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Create an email template 🎥

Comments

26 comments

  • LakeTravels LLC.

    How do we share customer inquiry with client is there a link we can provide

    -14
  • Alan

    Hi LakeTravels! You can check out this guide to learn how to send your clients an inquiry form link via email. 

    0
  • Laurel Brunvoll

    Are we able to add graphic headers to emails forms/ templates?

    -4
  • Alan

    Hi Laurel!

    Email templates can include images -- these can be pasted directly into the email template or added by clicking the photo icon in the editing toolbar.

    Form templates do not accommodate photos. However, the trip photo will automatically appear at the top of the form when you send a form from a trip! 

    0
  • Melissa Street

    Are we able to send an email template to more than one client at a time? For example letting clients know I’ll be on vacation. Was very tedious to send them to each individual client. Thanks!

    -1
  • Alan

    Hi Melissa! You can use the out-of-office automation under Settings -> Automation for letting clients know you are already out of the office.

    However, we do not offer a mass email tool, as this would fall under email marketing. TravelJoy is designed to be used for transactional emails only at this time. 

    0
  • Earlene Newton-Cozart

    I created a template but could not preview it What did I do wrong?

    1
  • Heather Jaynes

    Hi Earlene Newton-Cozart! This would require us to take a look at your account to help problem solve. Please send in a support request to hello@traveljoy.com with details regarding this template! 

    0
  • Amy Layfield

    I can't figure out how to send the email template I have created?  help! 

     

    -1
  • Alan

    Hi Amy!

    To use your email template, you'll select it from the "Email Templates" dropdown list at the bottom of any message to a client. 

    For example, on any trip you've created, you'll see the dropdown at the bottom-left corner of a new message in that trip's Messages feed:

    To see how to send a message to a client, check out this guide

    0
  • Jennifer Verville

    Is there a way to reorder the templates in a particular category? 

    -1
  • Alan

    Email templates are listed in alphanumerical order. The best workaround to update the order of appearance is by adding numbers at the beginning of each template name, such as:

    00 Client Inquiry

    01 Client Followup

    Etc. 

    0
  • Earlene Newton-Cozart

    hello I asked this question before but can't remember what the answer was. Can I preview my email before I sent it?

    0
  • Earlene Newton-Cozart

    Hello I am trying to move my Logo to the right lower side of my email.Help please.

    0
  • Chelsey Moise

    Hi Earlene! You can preview and make changes to the email templates you choose when sending a form, invoice or proposal. We do not have a way to preview an email before sending it. However, it should look very similar to how it looks as you type it! 

    Since the question about moving your logo is more specific to your account, we recommend reaching out via the blue support button in TravelJoy so we can take a deeper look and share specific instructions for you. :) 

    0
  • Roshawnda Johnson

    How can I email a form template that I created in the template area?

    It does not populate when I attempt to send an email to my clients.

    Please advise. Thank you

    0
  • Brian Korosec

    Hi,   I'd like to set automatic dynamic dates in emails templates based on the trip.    is there a way to reference something like <120daysDeparture> would put the date of 120 days before the trip departure?  

    For instance in a Disney just booked email template:  

    Your dining reservations open  <60DaysDeparture>
    Your Final Payment is due <30DaysDeparture>

     This would be super useful for automated emails    

    8
  • Caitlin Bennett

    Hi Roshawnda! I'd like for our support team to look into this for you further. Please send us a support request using the blue "support" button at the bottom right-hand side of the screen and we'll investigate to find you a solution! :) 

    0
  • Caitlin Bennett

    Hi Brian! While this is not currently a feature we offer in email templates, I will be sure to share this with the team to keep in consideration for future updates. Thank you for sharing your feedback! 

    1
  • Ashley Flowers

    I would love the ability to add dynamic dates to email templates as well! 

    3
  • Chelsey Moise

    Hi Ashley! Thank you so much for adding your voice here - it's good to see what our agents would like to see in TravelJoy. I've added this to our feature request list and shared with our team! :) 

    0
  • Mui Roberts

    Can't you automate emails under task lists for each cruise line based and set a relative date?   Celebrity task list would include: Reminders for final payment reminder, send Edocs, shore excursions, flights/hotels etc.  This would include bon voyage email as well as welcome home/feedback emails.

    0
  • Cody Bauer

    Hi Mui! 

    Tasks can be used to automatically send a message to a client! You can check out this guide for more information and steps on how to set this up!

    0
  • Debbie Bartow

    Is there a way to CC an assistant or myself when an automated email template goes out? I don't see a place to add a CC in the email template form.

    0
  • SplashyYy Vacations, LLC

    Hi, I copied one of the default "Invoice Payment Due Soon Email (default)" templates that include the invoice because I want to say that it is PAST DUE now. However, the invoice link/button disappears on the copied template. How can I get that back?

    0
  • Are there more text tools that we can use within the body of an email? For example, I would like to have my Booking Confirmation email include the clients booked trip details such as the type of travel it is (cruise, all-inclusive, etc.), date of departure, itinerary/destination, booking/reservation confirmation number, balance due, final payment due date, among others. This would be of great value for us to be able to customize the automations that we already have.  Thanks.

    0

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