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Use a task to automatically send a message to your client

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6 comments

  • Diamond Travel Group

    How do you cancel this option? There should be a button on the same page giving us the option to delete. 

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  • Chelsey Moise

    Hi Diamond Travel Group! Great question. You can stop the automation of the task by changing the Action drop down menu to "Don't automate this task" on the Automation section of the task:

    If you want to delete the task entirely, you can do that by clicking the Delete trashcan icon beside the task on the Task List page. 

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  • Mary Brown

    Can Group Tasks be automated? I'm not seeing it as an option. I'd like to send a welcome email on the day of and rather not do it manually for a group of 20+ travelers

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  • Cody Bauer

    Hi Mary! Though sending a group welcome message isn't an available feature at this time, there is a bit of a workaround that might be helpful when it comes to trips that haven't been booked yet. You can:

    • Create a task list template which contains automated email tasks
    • Choose that task list as the "Task List to Import" on the last step of your group booking page

    With this option, each new trip that books through that page will have the task list added automatically, and will therefore receive the scheduled messages in that task list. You can also manually import the task list into any trips that are already booked. Please feel free to reach out to us at hello@traveljoy.com if you need help!

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  • TTne Johnson

    I have three travelers on one booking. Is there a way to send an automated message so that each traveler receives the email individually, rather than sending one email addressed to the primary traveler and CC’ing the other two?

    For example, I created an email encouraging travelers to make payments toward their invoice. I’d like the message to be individually addressed to each traveler rather than sending a single email to the primary traveler with the other two copied on it.

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  • Chelsey Moise

    Hi there! Great question. At this time, an automated email can only be sent to either the primary traveler or the individual travelers. I can definitely see how being able to schedule emails to individuals within a trip that aren't the primary traveler and will share this with our Product team! If there are multiple travelers who are paying separately, we also encourage using groups and checking out our Group Messages! You can learn more about those here: https://help.traveljoy.com/hc/en-us/articles/360016308151-Send-a-group-message

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