Message follow-ups let you automatically remind clients when they haven’t responded to a message you sent them. This helps you stay on top of communication and saves you from the need to send manual reminders.
| 💡Note: If any client on the trip replies or takes action (approving a proposal, paying an invoice, etc.) before the follow-up runs, the automation will be cancelled. |
Set Up Your Follow-Up Template
Before you can send automated follow-ups, make sure you have an email template saved for message follow-ups. To create one:
- Go to Settings → Email Templates.
- Create a new template by clicking the blue Add button or edit an exiting template. Include the language you want clients to see when they’re reminded to reply to a message.
Set a Follow-Up Message
When drafting your message in the Messages tab, you can choose to set a follow-up before sending it. This ensures TravelJoy automatically reminds your client if they haven’t replied.
- In the message composer, type out your message or use a saved email template as you normally would.
- Then, check the box in the Follow-Up section, select how long to wait before the follow-up is sent, and select the email template you want to send to the client if they do not respond to your message in the timeframe you've set.
- After setting the follow-up, send your message as usual.
Comments
1 comment
Does this track this exact message? or ANY reply? I'm wondering what triggers it to turn off and need more info before I turn that on as an automation.
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