Automations

Automations in JourneyFuse are powered by Journeys — step-by-step email workflows that fire automatically based on trip events and timelines. Instead of managing individual email triggers, you build a Journey once and it handles everything from booking confirmation to post-trip follow-up.

How Journeys Work

A Journey is an ordered sequence of steps. Each step sends an email (or creates a task) at a specific point in the trip lifecycle:

1. Booking Created → Send booking confirmation
2. 14 days before due date → Final payment reminder
3. 7 days before due date → Payment reminder follow-up
4. 14 days before trip → Travel documents
5. 7 days before trip → Pre-trip checklist
6. 3 days after return → Welcome home follow-up

When a trip is enrolled in a journey, JourneyFuse works through each step automatically — you never have to remember to send these emails manually.

Getting Started

Go to Automations in the sidebar. You'll see two tabs:

• Journeys — Your automation workflows
• Email Library — The individual email templates used as steps inside journeys

Your Default Journey

Every workspace comes with a pre-built General Journey (inactive by default) containing 6 steps built from your email templates. To start using it:

1. Click the General Journey to open it
2. Review the steps — make sure the email templates have the content you want
3. Click an email step name to preview and edit the template inline
4. Toggle Active when you're ready

The General Journey is created as inactive so you can review and customize your email templates before any automated emails are sent.

Auto-Enrollment

Journeys can be assigned to trips automatically when trips are created. There are two types:

Default Journey

Mark a journey as Default and it will apply to all new trips. This is perfect for your General Journey — every trip gets booking confirmations, payment reminders, and follow-ups without any manual work.

Supplier-Specific Journeys

Create specialized journeys for specific supplier categories (Disney, Cruise, International, Group). When a trip matches a supplier category, only the supplier-specific journey is enrolled — the default general journey is skipped to avoid duplicate emails.

Priority logic: Supplier-specific journeys always override the default. If a Disney trip is created and you have both a General Journey (default) and a Disney Journey, only the Disney Journey is enrolled.

Setting Up Auto-Enrollment

1. Open a journey and find the Auto-Enrollment Rules section
2. Check Default Journey to apply it to all new trips
3. Or check specific Supplier categories (Disney, Cruise, International, Group, General) to target trips with matching suppliers

Quick-Add Presets

Don't want to build a journey from scratch? Use Quick Add presets to generate a journey from your existing email templates:

Preset	What It Includes
General Journey	Booking confirmation, payment reminders, travel docs, pre-trip prep, post-trip follow-up
Disney Journey	MDE setup, dining reservations, park day prep, Disney-specific milestone emails
Cruise Journey	Final payment, online check-in, shore excursions, embarkation day, post-cruise
International Journey	Passport reminders, visa guidance, travel insurance, currency tips, entry requirements
Group Journey	Group coordination, rooming list collection, payment tracking, group activities

Each preset pulls in templates from your Email Library that match the category. If you haven't created category-specific templates yet, the preset may have fewer steps.

Managing Journeys

Creating a Journey

1. Go to Automations → Journeys tab
2. Click New Journey or use Quick Add Journey to start from a preset
3. Add steps — each step links to an email template and a trigger condition
4. Set auto-enrollment rules
5. Toggle Active when ready

Editing Email Content

Click any email step's name in the journey builder to open the template editor as a slide-over panel. Edit the subject, body, merge fields, and trigger settings without leaving the journey page.

Reordering Steps

Hover over any step to reveal reorder arrows (↑/↓). Steps are ordered by trip lifecycle — booking events first, then payment-related, then pre-trip, then post-trip.

The Journey Builder

The journey builder shows steps in a clean row layout:

• Left column — When the step fires (e.g., "7 days before trip")
• Arrow → Template name and subject line
• Badge — Email or Task
• Hover actions — Reorder, edit step trigger, edit email content, delete

Email Library

The Email Library tab shows all your email templates organized by category. This is where you create and manage the individual emails that journeys reference.

Supplier List

At the top of the Email Library, you'll see a compact list of your supplier timeline templates — showing which suppliers are configured, their categories, active trip counts, and how many email templates match each one.

Template Groups

Below the supplier list, templates are grouped by category (General, Disney, Cruise, etc.) with expandable sections showing each template's trigger timing, name, subject, recipient, and active toggle.

Community Hub

Click Browse Community to discover email templates shared by other JourneyFuse advisors. Install community templates into your workspace with one click, then add them to your journeys.

Per-Trip Journey Management

Communications Tab

On each trip's Communications tab, you'll see a Journey Automations card showing:

• Which journeys the trip is enrolled in
• Current step progress (e.g., "Step 3 of 6")
• Status (Active, Paused, Completed)
• Link to view/edit the journey

Adding a Journey to a Trip

Click Add Journey on the Communications tab to manually enroll a trip in any active journey. This is useful for trips created before you set up auto-enrollment, or for adding a supplier-specific journey alongside the default.

Removing a Journey

Hover over an enrolled journey and click the trash icon to unenroll. This stops future automated emails for that journey but doesn't recall emails already sent.

Cancellation Conditions

Some email templates have built-in cancellation logic. For example, Final Payment Due and Payment Reminder templates automatically cancel if the trip is paid in full before the trigger date. This prevents sending irrelevant reminders to clients who've already paid.

Merge Fields

Email templates use merge fields that are automatically filled when the email sends. Over 30 merge fields are available:

Category	Example Fields
Client	{{client_name}}, {{client_first_name}}, {{client_email}}
Trip	{{trip_name}}, {{destination}}, {{start_date}}, {{end_date}}, {{trip_duration}}
Payment	{{due_date}}, {{amount_due}}, {{total_cost}}, {{amount_paid}}
Booking	{{booking_supplier}}, {{booking_confirmation}}, {{booking_type}}
Agent	{{agent_name}}, {{agent_email}}, {{agent_phone}}
Links	{{portal_link}}, {{documents_list}}

When editing a template, click the Merge Fields button to browse and insert fields with one click.

Tips

• Start with the General Journey — activate it and let it handle the basics for every trip. You can always add supplier-specific journeys later.
• Review templates before activating — click each step to preview the email content and customize it for your brand.
• Use supplier journeys for specialization — if you do a lot of Disney or cruise bookings, create category-specific journeys with tailored content (dining reservation reminders, embarkation checklists, etc.).
• Don't worry about duplicates — the auto-enrollment priority system ensures a trip only gets the most specific matching journey, never both general and supplier.
• Per-trip control — use the Communications tab to add or remove journeys for individual trips without changing your global settings.
• Last-minute bookings — if a trigger date has already passed when a trip is created, that step won't fire retroactively. Send those emails manually from the trip's Communications tab.