Last updated July 29, 2026
Email Templates → Automation Templates groups everything under My Templates into collapsible category sections. JourneyFuse ships seven categories that follow a trip's arc, and you can add as many of your own as you want.
| Category | What usually lives here |
|---|---|
| Booking & Confirmation | Confirmations, deposit receipts, welcome notes |
| Pre-Travel | Checklists, document requests, packing reminders |
| Embarkation | Port day, check-in, boarding instructions |
| On Trip | Mid-trip check-ins, concierge notes |
| Post-Travel | Welcome home, review requests, rebooking nudges |
| Upsells & Add-Ons | Insurance, excursions, room upgrades |
| General | Everything that doesn't fit a stage |
These seven always appear in this order, and they can't be renamed. Your own categories sort alphabetically after them until you drag them somewhere else.
You name a category from inside a template, not from a separate settings screen. There is no list to set up first.
Disney Dining or Group Cruise.The template moves into a new section on the Templates page with that name. Every template you save afterwards can pick the same category straight from the dropdown, so you only type the name once.
Names are matched loosely: Disney Dining, disney dining, and DISNEY DINING are all the same category, so a stray capital never splits a section in two.
The Type field next to Category is a separate, older label used by campaign filters. Category is the one that decides which section a template appears in.
Both are personal preferences saved in your browser, per workspace. Reordering your categories does not change what a teammate sees, and it never moves a template between categories.
Hover a category you created and click the pencil on its header. Renaming re-tags every template in that category in one step, so nothing is left behind under the old name.
Two things to know:
There's no separate delete. A category disappears on its own once no template uses it, so moving the last template out of Old Promo Ideas removes that section.
Categories are how templates are grouped when you pick one while building an automation step, so a template filed under Disney Dining appears under a Disney Dining heading there too. Supplier pack templates keep their own grouping by pack name.
A complete worked example: take your own series of emails, build them into one automation for a single cruise line or supplier, and have it enroll itself every time someone books that supplier.
Set up automations that send emails and create tasks automatically at every key milestone — booking confirmation, payment reminders, pre-trip prep, and post-trip follow-ups. Assign automations to trips automatically or manually.
Personalize automation emails in your own voice, or turn off a supplier email for your clients only — your agency's shared automations and every other advisor stay untouched.