08 · Agency automations and monitoring | JourneyFuse Academy

Build a consistent client-care plan across your agency. See how Every trip and supplier layers work together, how advisor policy differs from trip eligibility, and when existing trips need manual enrollment. Then check a real trip’s dates, review timing and approval controls, and work through birthdays, anniversaries, passport reminders, and messages waiting for a decision. Chapters 00:00 How the automation pieces fit together 00:32 Every trip and supplier layers 02:51 Agency policy and trip enrollment 06:05 Read the plan for a real trip 07:15 Timing, approval, recipients, and conditions 08:20 Birthdays, anniversaries, and passports 10:21 Review messages that need attention 12:37 Preview presets and verify your setup Key distinction: enrollment, a calculated date, a queued message, and successful delivery are different states. Check the actual trip and activity history before relying on an automation. Prerequisite: lesson07 covers shared email wording and personal versions; lesson04 covers account email delivery controls. Training uses fictional Horizon Travel Group records. No client messages are sent or skipped in this demonstration. Continue in JourneyFuse Training: https://journeyfuse.com/academy More Agency track lessons are coming soon.