Setting Up Auto Emails Reservation Emails (VIDEO)
How to Set Up Automated Reservation Emails
in Vacation Creations CRM Automated reservation emails are a powerful way to stay connected with clients while saving time. In this video, you’ll learn how to create, edit, and activate automated reservation emails inside the Vacation Creations CRM. This step-by-step walkthrough covers:
- Where to find Reservation Emails under the Email Manager
- Understanding active (green) vs inactive (red) emails
- Filtering emails by product or searching by keyword
- Creating a new automated reservation email
- Naming your email internally vs setting the client-facing subject line
- Selecting products and destinations (single, multiple, or all)
- Choosing when emails send based on reservation creation timing
- Editing the email body using the built-in editor
- Adding images, formatting text, and rearranging content blocks
- Using merge tags to personalize emails with client and agent names
- Sending test emails to preview before activating
- Turning emails on and making future edits as needed
You’ll also see a real-world example of setting up an important informational email (such as Real ID requirements) that automatically sends to clients after a reservation is created. This video is part of our Vacation Creations CRM training series, designed to help travel agencies communicate more effectively, stay organized, and create a polished client experience – without extra manual work.
👉 Like, subscribe, and explore our other Vacation Creations training videos for more tips, walkthroughs, and best practices.
Please note: These videos use demo data and not actual client or customer data.