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Send Automated Emails to Booked Clients

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Steve Rushton
Updated 3 years ago

When you convert an enquirer to a booking it really helps to smooth your communication with your client by being able automate emails to them.

Examples of Emails are:

  • Thank you for Booking
  • Pre Departure Email ( upselling hotels and airport car parking)
  • Final Balance reminder
  • Welcome Home email with links to complete a review on facebook, Google or your website 
  • Annual 'Happy Birthday' Emails

How to Set these up to send to clients during the busy work day? ( * the email content needs setting up as part of your CRM set up)

It has always been a tricky and time consuming process to set these types of emails in place and booking systems may well send out 'text emails' for balance reminders, but these are rarely 'on brand' with no facility to add in links such as affiliate airport car parking etc.

With many members of staff, there is also no one place where staff can easily set these in motion. Until now :)

Setting up Emails to send

When completing a booking for a client and converting the Enquiry to 'Booked' simply navigate to 'Triggered Emails' in the Enquiry Details View

  1. You will have to create whatever triggered emails you want to send out and save these in your account
  2. The date you select and save against the Triggered Email will be the date that the email is sent. So, if you wanted to send a Pre Departure Airport car Park and Hotel type email to clients with links to your affiliate Holiday Extras page, then simply select the date and click save. ON the date, the client will automatically be sent the email.

Using Triggered emails will not only save you time and work, but ensure that when you take the booking that an automated sequence of events starts. Think of those 'Getting ready for your trip' emails that online sellers like easyjet send and that clients expect to receive. Now you can set these up in seconds :)

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