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Rules Based on Visit Data

Updated

The Rules Based on Visit Data feature allows you to control which questions appear in a Survey based on visit-specific data received from your Property Management System (PMS). This includes both standard and custom visit data points such as a guest’s first name, room number, loyalty program membership, or arrival date.

This powerful enhancement increases the flexibility of the Questionnaire Editor, enabling organizations to create more personalized and dynamic Surveys that reflect both guest responses and real-time visit context.

Benefits of the Feature

  • Personalized Guest Experience: Display questions that are relevant to the guest's stay details, such as their loyalty status or room type.

  • Dynamic Surveys: Adapt the Survey content based on contextual data, creating a tailored experience for each guest.

  • Better Targeting: Gather more accurate and relevant data by targeting the right guests with the right questions.

  • Flexible Configuration: Leverage both standard and custom visit data points for maximum control.

Feature Details and How to Use It

To use this feature, your Organization must have visit data points set up. These fall into two categories:

  • Standard Visit Data Points: Automatically available in your Organization. These include:

    • Email

    • Hotel name

    • Gender

    • Language

    • Room number

    • First name

    • Last name

    • Arrival date

    • Departure date

  • Custom Visit Data Points: Defined by your Organization based on the visit-related data you send from your PMS.
    (Learn more in the upcoming article on Visit Data Configuration – TBD)

Steps to Configure Rules

  1. Open the Questionnaire Editor and go to the Rules step.

  2. You will see a list of all questions included in the Survey.

  3. Expand any question item.
    Note: This feature is currently not available in the Submit section, but it will be supported in a future update.

  4. In the “Show question only if” section, click + Add more.

  5. Configure the rule:

    • Condition: Visit data

    • Visit data: Select the data point to apply the rule (e.g., "Room number")

    • Operation: Choose either is or is not

    • Option: Select one or more values (e.g., "101")

  6. To add more conditions, click + Add more again.
    Note: All conditions are combined using AND logic—each condition must be met for the rule to apply.

  7. Click Save changes.

You can preview the Survey to see the rules in action before finalizing.

Managing Rules and Visit Data Changes

  • Editing or Deleting Rules: Rules can be modified or deleted at any time within the Questionnaire Editor.

  • Deleted Visit Data Points: If a data point is removed from the Organization settings, the rule will no longer work and will not be applied to the Survey.

  • Renamed Visit Data Points: If a data point is renamed, the rule will continue to function, and the updated name will be reflected in the editor.

  • New Visit Data Points or Options: Newly added visit data points or options may take several hours to become available in the Questionnaire Editor, due to platform-wide propagation time.

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