Need some help finding customer content / mail software

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Joined
3 Jun 2007
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2,277
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Essex
Hi All.

Not sure if this is the right place but scratching my head on this one.

My wife has recently gone out on here own and runs a successful travel business.. while she is supplied with all the software for the booking side of things she is desperately in need of a solution for email automation, i imagine its quite basic in terms of features but im struggling to find anything suitable.

What it needs to do:

  • hold customer details (name, email, telephone etc)
  • Automate emails based on date, for instance if she adds a customer record and there travel date is the 01st September she wants something that can automate basic email templates to be sent out 4, 2 weeks etc before the travel date.
I am sure something pretty simple could be build with a database but that's a bit far over my head.

Any ideas or solutions that people might be aware of that might do what's needed?

Thanks in advance
 
you could in theory use a spreadsheet with automation.

Ie you have rows of data with the customer name, email and leave date, then some cells for when you have sent the reminders.

A script runs down the rows, checks the leave date and if a reminder cell is empty and it’s within the reminder time it sends an email, then fills in the cell to says it’s completed and moves into the next row.

A spreadsheet would be easy for your wife to fill in.
 
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