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 tour reminder template let´s choose "Before"

and choose "Departure start time"

Here we have chosen the 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 atour reminder template let´s set the duration for 1 day before start time.

Next you want to turn on Target Recipients.

if you want to learn more about Target Recipients before applying them click here.

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

To save the changes click on "Update"

Back on the Email templates dashboard the newly updated template will briefly be highlighted green and appear at the top of the page.