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How tour messages work

Send one-time announcements or set up automated emails that trigger based on booking and departure dates.

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Messages let you communicate with travelers directly from the tour — either by sending a one-time email immediately, or by setting up scheduled messages that go out automatically based on booking or departure date triggers.

Creating a message

  1. Open the tour and go to Operations (1) → Messages (2).

  2. Click New message (3).

  3. Choose the message type: One-time or Scheduled (4).

  4. Fill in the message details (see fields below).

  5. Optionally, send a test email to preview the message before saving.

  6. Send a message

    1. For one-time messages, click Send message — the email is sent immediately.

    2. For scheduled messages, click Schedule message — the message will be sent automatically when the trigger condition is met.

Message types

There are two types of messages you can create:

Type

Description

Use cases

One-time

Sent immediately when created. Cannot be edited or deleted after sending.

  • Meeting point has changed for an upcoming departure

  • Last-minute itinerary update

  • Overdue payment reminder sent manually

Scheduled

Created in advance and sent automatically when trigger conditions are met. Can be edited, duplicated, paused, or deleted at any time.

  • Thank-you email sent 1 day after booking

  • Packing list sent 7 days before tour start

  • Pre-departure briefing sent 3 days before tour start

  • Post-tour feedback request sent 2 days after tour end

Message fields

Field

Description

Internal title

A name for the message visible only to admins. Defaults to the subject line.

Departure date(s)

Select specific departure dates to target, or choose All dates to apply to every departure.

Recipients

All travelers — sent to the booker and all travelers on the booking.

Booker only — sent to the lead traveler who made the booking.

Subject

The email subject line shown to travelers.

Message body

The email content. Supports rich text formatting and dynamic variables (e.g. traveler name, tour name).

Scheduled message triggers

When creating a scheduled message, you must configure a trigger that defines when it will be sent.

Trigger

When it sends

After booking date

X days after the traveler completes their booking. Useful for thank-you messages or pre-trip reminders.

Before/after tour start

X days before or after the departure date. Useful for pre-departure briefings or post-departure check-ins.

Before/after tour end

X days before or after the tour end date. Useful for wrap-up emails or post-tour follow-ups.

The trigger delay can be set from 1 to 365 days.

Managing messages

Action

Available for

Description

Edit
(1)

Scheduled only

Update any field on a scheduled message before it has been sent.

Pause / Resume (2)

Scheduled only

Toggle a scheduled message on or off without deleting it. Paused messages will not be sent until reactivated.

Duplicate
(1)

Both types

Create a copy of an existing message as a starting point for a new one.

Delete
(1)

Scheduled only

Permanently remove a scheduled message. One-time messages cannot be deleted after they have been sent.

Filtering the messages list

Use the filters at the top of the Messages table to narrow down the list:

  • Departure — filter by one or more departure dates.

  • Sender — filter by the admin who created the message.

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