Automated E-mail templates.
Automated emails offer numerous benefits, including:
Time Savings: Eliminates manual email sending, allowing more focus on other tasks.
Improved Engagement: Sends timely, relevant messages to boost interaction.
Scalability: Handles large email volumes efficiently.
Enhanced Customer Experience: Provides timely information and personalized recommendations.
These benefits help businesses strengthen relationships, increase conversions, and streamline communication.
Accessing E-Mail Templates
Click on "Messages" and then click on "Email Templates"
On the right hand side click on "New Template"
Click here to learn how to create a template from Templates Library
Creating E-mail Template
Let´s start by adding Template Title and choose Purpose, the purpose can be a Reminder message, Tour start, Follow up message or Other.
You can also add a Description to your template. Once you have filled in this information click on "Open Template Editor"
Creating your Template
From there you can personalize the email template to your liking.
Personalization tags
You can add personalized tags by clicking "Merge tags"
Then you will get a pop up with most of the Merge tags available. You can for instance click on Pickup Location to add the Pickup place to the e-mail template.
You can also type in @ sign and then a drop down with personalization tags drops down.
We do provide an array of personalization tags click here for the full list and how to use them.
Once you have made all the adjustments needed you can click on Save or click the X in the right hand corner. Keep in mind that the template builder auto saves your template.
Sending options for E-mail Template
Next you need to add a Subject to the template and add your Reply to email address.
You can personalize it with pre written fields by clicking "Personalize"
For instance you can add the name of the tour by clicking "Product Name"
And then you have added the product name in the subject.
Next you need to choose if you want your template to be Manual or Automatic, slide Automation the toggle to make it Automatic.
Automatic Template Type
Now you need to fill in the information below
Choose for which products/departures/start times the template is for, Schedule for When to send out and what Event and When you send it out, that is how many days, hours or minutes before/after.
Target Recipients
You can also select what customer segments you send to. You turn it on by sliding the toggle. Its possible to narrow it down to Booking Channel, Booking Seller, Missing Booking form Answers. Activity status, Missing E-mal Address, Missing Phone Number and Others.
If you click the drop down for each segment you can choose to exclude segments if needed.
If you turn it off then all your changes will be disabled.
Manual Template Type
If you choose to keep the template "Manual" just click on the toggle highlighted
If you are happy with your template, click on "Create"
And you should see your new template at the top highlighted in green.
