Feature Guide
Automated Follow-ups
Follow-ups help keep customers informed after a purchase, before a balance is due or after the experience has been completed.
How to use it
- Open the follow-ups area in the partner portal.
- Choose the customer moment you want to support, such as post-purchase or post-experience.
- Write clear email copy with the next action customers should take.
- Preview the message before enabling it.
- Check the email queue or log if a message needs investigation.
Message tips
- Keep one main purpose per email.
- Use customer-friendly subject lines.
- Include booking, balance or review links only when relevant.
- Review automated copy after policy or operational changes.
