One of the nifty email features we use at We Heart Tours is “Email Templates.” Email templates are emails which you save for later frequent use; once saved, they can be sent over and over again with only minor edits or additions. For example, you need to email trip details to each customer after they pay for a trip. You send pretty much the same email text to every customer, but you personalize the email a little bit to include the title of the trip and first name of customer. Now, instead of searching for an old email, copying it and making sure you’re not using wrong name or dates, you can use an email template like below:

Dear [customer name],

Here are details for trip [trip name] on [trip date]. Please reply to this email if you have any questions.

We are very excited to see you soon!

Tour Operator Inc.

Simply replace placeholder text with trip details and send it off! Easy. There are many benefits to using email templates. Here are some that we have enjoyed so far:

  1. Consistency - send the same information to all customers
  2. Prevent mistakes - no copy and pasting and keeping track of various versions
  3. Save time when you reply to frequently asked questions and stop hunting old emails to re-send.
Since it is such a handy feature, we have put together a step-by-step tutorial for you to follow along. Fill out the form below and we’ll email you a PDF.

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