXAUTHENTICATE1, BXAUTHENTICATE2) appear ~10–15 min post-booking
  • Result fields (BXAUTHENTICATE6–BXAUTHENTICATE12) appear after guest completes verification
  • Field codes like {BXAUTHENTICATE1} can be inserted into any OwnerRez message template body
    • These are substituted with actual values when the message is sent.
    • Important: Fields must be populated before the trigger fires, otherwise the field will be blank
Field Code Custom Field Name Set At Possible Values
{BXAUTHENTICATE1} Authenticate_verification_link ~1-30 min after booking Verification URL
{BXAUTHENTICATE2} Authenticate_guest_profile ~1-30 min after booking Guest profile URL
{BXAUTHENTICATE7} Authenticate_identity_proof_valid After verification complete Yes / No
{BXAUTHENTICATE11} Authenticate_us_only_seven_year_criminal_record_found After verification complete Yes / No
{BXAUTHENTICATE12} Authenticate_global_watchlist_record_found After verification complete Yes / No
{BXAUTHENTICATE4} (Deprecated) Authenticate_verification_passed After verification complete Yes / No

Authenticate Tags to be used in OwnerRez Triggers

Our Booking Tags (created and applied automatically by Authenticate) that might be useful for configuring automated emails -

  • verificationLinkReady
  • identityProofValid
  • identityProofInvalid
  • US_authDBCheckPassed
  • US_authDBCheckFailed
  • criminalRecordFound
  • criminalRecordClear

How to use the Custom fields in a message template?

Create a Booking Email Template (or Booking SMS Template) and insert your custom fields as field codes. OwnerRez field codes are “specific words, wrapped with curly braces” that get replaced with real booking data when the message sends.image (55)

 

Example: “Verification request” email template body

  • Subject: Action required: Verify ID for booking {BID}

  • Body (example):

    Hi {CFIRST},

    Thanks for booking {PDISPNAME} for {BARR} to {BDEP}.

    To complete your booking, please verify your identity using this link: {BXAUTHENTICATE1}.
    This step only takes a few minutes.

    -{MYFIRST}

How to attach templates to triggers (automation)?

OwnerRez automations are typically Templates + Triggers. You select a trigger Type/Event and then pick a message template as the Action. Immediate triggers can send as soon as a booking event happens, scheduled triggers can send at a specific time relative to arrival/departure, etc.

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