An automated email message can be created from a Trip, or within a Contact Profile.
For more information on automations, be sure to read the Automations Overview!
Note: In order to send automated email messages in Travefy, you first have to change the Default Email.
1. Click on the Trip
Clicking on the trip will open the Trip on the right-hand side of your screen.
2. Click on Tasks and Automations
3. Click on Add
4. Click on Automation
Once you've done so, some options will appear. Click on Automation.
5. Select Email Trip Invite under Automation Type
In the Automation Menu, click on Email Message.
4. Add Subject and Message
You can add a custom message, or select one you've already created and saved.
5. Set Date/Time
Select the desired date and time for the email to be sent to your client.
You can either have a fixed date, as shown below:
Or you can have an automatic time, sent a certain number of days before or after the trip end date or start date.
Note: Automations will not send the form if a date and time are not set.
6. Select the recipients of the Email
Under the Assigned To section, you'll be able to specify if the invite is being sent to everyone on the trip, or only specific people.
If the invite is only being sent to specific people, just select that option and type in their name!
7. Click Done
Once you've added all the desired information, click on Done in the top right corner of the Automation Menu.
