Overview
If you're working late to get back to clients, you may want to schedule your replies to be sent the next morning. This can be done using the “Send Later” feature.
- Scheduling the message
- Reviewing scheduled messages
- Editing a scheduled message
- Cancelling a scheduled message
Scheduling the message
To send the message later, start by clicking the "Send Later" button, just to the left of the regular “Send” button:
Next, choose from one of the preselected times:
Or choose “Pick a date/time…” to select your own:
Reviewing scheduled messages
You'll know that you have scheduled messages any time you visit a trip by viewing the blue bar at the top of the trip's “Messages” tab:
You can click the "View here" link to be taken to that trip's “Tasks” tab, where you'll find scheduled messages along with all of your other tasks:
(Click to enlarge in a new tab)
To see more details, click to open the task and then click the “Automation” tab:
(Click to enlarge in a new tab)
Editing a scheduled message
You can edit a scheduled message by going to the Automation tab on the task and clicking "Edit message":
Cancelling a scheduled message
You can cancel a scheduled message by clicking the trash can 🗑️ to the right side of the task on the trip's “Tasks” tab:
Now you can head back to the “Messages” tab to schedule any further messages.
Comments
15 comments
Yeahhhh, that's wonderful....cause there has been a time where I had to cancel and delete the scheduled message and rewrite a whole new message before..........so the new capability to edit should the need arise is awesome. Thank you!!
Huzzah! This is a great update! Thanks so much.
Thank you!!! I am so glad to see my request made it to the top of the list; thanks again.
this doesn't work on emails that are auto-scheduled from a task list of automated emails. is that working as intended?
My scheduled messages did not send this morning but they are showing as task completed. I can I find and resend these messages
Are you able to schedule a message for a client that does NOT currently have a trip in TravelJoy?
Hi Michelle Perry! Messages currently can only be scheduled with clients that do have a trip created in TravelJoy. That said, I'm happy to share this feature request with our team!
Will the scheduled emails appear in the message thread of the trip? I have scheduled them before but I never see the actual delivered message.
@ladonna they show up within a task. It'll say "# emails scheduled to be sent" at the top of the message thread. When you click "view emails" it'll take you to the task list. When you open the task, you can see the email in the automation tab of the task.
Hope that helps!
Thanks, Denise. After the email sends, will it just appear chronologically in the trip with the other email messages?
@ladonna yes
Thanks @Denise!!!
Something for the suggestion box! I'd like to be able to customize the time that's pre-populated in that dropdown when you schedule an email. I don't work at 8am, so I'd like to change that to 10am without having to manually change it every time.
Tomorrow morning at 10am
Monday morning at 10am
It would help if the above about editing a scheduled message explained where the automation tab is? I don't see an automation tab. How do I find that?
Hi Daria Dimitroff! Thanks for reaching out about this! You can find the automation tab once you select the task you would like to make the edits to! Once you see the task you would like to edit, click it to open it and from there you can select “Automation”!
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