How to send automatic follow-up e-mails to past customers
A follow-up e-mail reaches each customer a set time after their last tour: a thank-you, an offer for a friend, an invitation to come back next season. You write it once, and TourTask sends it in each customer's language.
Create a follow-up e-mail
- 1
Start it
Go to Customer relations → Follow-up emails and click Create follow-up email.
- 2
Name it and time it
Enter a Name, which only your staff see. Under Send after, choose a number of Days or Months after the customer's last tour, then the Delivery hour. Click Create.
- 3
Write it
On the e-mail's page, under Content, write the Subject and the e-mail: text, images, buttons, lists, dividers or two columns. Your logo on your brand colour is added at the top.
- 4
Check it
Click Preview to see it as a customer gets it.
- 5
Switch it on
Switch on Active and click Save.
When it goes out
- Each booking gets it once, the chosen time after the end of its last tour, at the Delivery hour in your time zone.
- Only customers whose date comes after you switch it on get it. Switching it on, or changing its timing, never mails your past customers all at once.
- A booking whose Distribution channel is an online travel agency gets none: its customer is the agency's.
- A customer who unsubscribes gets no more follow-up e-mails from you. Review requests have an unsubscribe link of their own.
Languages
Each customer gets the version in their own language. Write one version and save: TourTask translates it into your other site languages, and Add language adds one to write yourself.
The Fallback language is the version a customer gets when their language has none. The e-mail can't be switched on until that version has a subject and a body.
Images
Click Images to upload pictures once and use them in every follow-up e-mail. For a picture with words in it, upload one file per language.
Questions we get asked
No. A follow-up e-mail only reaches customers whose date comes after you switch it on, so it never sends a batch to your whole history.
Yes, once for each booking.
Switch off its Active switch in the list under Customer relations → Follow-up emails. To remove it for good, click its Delete button.