Understanding How Email Automations Work
About This Course
Explore how email and SMS automations function in your TripWorks account. This video demonstrates examples from the TripWorks dashboard, showing how automated messages are managed for both abandoned carts and active reservations. Learn how to preview sent and queued messages, including details like template categories and scheduled send times. Understand the seamless process of requeuing messages when reservations are rescheduled, ensuring timely and relevant communication with minimal manual effort. Discover the benefits of automated cancellation of abandoned cart emails once a customer completes their booking. Watch to get a comprehensive overview of how TripWorks' automations enhance your operational efficiency and customer experience.
Transcript
00:00 - Introduction to Email and SMS Templates and Automations
00:10 - Example of Abandoned Cart in TripWorks Dashboard
00:24 - Viewing Abandoned Cart Details for Kendra Smith
00:39 - Previewing Sent and Queued Messages
00:45 - Details in Email Templates: Template Category, Activity, Date, and Time
00:57 - Previewing SMS Messages
01:11 - Differentiating Sent and Queued Emails
01:18 - Time Periods Based on Automation Settings
01:27 - Example of a Walk-up Reservation for Johnny
01:39 - Reserving the Trip and Viewing Queued Messages
01:49 - Previewing Confirmation Email and Details
02:06 - Viewing Upcoming Reminder Emails and Text Messages
02:24 - Identifying Emails by Category
02:38 - Viewing Follow-up Emails
02:49 - Revisiting Kendra's Abandoned Cart Reservation
03:03 - Canceling Queued Emails After Booking
03:10 - Automated Cancellation of Abandoned Cart Emails Upon Booking
03:23 - Rescheduling a Reservation for Johnny
03:35 - Automated Requeuing of Emails After Rescheduling
04:01 - Convenience of Automatic Updates to Email Queue
04:10 - Summary of Automations in TripWorks