The lodge wants its own tone in reminder emails.
Track
Manual follow-up
Phase
Set the tone
Starts with
System wording
Ends with
Lodge wording saved
The words around the amounts can be edited per reminder; amounts, dates, and buttons stay automatic.
An admin clicks Edit reminder email on a reminder row.
Each configured reminder keeps its own wording.
Leave a field empty to use the system text.
The test uses the draft before saving.
This is the key moment of the journey: future reminders use the new wording. This is the key moment of the journey.
Configures registers, partners, reminders, and integrations.
Automates emails, matching, reminders, and sync.
The editor on the left and the live email on the right.
Why: See the result before saving.
The words are yours; the amounts, dates, and buttons stay automatic.