Email Templates can be used to send a sales/marketing email to an individual customer or can be used to send an automated sales/marketing email.
The Email Templates are available in the More section on the left hand-side menu under Marketing > Emails.
Click on NEW TEMPLATE on the top right hand-side of the page.
Then, select the type of template (Structured template or HTML template).
A. Structured template
The email template created will be according to a predetermined structure.
Template name: Enter the name of the email template.
Note: For internal use only.
Email subject: Enter the subject of the email.
Display: This will appear on the subject line of the email.
Email greeting: Enter the generic greeting phrase/word with which the email will begin.
Example: Greetings!
Display: This will be the first sentence that appears in the main body of the email.
Copy system values to add to the email body below: Select from the specified entities (Customer, Itinerary, Company) the system value to be added on the email body.
Usability/Display: Use this function in order to populate the email with specific customer, itinerary and company information.
How to use: Select the specified entity first, copy the required system value from the drop-down list and paste it in the appropriate position within the body of the email.
Example: Select the “Customer” entity, from the drop-down menu copy the “First Name” and paste the value {{customer.firstName}} into the email body.
Note: The “Itinerary” entity is visible only if the specific feature is available on your account.
Email body: Enter the body of the email.
Display: This text will appear after the Email Greeting and before the action button.
Button URL: Insert the URL to which the customer will be re-directed upon clicking the action button.
Note: It is recommended that the URL used is either from a Triparound widget (Option 2) or alternatively from the business’ website, specifically the page on which the experiences, restaurants etc. are featured.
Button text: Enter the text that will be displayed on the action button.
Display: The action button will appear after the main body of the email.
Email closure: Enter the closing sentence/word of the email.
Display: This will be the last sentence that appears under the main body of the email.
SAVE changes once done.
Structured Template Display - Example:
B. HTML template
The email template created will be according to the data inserted in HTML format.
Template name: Enter the name of the email template.
Note: For internal use only.
Email subject: Enter the subject of the email.
Display: This will appear on the subject line of the email.
Copy system values to add to the email body below: Select from the specified entities (Customer, Itinerary, Company) the system value to be added on the email body.
Usability/Display: Use this function in order to populate the email with specific customer, itinerary and company information.
How to use: Select the specified entity first, copy the required system value from the drop-down list and paste it in the appropriate position within the body of the email.
Example: Select the “Customer” entity, from the drop-down menu copy the “First Name” and paste the value {{customer.firstName}} into the email body.
Note: The “Itinerary” entity is visible only if the specific feature is available on your account.
HTML Email body: Insert the body of the email by using the HTML source icon <> visible on the editing menu bar.
How to use: Through the HTML editor that appears enter the required data in HTML format.
HTML Template Display - Example:
You can preview the Email Template using the Preview button.
Sending the marketing email template
To send an email template manually to an individual customer:
Proceed to the Customers section, select the customer and then click on SEND MARKETING EMAIL.
To send the email template automatically to customers:
This can be applied only if the Email Automations functionality is available on your account, in which case the marketing email template is sent automatically to customers according to the specified criteria (e.g. 7 days before their check-in).
To learn more about this feature click here: How to send email templates automatically (Email Automation feature).