Trip | Planner Send Message

YouLi Trips act like mini-CRMs and allow you to message the people on your trip in a contextual way. These messages are typically consider transactional rather than marketing since you've collected permission to communicate with them when they registered. That's assuming you set up the right consent prompt.

There are 4 places for Planners to SEND MESSAGE to their travelers, each within the context that allows you to send them a message that is relevant to them at their stage in the process as they progress through the actions possible on their Trip Page™️

Email Template & White-labelled Emails

We provide FREE email templates that we white-label for you. These are sent from a world-class ESP (email service provider) which provides high quality and beautiful HTML versions of the email we send on your behalf (see samples below).

If you need completely customized email templates, we offer this to our Enterprise clients with an integration fee.

Because we offer a white-table service, to make these templates look like your brand we always:

  1. Set the "Friendly From" with the name of the sender (see below) or Main Contact
  2. Set the "Reply-To" to the sender (see below) or Main Contact so that all replies go to your inbox
  3. The "From" address is "reply@youli.io" so that we can ensure better deliverability 
  4. Show the team logo if configured in the Team Owner's Account
  5. Show the trip banner if it is set for the trip.

Activity Feed

Whenever any Planner on a trip sends a message of any kind, it will record a log in the Activity Feed. So you can always refer back to the Activity Feed on the Trip or your Dashboard to see the recent activity.

These will look similar to this:

Screen_Shot_2019-10-24_at_11.52.10_am.png

Manage People

To enable the send buttons, simply click the checkbox(es) next to the name(s) of the person you want to message or check the box in the header to select all. Be sure to use the FILTER option on the right to select only the people you need to contact.

NOTE: you cannot send a message from YouLi to people without an email address, but you CAN send them their magic link via chat or other channel.

Screen_Shot_2019-10-23_at_3.50.53_pm.png

From Manage People there are two kinds of messages to SEND:

  1. INVITE - this will default to the "Message Sent with Invitation"
  2. MESSAGE - this can be anything!

1. SEND INVITE

After you click SEND INVITE you'll be prompted to confirm and send the invite:

Screen_Shot_2019-10-23_at_4.12.15_pm.png

SEND FROM is set to the current Planner, or the Main Contact if the current Planner is not Listed as a Contact on the Trip. Select from the dropdown if there are other Planners who are Listed as a Contact.

SUBJECT defaults to "[InviteeFullName], you're invited to [TripName]". The words in brackets (variables) will be replaced with the name of the person receiving the message and the Trip Name, this works like a "mail merge". If you prefer, you can change this to be a more personal call to action. Keep the variables if you want it to dynamically add the names.

MESSAGE defaults to the invitation message configured in Update Trip -> Settings but can be changed before sending. This DOES NOT change the message for the next invitation that is sent, it just changes it for THIS send. 

BUTTON the call to action in the email will be "Learn More and Respond". This cannot be changed right now. 

This button is their Magic Link, so they see their private version of the Trip based on any personalized cost you may have set for them, Tasks you have assigned them and payments they have made.

Example email below; all the elements in red boxes are dynamic based on your account, your trip and the person receiving the email. In this case: Gwenyth.

TIP: Send yourself a test to see it in action! 

Screen_Shot_2019-10-23_at_4.59.15_pm.png

2. SEND MESSAGE

After you click SEND MESSAGE you'll be prompted to enter your message:

Screen_Shot_2019-10-23_at_5.07.19_pm.png

SEND FROM is set to the current Planner, or the Main Contact if the current Planner is not Listed as a Contact on the Trip. Select from the dropdown if there are other Planners who are Listed as a Contact.

SUBJECT defaults to "A message about [TripName]".

The words in brackets (variables) will be replaced with the name of the person receiving the message and the Trip Name, this works like a "mail merge". If you prefer, you can change this to be a more personal call to action. Keep the variables if you want it to dynamically add the names.

MESSAGE defaults to blank, this is your chance to wax poetic or keep it short and witty. Tell them anything, about a coupon code or about recent changes to the itinerary or any other update. 

BUTTON the call to action in the email will be "View Trip". This cannot be changed right now.

This button is their Magic Link, so they see their private version of the Trip based on any personalized cost you may have set for them, Tasks you have assigned them and payments they have made.

Example email below; your Account logo and Trip Banner will be used in your actual emails.

TIP: Send yourself a test to see it in action! 

Screen_Shot_2019-10-23_at_4.59.15_pm.png

Manage Tasks Responses

REMEMBER: Automated reminders might be enabled for a task, you might want to wait for the personal touch until AFTER the last reminder or way BEFORE the first one.

If you need to personally chase people up about tasks they have or have not completed. Click into Manage Tasks and then click RESPONSES under the task name or the responses icon under ACTIONS on the right.

