07 · Shared emails and personal versions | JourneyFuse Academy

Give your advisors consistent shared emails while keeping room for their own client wording. This lesson walks through the email library, shared editing access, automation usage, subject and sender fields, attachments, and a preview using a prepared trip. Then we save a personal version and switch back to the agency original. Chapters 00:00 Shared agency emails 00:25 Find the right email 00:52 Shared access and usage 01:43 Subject, message, and sender fields 02:34 Attachments and client preview 03:48 Create and save a personal version 04:32 Switch back to the agency version 05:06 Final checklist Key distinction: editing email wording does not set the automation's timing or turn on a new workflow. The next lesson covers automation timing, assignment, and monitoring. Training uses fictional Horizon Travel Group records. No client messages are sent in this demonstration. Music: Puls of Stars — AudioZen (user-supplied track). Continue in JourneyFuse Training: https://journeyfuse.com/academy More Agency track lessons are coming soon.