Personalizing Supplier Automations

Your agency's automations are the emails that go out on their own once a trip is on the books — the Royal Caribbean final-payment reminder, the Carnival check-in nudge, the welcome-home note. An owner or admin sets them up once and they run for every advisor in the agency.

That's great for consistency, and frustrating when the wording isn't yours. If you've opened one of those emails and seen Agency email · you can't change the shared copy, this article is for you.

You have two choices, and both apply to your clients only:

• Customize for my clients — your own wording sends instead of the agency's.
• Turn off for my clients — that email stops for your clients.

Neither one changes the shared email, and neither one affects any other advisor.

Customize an email

1. Go to Automations → Emails and find the agency email.
2. Open the ⋯ menu on its row and choose Customize for my clients. In an open email, or in a step's panel on a timeline, the same option reads Customize for my clients instead.
3. JourneyFuse makes you a private copy and opens it.
4. Rewrite the subject and body in your voice, then press Save (Save my email when you're in a step's panel).

From then on, when that email comes up on a trip assigned to you, your clients get your version. Emails already scheduled on your trips switch to your version too.

Customize every email in one of your automations

When you add a ready-made automation of your own, its emails are often your agency's shared ones. Open the automation: a bar at the top says how many of its emails are your agency's. Press Customize all for my clients and each one becomes your own copy, and the automation's steps switch to your copies so you can open and edit them straight away. Your clients get your versions, including emails already scheduled. Nobody else's emails change.

Timing stays with the automation. An email holds wording, not timing: when it sends and who it goes to are set on the automation's step. To send on a different day for your clients only, use Copy to mine on the automation instead. That gives you your own automation, which starts switched off. See Automations.

Turn an email off for your clients

Sometimes you don't want a different email — you want no email. Maybe you already call every client about final payment and the automated reminder steps on your toes.

1. In Automations → Emails, open the ⋯ menu on the agency email's row.
2. Choose Turn off for my clients.

The row shows Off for you, and trips assigned to you stop getting that email as they are scheduled from now on. Everyone else's clients keep getting it. An email already scheduled on one of your trips still goes; skip it on the trip under Messages → Emails, from the row's ⋯ menu (Skip this email).

To stop a whole agency automation for your trips rather than one email, open the automation and choose Turn off for me, where your agency allows it.

Go back to the agency version

Changed your mind? Open the ⋯ menu and choose Switch back to agency version. The agency's email takes over for your clients again, including emails already scheduled on your trips.

If you had customized it, your copy is not deleted. It stays in your emails so your writing isn't lost. You can customize again later, or delete the copy yourself if you don't want it.

Good to know

• Only agency emails can be customized. Emails you already own, you just edit directly.
• Your version follows the trip's advisor. These choices apply to trips assigned to you. A trip with no advisor assigned uses the agency's email.
• The owner keeps a master switch. If an owner or admin turns a shared automation off for the whole agency, it stops for everyone — your version does not bring it back.
• Your own automations are separate. If you built an automation of your own that includes this email as a step, that step sends whatever it points at. Edit the step there.

Related

• Automations
• Template Sharing
• Agent Visibility