Last updated September 25, 2026
JourneyFuse includes a built-in inbox for sending and receiving emails with clients. You can compose new emails, reply to threads, and keep your client communication organized alongside your trips.
Connect your own mailbox in Settings → Email to send eligible client email from that address. Without a connected mailbox, supported outbound messages use the platform or configured agency sender.
Gmail connects in two steps on one card: sending first, then receiving with one code from Google. Outlook and other IMAP mailboxes send and receive from a single connection. Agency owners and admins choose the shared incoming-mail policy; each advisor connects their own mailbox. See Connecting Your Email.
Client delivery also depends on your Send Mode. Held mail waits in the Outbox; it has not been delivered. See Client email delivery.
Click Compose in the Inbox header to open the compose sheet. Fill in:
You can also compose emails from within a trip's Messages tab, which pre-fills the client's email address and trip context.
When composing, you can select an email template from the dropdown to pre-fill the subject and body with a saved template. Templates support dynamic variables that auto-fill with client and trip information. See Email Merge Tags for the full list of available tags, including cruise-specific tags like {{ship_name}} and {{embarkation_port}}.
If the template has files attached (a policy PDF, a packing list), they are added to the email too and show next to Attach file. Remove one with its × to leave it off this email only; the template keeps it. Choosing a different template swaps its files in, and your own attachments stay put.
The email composer includes a rich text editor with a formatting toolbar:
| Tool | What it does |
|---|---|
| Bold | Bold selected text |
| Italic | Italicize selected text |
| Strikethrough | Strike through selected text |
| Bullet list | Create an unordered list |
| Numbered list | Create an ordered list |
| Link | Insert or edit a hyperlink |
| Image | Upload and insert an image |
Click the image icon in the toolbar to open the image upload modal. You can upload an image from your computer, and it will be embedded directly in the email body.
The inbox is split into two panels:
Use the tabs at the top of the thread list to filter by type:
| Tab | Shows |
|---|---|
| All | Every thread |
| Email conversations | |
| Portal | Messages from the client portal |
| Team | Internal team messages (team workspaces only) |
You can also search threads by keyword using the search bar, and filter by agent in team workspaces.
When you select a thread, the right panel shows the full conversation history in chronological order. Each message displays the sender, timestamp, and formatted content. You can reply directly from the bottom of the thread.
Your email signature is automatically appended to outgoing emails. You can set a personal signature on your Profile page and an agency-wide signature in your workspace settings.
View and manage all client communications — emails, portal messages, and trip conversations — in one place.
Find and file automation emails in Automations → Emails: Family and When filters, folders, and categories you name yourself.
One page that lists every email JourneyFuse can send your clients without you writing it, what sets each one off, and where to switch it on or off.