Customer offers automatic flow

Automate offer follow-ups with scheduled reminder emails and SMS. Configure schedules per brand, enable Send Schedule Email/SMS on offers, and verify/cancel reminders in Email History.

Overview

Customer offers automatic flow lets Tourpaq automatically send offer reminder messages by email and/or SMS.

It’s designed for follow-up: once an offer is sent, the system can send reminders at the intervals you define—so consultants don’t have to remember to chase every customer manually.

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Before you start

• You need access to Brands and the Offers module.

• Automatic reminders are typically configured per Brand.

This feature sends reminders. Your team still sends the initial offer manually from the offer screen.

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Where to configure it

Go to:

• Brands → (select a Brand) → Select Offer

This is the same area where you manage offer texts, images, and templates. See Select text for Offers.

Brand settings for reminder schedule days and email/SMS reminder templates.

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Key settings explained

Email reminder schedule days

Enter the reminder timing as comma-separated days, for example:

• 3,7,14,21

Each number represents a reminder point in days based on your offer reminder rules (commonly counted from when the offer is sent).

If you enable scheduled reminders but leave the schedule days empty, nothing will be sent.

Reminder message templates

Configure the content used for reminders:

• Mail reminder subject

• Mail reminder body

• SMS reminder body

Use placeholders (variables) where supported.

If you also use SMS templates, see Customer Offer SMS template.

Send Schedule Email / Send Schedule SMS

These options control whether reminders are sent by:

• Email

• SMS

You may see these as checkboxes in the Brand setup and/or when working with the offer (depending on your configuration).

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Use automatic reminders on an offer

Enable Send Schedule Email and/or Send Schedule SMS on the offer.

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1) Configure the Brand reminder settings

In Brand → Select Offer:

1. Set Email reminder schedule days (for example 3,7,14).

2. Write your reminder email subject/body (and SMS body if needed).

3. Save.

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2) Create and send the initial offer

Create an offer and send it to the customer.

If you need help creating an offer, see Create new offer.

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3) Enable scheduled reminders (email and/or SMS)

On the offer, enable:

• Send Schedule Email and/or

• Send Schedule SMS

This schedules the reminders according to the days you configured for the Brand.

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4) Verify reminders in Email History

Open Email History to confirm which reminders are queued/sent.

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Email History (how to read it)

Email History shows sent reminders and canceled scheduled messages.

Email History helps you verify what happened:

• You can see a log of sent messages.

• Scheduled messages that were canceled or not sent may appear in red (depending on your setup).

If the customer accepts the offer and a booking is created, remaining scheduled reminders for that offer are typically canceled automatically.

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Troubleshooting (common questions)

No reminders are being sent

Check:

• You entered Email reminder schedule days (for example 3,7,14).

• The reminder email/SMS body is filled in.

• Send Schedule Email/SMS is enabled for the offer.

The SMS is missing the custom text

Make sure your SMS template includes the [Message] placeholder. See Customer Offer SMS template.

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What this improves for your team

• Consistent follow-up across consultants and teams.

• Less manual work (reminders happen automatically).

• Better overview of communication through Email History.

• Fewer duplicate messages, because reminders are canceled when the offer turns into a booking.

FAQ

Are reminders sent automatically when I create an offer?

No.

You send the initial offer manually. Reminders are scheduled only after:

• the brand schedule is configured, and

• Send Schedule Email/SMS is enabled on the offer.

What do “Email reminder schedule days” mean?

They are comma-separated day offsets like 3,7,14.

Each value is a reminder point (commonly counted from when the offer is sent).

Why are no reminders being sent?

Check these first:

• schedule days are filled (3,7,14 etc.)

• reminder subject/body (and SMS body) is filled

• Send Schedule Email/SMS is enabled on the offer

• you edited the correct Brand

What happens to scheduled reminders if the customer books?

Remaining scheduled reminders are typically canceled automatically when the offer is converted to a booking.

Verify in Email History.

Why is the SMS missing the text I typed?

Your SMS template must include the [Message] placeholder.

See Customer Offer SMS template.