01 · Make the emails and timing yours | JourneyFuse
JourneyFuse
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01 · Make the emails and timing yours | JourneyFuse
27 просмотров · 6 дней назад
JourneyFuse
207 подписчиков
27 просмотров · 6 дней назад
Make your JourneyFuse automation emails sound like you, and understand exactly which trips your changes affect.
In this walkthrough, we personalize a pre-trip checklist in the Horizon demo agency, edit the subject and message, preview it with Alex’s cruise, and change its reusable timing. Then we open Alex’s trip to see the controls for a one-trip scheduling exception.
You will learn:
• The difference between a personal automation and personal email wording
• When to use Customize for my clients instead of editing the agency original
• How merge fields keep client, trip and advisor details reusable
• Which controls save automatically and when to click Save my email
• How to preview actual trip details and recognize sample-value warnings
• How reusable timing differs from a manually scheduled trip email
• Where to find Pause, Reschedule, Edit for every trip and Skip this email
This lesson uses fictional training records. No client email is sent during the walkthrough.
Automations series:
00 — How Automations work and assigning them to a trip
01 — Make the emails and timing yours
02 — Client care between trips
03 — Lead and proposal follow-ups
04 — Payment reminders and your daily review
Explore JourneyFuse: https://journeyfuse.com
Help and documentation: https://journeyfuse.com/kb/email-comm...
Chapters
00:00 Personalize an automation
01:09 Personal email wording
01:52 Edit the message
03:10 Preview real trip details
03:55 Change reusable timing
04:41 Check an existing trip
05:53 Adjust one trip only