Setting Up Email & SMS Automations
About This Course
Discover how to set up email and SMS automations in your TripWorks account to enhance operational efficiency and customer experience. Learn how to access the setup and configuration menu, where you can configure automated confirmation emails and abandoned cart messages. Customize the timing and content of these automations to reduce no-show rates and increase post-tour engagement. Explore how to set up auto-reminders for specific activities, sending out timely pre-tour reminders and post-tour follow-ups to improve customer service and gather feedback. Get tips on creating special templates and managing your automation settings to streamline your operations.
Transcript
00:00 - Introduction to Email and SMS Automations
00:11 - Benefits of Automated Communication
00:32 - Setting Up Automated Confirmation Emails
00:47 - Accessing Setup and Configuration Menu
00:56 - Navigating to Email and SMS Automations
01:08 - Setting Up Automated Confirmation Emails
01:18 - Managing Abandoned Cart Automations
01:37 - Customizing Email Copy and SMS Messages
01:55 - Managing Abandoned Cart Flow and Timing
02:04 - Accessing Activity Catalog
02:20 - Setting Up Auto-Reminders for Activities
02:32 - Customizing Confirmation Message Options
02:51 - Setting Up Pre-Tour Reminder Emails
03:08 - Sending Automated Reminders to Customers
03:25 - Customizing Reminder Templates and Timing
03:48 - Setting Up Post-Tour Auto-Reminders
04:00 - Customizing Post-Tour Reminders
04:21 - Collecting Customer Reviews and Feedback
04:37 - Saving Changes
04:46 - Overview of Email Automations Setup