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How to follow up or send an email to customers who have booked a tour?

How do I send an email after a tour is booked? #

You can send a booking confirmation email using the New Trip Booked trigger.

Requirements:

Steps:

  • Go to Create Notification.
  • Enable the notification and fill in the details:
    • Name: e.g., “Booking Confirmation”
    • Subject: Email subject line
    • Trigger: Select New Trip Booked
    • Schedule: Send immediately or after X minutes/days
  • Write your Email Content (booking details, instructions, etc.).
  • Click Save Notification.

How do I send a Due Payment Reminder? #

You can send a reminder for pending payments using the Due Payment Pending trigger.

Requirements:

Steps:

  • Create a new notification.
  • Select Due Payment Pending as the trigger.
  • Fill in Name, Subject, Schedule, and Email Content.
  • Save the notification.

ℹ️ The trigger appears only after the Partial Payment Add-on is active.

How can I ask customers for a review after a trip ends? #

You can automatically send a review request using the After Trip End trigger.

Requirements:

Steps:

  • Create a new notification and select After Trip End as the trigger.
  • Set the schedule (e.g., 1 day after trip completion).
  • Include a thank you message and a link to the review form in the Email Content.
  • Save the notification.

What are the best practices for follow-up emails? #

  • Keep emails short, friendly, and clear.
  • Use shortcodes (customer name, trip name, payment details) for personalization.
  • Schedule strategically:
    • Booking confirmations: immediately
    • Payment reminders: a few days before due dates
    • Review requests: 1–3 days after the trip ends

Troubleshooting Common Issues #

Emails are not being sent:

  • Ensure Advanced Email Automator Add-on is installed and activated.
  • Check that the notification is enabled and assigned the correct trigger.
  • Confirm your WordPress site can send emails (use an SMTP plugin if needed).

Due Payment Reminder trigger not appearing:

Review emails not sending after the trip ends:

  • Confirm the trip end date is correctly set.
  • Check that the notification schedule is set for a future date.

Emails are being sent multiple times:

  • Ensure there are no duplicate notifications with the same trigger.
  • Check for caching or email plugin conflicts.

Feel free to contact our support team for any other assistance.