The Messages page centralizes trip-related communication, allowing you to send one-off emails, use saved templates, attach forms and files, and automate follow-up messages.
The Messages Page
Navigate to a trip and select Messages from the left navigation.
The Messages page contains two tabs:
Inbox
View messages and communication activity associated with the trip.
Scheduled
View messages that have been scheduled for future delivery.
All communication remains associated with the trip, creating a complete communication history.
[SCREENSHOT: Messages page]
Send a Message
Open the trip's Messages page.
Click inside the message area.
Select the sender email address.
Choose one or more recipients.
Optionally add CC recipients.
Enter a subject.
Write your message.
Click Send Now.
The email is sent immediately and appears in the trip's message history.
[SCREENSHOT: Send Message modal]
Use an Email Template
Instead of creating an email from scratch, you can use a saved template.
Open the Send Message window.
Select a template from the Use Template dropdown.
The template's subject and content populate automatically.
Make any necessary edits.
Send or schedule the message.
For information on creating templates, see Create and Manage Email Templates.
Add Files and Forms
Messages can include supporting documents and forms.
Add Files
Click Insert File.
Select the desired file.
The file is attached to the email.
Add Forms
Locate the Insert Form section.
Search and select a form template.
Send or schedule the message.
Recipients can access and complete included forms directly from the email.
[SCREENSHOT: Message attachments and forms]
Schedule a Message
To send an email at a later time:
Compose your message.
Click Send Later.
Select the desired send date and time.
Confirm the schedule.
The message appears in the Scheduled tab and is delivered automatically at the selected time.
[SCREENSHOT: Send Later option]
Create Automated Follow-Ups
Triploft can automatically send a follow-up message when no response is received.
To configure a follow-up:
Compose the message.
Enable the follow-up option.
Enter the number of days to wait.
Select a follow-up email template.
Choose the follow-up send time.
Send or schedule the message.
If the recipient does not respond within the specified period, the follow-up email is sent automatically.
[SCREENSHOT: Follow-up configuration]
View Message History
All messages related to a trip are stored within the trip's Messages page.
Use the conversation history to:
Review previous communications
Track traveler interactions
Confirm sent messages
Monitor scheduled communications
This provides a complete communication record for the trip.
Conclusion
Messages make it easy to communicate with travelers throughout the trip lifecycle. Whether sending one-off emails, using reusable templates, scheduling future communications, or automating follow-ups, Triploft keeps all trip-related communication organized in a single place.