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Trip Invite Saved Messages
Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a year ago

To help simplify the trip planning process, you can create and save messages that can be used when emailing trip invites to clients. Saved messages can be created when drafting a trip invite email in the trip builder or through your library!

In The Builder

When creating a saved message in the builder, all you have to do is go to the email invite menu.

From here you can send a one-time message, make a new one to save, or select a message from your Library!

Just click on Saved Messages, and a drop-down menu will appear.

Click on +New Message to make a new saved message.

In The Library

To create a new saved message, simply head to your Library, and select Message from +New Library Item.

Opening the New Message Menu from either place will bring you here, where you can create a new message. If you'd like to make your created message the default when sending trips, just check the box marked Use as Default Message when sending trips.

Importing Saved Messages

To import a saved message, click on the Saved Messages button, and select the previously saved message you'd like to use from the drop-down menu while in the Email Invite Menu.

Deleting or Copying Saved Messages

To delete a saved message, or create a copy, click the ellipses button next to Share while viewing the message in your library.

Saved Messages and Teams

For users on teams, saved messages will be visible to other team members. However, messages saved as a user’s Default Message will only apply to the individual and not the entire team.

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