Automated emails offer numerous benefits, including:

These benefits help businesses strengthen relationships, increase conversions, and streamline communication.

Click on "Messages" and then click on "Email Templates"

On the right hand side click on "New Template"

Then you will open up the Template Creator. Click here to learn how to create a template from Templates Library

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.

make sure to click the "Active" field if you want to make the template active

Once you have filled in this information click on "Open Template Editor"

From there you can personalize the email template to your liking. In this screenshot the company has already created a default template, so whenever a new template is created, it´s in the style of the company.

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 Departure Time to add the time the tour starts 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.

Next you need to add a Subject to the template

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. Lastly add your Reply to email address.

Next you need to choose if you want your template to be Manual or Automatic, slide Automation the toggle to make it Automatic.

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.

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, Completed Booking form Answers, Activity status, Missing E-mal Address, Missing Phone Number and Pickup Location

If you turn it off then all your changes will be disabled.

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.