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About This Automation
Travel agencies manually monitor trip completions, search client histories, and compose personalized review requests and nurture emails. This scattered approach misses opportunities, delays outreach, and consumes hours on repetitive tasks.
Automation detects completed trips, identifies repeat clients, and generates personalized review requests and nurture campaigns automatically. the team focuses on relationship-building while the system handles segmentation, drafting, and tracking.
Key features:
Detect trip completion automatically from booking system data
Identify repeat clients and segment by booking frequency and destination preferences
Generate personalized review request emails with direct review links
Create targeted nurture campaigns highlighting relevant destinations and offers
Track review submissions and engagement responses in a unified dashboard
Update client records with review status and campaign performance metrics
Hidden Overhead™Context switching between email, spreadsheets, and booking system creates.
7.3/ 10
How The Automation Works
The full workflow, from trigger to completion.
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1. Trip Completion Detectedtrigger
Automation is triggered when a trip end date is reached or a client marks their trip as complete in the booking system.
2. Fetch Client & Booking History
The automation retrieves the client record, including all past bookings and trip history, to determine repeat-booker status automatically.
3. Generate Personalized Review Request
The automation composes a personalized review request email based on the client's trip type, destination, and booking history, then sends it.
4. Log Review Request
The automation records the review request, including the send date and client segment, for tracking and follow-up.
5. Segment Repeat Clients
Clients with 2 or more bookings are automatically tagged as repeat bookers and added to a nurture campaign list.
6. Send Targeted Nurture Email
The automation generates a personalized nurture email for repeat clients, highlighting relevant offers and destinations based on their past bookings, and sends it.
7. Post Confirmation
A notification is sent confirming that the review request and nurture email have been sent, and the client record has been updated.
Everything you need to know before mapping this process.
The system checks for existing reviews before sending a request and skips clients who have already submitted one, avoiding duplicate asks and maintaining a positive customer experience.