Challenge
To create an automated transactional email flow for to send trigger-based booking confirmation, pre-trip, and post-trip emails to customers and vendors.
To create an automated transactional email flow for to send trigger-based booking confirmation, pre-trip, and post-trip emails to customers and vendors.
Example scenario: a customer books a tour
> A booking confirmation email sent to the customer and to the respective vendor
> A day before the trip: reminder email sent to the customer and vendor
> An hour after the trip: a generic post-trip email sent to the customer
> A post-trip email sent to the vendor with a Typeform asking tour photos, custom trip route, and a personalized message
> The form submission initiates a trigger to send a customized email to the customer with the information provided by the vendor
Solution
Step 1: Designing and writing email templates
Step 2
Step 3
Integrating Integromat with MailGun (client’s email service provider), WooCommerce Bookings, and TypeForm. Setting up flows and triggers on integromat.
Created 4 scenarios on Integromat:
Step 4: Testing and implementation on the staging site, and eventually on the main site. Some issues that were detected and fixed during the testing phase:
Conclusion