How to automate an E-mail template

Automating E-mail templates in PaxFlow helps ensure timely and accurate communication with your guests. By setting schedules and targeting specific recipient segments, you can streamline reminders and updates with minimal manual effort. Here's how to add automation to your existing templates.
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Click on "Messages" and then click on "E-mail templates"

Find the template you want to add the Automation on and open it by clicking on the name.

Start off by setting up an Automation for the template. Click on the "Automation" toggle to start setting it up.

Next you want to choose all the products/departures/start times, you want to apply to this template.

Next you want to set the schedule for the template - since this is a pickup reminder template let´s choose "Before"

And choose "Departure start time"

Here we have chosen all the active products/departures/start times, set the schedule for Before Departure start time, next we select the "When" - You can enter a time format using days/hours/minutes. since this is a Pickup starting template let´s set the duration for 1 hour before start time.

Next you want to turn on Target Recipients.

If you want to exclude certain segments you can click the checkboxes and choose the specific customer segments you want to include from booking channel, booking seller, missing booking form answers, activity status, or missing contact details like e-mail or phone number. Each group is applied as an independent filter, and a recipient must meet at least one condition in each selected group to be included (AND logic). For example, if you select both a Booking Channel and an Activity Status, the message will only be sent to customers who match at least one of the selected Booking Channels AND one of the selected Activity Statuses. In cancellation of tours its good to open up Activity Status and choose Confirmed and possibly Arrived, so you only send the E-mail to passengers that are booked on the day of the cancellation - i.e. passengers that have not cancelled their booking prior to your departure cancellation.

Not choosing any segment in a group means that the group will not be filtered out in the target recipients.

Here we have chosen Booking Channel, Booking Seller and opened up Activity Status and chosen "Confirmed" - as you only want to send out a Pickup reminder E-mail to passengers that are confirmed.

To save the changes click on "Update"

And now your template has been automated.