CareCloud CDP Tutorials

Emailing remains one of the most powerful ways for travel agencies to inspire travelers and drive bookings. In this step-by-step guide, you’ll learn how to create campaigns that reach the right audience, deliver the right message, and convert interest into real trips.

SETTING UP THE STAGE

For this guide, we’ll use Skimora, a fictional travel agency offering beach holidays, active getaways, and city breaks across Europe. To increase seasonal sales, Skimora is preparing a summer email campaign. The same strategy can easily be applied to winter trips, early bookings, or any other seasonal offer.

First, we will show you how to collect customer data for better personalization. Then we will segment audiences based on traveler preferences and design engaging emails. Finally, we will set up, test, and optimize the campaign.

Let’s dive into the first step.

KNOW YOUR CUSTOMERS

Before launching a marketing campaign, make sure you truly understand your customers, such as their favorite destinations, preferred vacation types, and travel habits. The more you know, the better you can personalize your communication.

One of the most efficient ways to collect and use this information is through customer account properties. They work perfectly with a loyalty program, helping you store and apply customer preferences for targeted campaigns. Once the data is in place, you can easily segment your audience and tailor each offer. For example, promote a mountain getaway to adventure seekers or a wellness weekend to those looking for relaxation.

If you don’t have a loyalty program yet, see our step-by-step guide.

To learn more about setting up and using customer account properties, click here.

In the next part, we’ll show how Skimora uses these properties to make their campaigns more personalized and effective.

SEGMENT YOUR AUDIENCE

Now that your customer data is ready, we’ll create two types of audiences: the first will include customers who prefer beach holidays, and the second will target those interested in active holidays.

Start by opening the Campaign & Audiences app and selecting Emailing, Audience. Then choose Additional detail criteria and pick beach holidays for the first audience.

To avoid spamming less-engaged customers, we’ll include only those who have opened at least one email in the past six months.

The first audience is ready. Repeat the process for the second audience, this time just select active holidays instead of beach holidays.

Keep in mind that these two audience types are just examples; you should adjust the criteria to best suit your own travel agency.

Now, let’s move on to designing the email.

DESIGNING EMAILS

Just as we created two audiences, we’ll now design two different emails. While creativity plays a big role, a few proven essentials will make your campaigns truly effective:

Personalization helps customers feel seen by using their name and tailoring content to their interests, travel history, or preferred destinations. This approach makes emails far more likely to inspire bookings.

To add text personalization, click into the text field and click on the Personalization.

Here, you can choose from three options: Basic variables, Marketing automation variables, and Project variables. Pick the one that fits your email. 

Another way to personalize your emails is by using the Recommendation Engine (RE). This tool will send the right travel offers to the right customers.

Clear Call-to-Action (CTA) shows readers exactly what to do next. Add a prominent button such as “Book now,” “Discover the offer,” or “See more trips.” 

In CareCloud, you can easily customize the button text, style, and color to match your campaign design.

Helpful Tips and Tricks (like travel advice, packing tips, or a short FAQ) provide practical guidance that helps readers make confident booking decisions. 

To make sure these sections (and your overall email) truly engage readers, follow these four proven tips:

• Keep your emails short, clear, and conversational, writing as if you are speaking directly to the reader.
• Focus on one main idea per email and highlight the benefit before the offer.
• Use active verbs and make content easy to scan with headings, bullet points, or visuals.
• Always adapt the tone, style, and level of detail to match your target audience.

Finally, you can see the full email design, one for beach and one for active holidays:

Beach holiday	Active holiday

By combining personalization, clear CTAs, and helpful extras like travel tips or short FAQs, your emails will look professional and give customers the confidence to book.

Once your email content is ready, the next step is timing.

SET UP THE CAMPAIGN

Customers receive dozens of emails every day, so sending your campaign at the right time is crucial. 

CareCloud offers three flexible options: send your campaign manually, schedule it to go out automatically at a specified time, or let the system optimize the send time for each customer based on their past engagement. 

Although in this guide we create a single email, a full campaign can include multiple messages, such as an initial inspiration email, summer tips, a reminder, and a first-minute promotion. Sending a sequence of emails keeps your audience engaged and increases bookings.

To get the best results from your campaigns, use A/B testing.

In CareCloud, setting it up takes just a few clicks: just turn on A/B testing, set the number of customers, choose a test date at least two days before the full campaign, pick the two email designs to compare, and decide which metric to track, such as open rate or click-through rate.

Once the test is complete, CareCloud automatically sends the better-performing version to the rest of your audience. You no longer have to guess which email will work best. 

PRO Tip: Run A/B tests regularly and experiment with subject lines, images, or CTAs. Even small adjustments can reveal valuable insights about your audience and help you continuously improve your campaigns.

SEE CARECLOUD IN MOTION

With CDP & CRM CareCloud, running a travel email campaign has never been easier. From enriching customer data and creating precise audiences to designing personalized emails and automatically testing them, every step is streamlined to save you time and maximize results. You can focus on crafting offers that resonate, while CareCloud handles the technical side of sending, segmenting, and optimizing campaigns.

By using CareCloud, travel agencies can ensure their emails reach the right customers at the right time, with messages tailored to their interests and behaviors. This means higher engagement, more bookings, and happier customers; all while maintaining efficiency and control over every campaign.