Optima 1 Fields for Scheduled Messages filtering

For properties using the Optima 1 PMS integration, Duve syncs additional reservation fields—including payment method, price code, and payer identity—and exposes them as conditions in the Scheduled Messages engine. This enables you to automatically send the right confirmation or communication to the right guest based on how their booking was paid for or priced.

Overview

Duve connects to the Optima Guest Portal API to pull key reservation attributes during the reservation sync process. Once synced, these field values become available as conditions within Scheduled Messages rules, allowing you to build targeted automation flows.

Example: Send one confirmation email to guests paying by credit card and a different confirmation email to guests whose company is covering the payment.

Important: The five conditions described in this article are available only for properties integrated with Optima PMS. They will not appear in the Scheduled Messages conditions list for other PMS integrations.

Condition Logic

All Scheduled Message conditions use AND logic. When multiple conditions are added to a rule, all conditions must be met for the message to send.

Example:

• Price Code = Corporate Rate
• AND
• Payment By = Company

Both conditions must be true for the message to be triggered.

Synced Fields

Duve syncs the following fields from the Optima API and stores them on each reservation:

How to Set It Up

No additional configuration is required. These fields are automatically synced as part of the existing Optima PMS integration.

Adding a Condition to a Scheduled Message

Navigate to Settings → Communication → Scheduled Messages.

Open an existing scheduled message or click + Add New.

Scroll to the Conditions section.

Click + Add Condition.

Select one of the Optima-specific conditions from the dropdown.

Choose an operator:

• Is
• Is Not

Repeat as needed to add more conditions.

Click Save.

Condition References

Method of Payment

Filters messages based on how the reservation will be paid.

Price/Promotion (Price Code)

Filters messages based on the reservation's rate or promotion code.

Payment By

Filters messages based on who is responsible for payment.

Restrictions & Limitations

• Price/Promotion values are dynamic and depend on active rate codes in Optima.
• Deleted or inactive rate codes will no longer appear as selectable values.
• Scheduled Message conditions support AND logic only; OR logic is not supported.

FAQs

Will these conditions appear for all of my properties?

No. These conditions are only available for properties connected to Optima PMS. Properties using other PMS integrations will not see these options.

How often are the Optima fields synced?

The fields are pulled through the Optima Guest Portal API as part of the standard reservation synchronization process. No additional setup is required.

What happens if a reservation has no value for one of these fields?

If a reservation does not contain a value for a field, the condition will not be met and the message will not send. Ensure reservation records in Optima are properly populated before relying on these conditions for automated communications.

Can I combine these conditions with other Scheduled Message conditions?

Yes. Optima-specific conditions can be combined with any other available Scheduled Message conditions, such as room type or check-in date ranges. All conditions are evaluated together using AND logic.

Why don't I see Voucher Type or GTD values populating?

Voucher Type and GTD are not currently supported by the Optima API. These conditions are displayed for future compatibility, but no reservation data is currently synced for them.