Select text for Offers

Overview

The Select Text for Offers section allows you to manage and configure the text, images, templates, and automated communication related to customer offers. This setup ensures that all branding, messaging, and automated reminders are consistent across offers and bookings.

Configuration Options

1. Add Text from Brands

You can add predefined text from the Brands section directly in the Select Offer tab. This helps maintain brand consistency across all customer offers.

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2. Template Images

Dedicated sections allow you to upload and manage visual elements associated with the offer:

Image Type	Description
Logo	Used for branding in offer emails and PDFs.
Trip Safety Image	Displayed in offers that include safety-related content.
More Experiences Image	Highlights additional experience options.
Web Banner Image	Used on web-based offer presentations.

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3. Close Reasons

A configurable list of reasons for closing an offer, each with an explanatory text description. These are displayed when an offer is manually or automatically closed.

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4. Email and Text Templates

A collection of templates used for customer communication via email or text message.

Includes fields for:

• General Available Product Text

• Mail Header / Mail Footer

• Unavailability Custom Message

• Additional informational texts

Some email bodies include personalization placeholders, such as: [CustomerFirstName], [DepartureDate], or [OfferLink].

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5. Insurance and Experience Texts

Dedicated sections for standard informational messages:

Section	Purpose
Travel Insurance	Text related to travel insurance details.
Cancellation Insurance	Covers cancellation policy information.
More Experiences Text	Describes optional add-ons or excursions.

These texts appear automatically in the relevant parts of the offer.

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6. Booking and Offer Emails

Includes predefined templates related to:

• New Booking

• New Offer

• All Bookings

A standard Offer Email contains:

• Subject: “Important information regarding your trip offer”

• Body: Personalized customer message outlining offer details and next steps.

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7. Email Reminder Scheduling

The reminder functionality automates customer notifications related to offers and bookings.

Field	Description
Email Reminder Schedule Days	Defines the number of days before or after an event (e.g., offer expiration, booking confirmation, or travel date) when a reminder email is sent.
Enable Auto Schedule	Automatically schedules and sends reminder emails based on predefined rules. Ensures timely customer updates without manual input.
Enable Auto Schedule Close	Automatically closes offers after the final scheduled reminder email is sent.

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8. Display Extra Description

When enabled, this option adds a custom description for included price extras in the offer presentation.

Note: The selected template must support this feature to display the extra description correctly.

Customer Outcome

• Consistent Branding: All offers use standardized text, images, and layouts aligned with the agency’s brand.

• Improved Communication: Automated email and reminder scheduling ensures customers receive timely and accurate updates.

• Operational Efficiency: Reduces manual work for consultants by automating reminders and offer closures.

• Enhanced Customer Experience: Personalized, well-structured messages make offers easier to understand and more engaging.

• Flexibility and Control: Agencies can customize every element — from text and imagery to scheduling and closing logic — to match their communication strategy.