Organizing Your Emails

Automations → Emails lists every email your automations can send, grouped by family (Every trip, Cruises, Disney parks and so on) with a count on each heading. This is where the wording lives. When an email goes out is set on the step that uses it.

Finding an email

• Family narrows the list to one family.
• When narrows it to one category, such as Pre-Travel or Post-Travel (see below).
• Our emails is where the list opens. It shows only the emails you and your team wrote. JourneyFuse packs shows every email that came with a pack, and All shows both.
• Emails that came with a JourneyFuse pack carry a JourneyFuse label next to their name. They stay under JourneyFuse packs even when one of your automations sends them. The When and Used in columns show which ones are in use.
• The When column shows where an email is used, for example 30 days before · check-in opens · Carnival, and Used in shows how many steps use it. An email that no step uses never sends.
• Used splits the list in two. Not in an automation shows the emails you send yourself, the ones no step sends. In an automation shows the ones your automations send, including any that still go out on their own timing.

Picking an email when you write one

Every place you write to a client uses the same email picker: the inbox, a trip or client, a proposal's Send to client, a card authorization, a group email and an inbox reply. Type to search by name, subject or folder. The list is in this order:

1. Your folders
2. Your own emails that no automation sends
3. In an automation: your own emails an automation sends
4. JourneyFuse pack emails, under each pack's name

An email an automation sends shows which one on the right, for example In: Final payment chase, or In: Every trip +2 when more than one sends it. Picking it here sends it once, now, and doesn't change the automation.

The first row is the built-in wording for that screen, for example Standard proposal email or JourneyFuse default wording. Pick it to go back to that wording.

Folders

The Folders panel files emails into folders you name, nested as deep as you like — for example Cruise Lines / Cunard. Filing never changes an email's wording, timing or which steps use it. Agency folders are shared with your team and Private folders are yours alone. Creating, moving and deleting folders is covered in Automations.

Categories

Every email has a category that says which stage of a trip it belongs to. Seven are built in:

Setting or creating a category

1. Open the email and expand Details (type, category, who can use it).
2. Pick a category from the Category list, or choose + New category… and type a name, for example Disney Dining or Group Cruise.
3. Save.

Every email you save afterwards can pick the same category straight from the list, so you only type the name once. Names are matched loosely: Disney Dining, disney dining and DISNEY DINING are one category, so a stray capital never splits it in two.

The Type field beside Category is a separate label. Category is the one the When filter uses.

There's no separate delete. A category you created drops out of the When filter once no email uses it.

Related

• Automations — the steps that decide when each email sends
• Email Merge Tags — personalizing email content
• Template Sharing — who else in your agency sees an email