proposal.travel

📈 CRM & sales

How do trip alerts (departs tomorrow / returns today) work?

These are internal alerts for the advisor assigned to the proposal: you get them in the bell 🔔 and by email when a trip departs tomorrow or returns today, at 9:00 in your timezone. They're for your team only: the traveller receives nothing automatically. The alert is in your language; the suggested WhatsApp message is in the client's proposal language.

  1. 1No setup needed: the alert goes to the advisor assigned to the proposal.
  2. 2«Departs tomorrow»: the day before departure you get a bell + email with quick actions.
  3. 3«Returns today»: on the return day, a good moment to welcome them back and ask for a review.
  4. 4From the alert: open the contact, view the proposal, or tap «WhatsApp» (opens the chat with the message ready, including the traveller portal link).
  5. 5The portal is only shared if you tap send in WhatsApp: nothing goes to the client automatically.

Consejo: The WhatsApp button doesn't send anything on its own: it opens WhatsApp with the message ready for you to review and send. If the proposal doesn't have a traveller portal yet, the alert offers to create one.

Still have questions? Write to us at hola@proposal.travel and we'll help.