Screen_Shot_2019-10-23_at_5.27.24_pm.png

Example of Task Responses for a Task that has no responses yet. Select to SEND MESSAGE.

Screen_Shot_2019-10-23_at_5.33.58_pm.png

When you click SEND MESSAGE you'll be prompted to enter a message:

Screen_Shot_2019-10-23_at_5.40.36_pm.png

SEND FROM is set to the current Planner, or the Main Contact if the current Planner is not Listed as a Contact on the Trip. Select from the dropdown if there are other Planners who are Listed as a Contact.

SUBJECT defaults to "Response required for Task Name for [TripName]".

The words in brackets (variables) will be replaced with the Trip Name, this works like a "mail merge". If you prefer, you can change this to be a more personal call to action. Keep the variables if you want it to dynamically add the names.

MESSAGE defaults to blank, usually best to keep it relevant to the task you're reminding them about. 

BUTTON the call to action in the email will be "View Tasks" and will take them to the Tasks Menu on the Trip Page™️. This cannot be changed right now.

WARNING: If you have hidden the Tasks Menu, then this button will take them to the default Overview instead.

This button is their Magic Link, so they see their private version of the Trip based on any personalized cost you may have set for them, Tasks you have assigned them and payments they have made.

Example email below; your Account logo and Trip Banner will be used in your actual emails.

TIP: Send yourself a test to see it in action! 

Screen_Shot_2019-10-23_at_5.57.22_pm.png

Manage Payments

REMEMBER: Automated reminders might be enabled for instalments, you might want to wait for the personal touch until AFTER the last reminder or way BEFORE the first one.

If you need to personally chase people up about payments, click into Manage Payments. You'll see the Registered People and who has paid/not paid. Be sure to use the FILTER option on the right to select only the people you need to contact.

Screen_Shot_2019-10-23_at_6.27.00_pm.png

When you click SEND MESSAGE you'll be prompted to enter a message:

Screen_Shot_2019-10-23_at_6.27.10_pm.png

SEND FROM is set to the current Planner, or the Main Contact if the current Planner is not Listed as a Contact on the Trip. Select from the dropdown if there are other Planners who are Listed as a Contact.

SUBJECT defaults to "[InviteeFullName], payment DUE for [TripName]".

The words in brackets (variables) will be replaced with the Trip Name, this works like a "mail merge". If you prefer, you can change this to be a more personal call to action. Keep the variables if you want it to dynamically add the names.

MESSAGE defaults to blank, you can do a hard or soft sell here and either create urgency or reference a conversation you've had on the phone. 

BUTTON the call to action in the email will be "Pay Now" and take them to the Costs menu on the Trip Page™️. This cannot be changed right now.

WARNING: If you have hidden the Costs Menu, then this button will take them to the default Overview instead.

This button is their Magic Link, so they see their private version of the Trip based on any personalized cost you may have set for them, Tasks you have assigned them and payments they have made.

Example email below; your Account logo and Trip Banner will be used in your actual emails.

TIP: Send yourself a test to see it in action! 

Screen_Shot_2019-10-23_at_6.47.05_pm.png

Manage Optional Itinerary Responses

NOTE: Automated reminders are NOT sent for optional itinerary items.

If you need to personally chase people up about optional itinerary items. Be sure to use the FILTER option on the right to select only the people you need to contact.

Screen_Shot_2019-10-23_at_6.17.36_pm.png

Example of an item without any responses yet:

Screen_Shot_2019-10-23_at_6.21.18_pm.png

When you click SEND MESSAGE you'll be prompted to enter a message:

Screen_Shot_2019-10-23_at_6.27.45_pm.png

SEND FROM is set to the current Planner, or the Main Contact if the current Planner is not Listed as a Contact on the Trip. Select from the dropdown if there are other Planners who are Listed as a Contact.

SUBJECT defaults to "Response required for Itinerary Name".

The words in brackets (variables) will be replaced with the Trip Name, this works like a "mail merge". If you prefer, you can change this to be a more personal call to action. Keep the variables if you want it to dynamically add the names.

MESSAGE defaults to blank, you can do a hard or soft sell here and either create urgency or reference a conversation you've had on the phone. 

BUTTON the call to action in the email will be "View Itinerary" and will take them to the Itinerary Menu of the Trip Page™️. This cannot be changed right now. 

WARNING: If you have hidden the Itinerary Menu, then this button will take them to the default Overview instead.

This button is their Magic Link, so they see their private version of the Trip based on any personalized cost you may have set for them, Tasks you have assigned them and payments they have made.

Example email below; your Account logo and Trip Banner will be used in your actual emails.

Screen_Shot_2019-10-23_at_6.36.25_pm.png