Proactive Messages
Proactive messages automatically send SMS or email to travelers at key moments in their trip. Use pre-built templates or create custom messages with dynamic content.
How It Works
Proactive messages are scheduled relative to milestones in a traveler’s journey. Send messages before or after events like departure, arrival, event start/end, or expense deadlines.
For example: “3 days before departure from origin” or “15 minutes after arrival at destination”.
Messages are sent via the traveler’s preferred channel, set during onboarding. Travelers can opt out at any time.
Pre-Built Smart Messages
Juno includes ready-to-use templates:
| Smart Message Type | Description |
|---|---|
| Expense Submission Reminders | Automatically reminds travelers to submit receipts before deadlines. |
| Flight Alerts | Sends notifications about flight delays, cancellations, and departures. |
| Flight Check-In Reminders | Reminds travelers to check in when their flight check-in opens (24 hours before departure). |
| Hotel Payment Information | Explains that the hotel is prepaid and what to expect at check-in. |
| Uber Voucher Reminders | Reminds travelers they have Uber coverage and how to use it. |
| Feedback Requests | Asks for post-trip feedback with survey links. |
Setting Up Proactive Messages
Accessing Proactive Messages
Organization-Level Messages
- Go to Settings → Proactive Messages
These messages are sent to travelers who are not part of a specific event. They do not apply to guests invited through the Events product.
Event-Specific Messages
- Navigate to the Events page
- Select the event you want to customize
- Go to the Messaging tab
Event-specific messages only send to guests invited to that particular event, allowing you to provide targeted communications relevant to a specific event.
Enable Smart Messages
- Find the smart message you want to enable
- Click “Enable” on the message card
- Configure any targeting conditions if needed
- Save your settings
Create Custom Messages
- Click “Add Message” in the Proactive Messages settings
- Fill out the basic information:
| Field | Description |
|---|---|
| Name | Internal reference (travelers don’t see this) |
| Message Content | The actual text that will be sent |
-
Set up the timing:
- Choose a milestone from the available options (see Timing Options section below)
- Set timing relative to that milestone (e.g., “2 hours after arrival at destination”)
- Specify the number and unit (minutes, hours, or days)
- Choose whether to send before or after the milestone
-
Configure targeting (who receives the message):
- All guests - Send to everyone
- Guests with conditions - Only send to travelers meeting specific criteria (including event invite group for event-specific messages)
Timing Options
Milestones
You can schedule messages relative to these milestones:
| Milestone | Description | Example Usage |
|---|---|---|
| Event Start | When the business event begins | Pre-event reminders |
| Event End | When the business event concludes | Post-event follow-ups |
| Departure from Origin | When traveler leaves their home location | Pre-departure reminders |
| Arrival at Destination | When traveler arrives at event location | Welcome messages, local info |
| Departure from Destination | When traveler leaves the event location | Check-out reminders |
| Arrival at Origin | When traveler returns home | Post-trip surveys |
| Expense Submission Deadline | Before expense submission deadline | Expense reminders |
| Outbound Flight Check-In | 24 hours before outbound flight departure | Check-in reminders |
| Return Flight Check-In | 24 hours before return flight departure | Check-in reminders |
| Flight Delay | When a flight is delayed (smart messages only) | Automatic delay notifications |
| Flight Cancellation | When a flight is cancelled (smart messages only) | Rebooking assistance |
Timing Configuration
Schedule messages in minutes, hours, or days, either before or after the milestone.
Example: “Send 2 hours before departure from origin” or “Send 15 minutes after arrival at destination”
Message Personalization
Use placeholders to insert dynamic information. Example:
Hi
{{firstName}}! 👋You’re all set for tomorrow’s onboarding at
{{organizationName}}HQ.🏢 Building Access:
- Enter through the Madison St. entrance (not Main St.)
- Show your ID to security and mention “
{{eventName}}”- Take elevator bank B to Floor 12
- Meeting room: Conference Room Aurora
🍕 Don’t miss our famous “Pizza & Insights” lunch at 12:30pm in the Sky Lounge!
Running late or need directions? Just text
{{coordinatorFirstName}}.Looking forward to seeing you!
Placeholders
| Placeholder | What It Shows |
|---|---|
{{firstName}} | Traveler’s first name |
{{lastName}} | Traveler’s last name |
{{organizationName}} | Your organization name |
{{eventLocation}} | Trip destination |
{{eventStartDate}} | When the event starts |
{{eventEndDate}} | When the event ends |
{{expenseSubmissionDeadline}} | When expenses are due |
{{coordinatorFirstName}} | Coordinator’s first name |
{{coordinatorLastName}} | Coordinator’s last name |
{{coordinatorEmail}} | Coordinator’s email |
Managing Existing Messages
Edit Messages
- Find the message in your Proactive Messages list
- Click the edit icon
- Modify content, timing, or targeting as needed
- Save changes
Disable Messages
- Find the message you want to turn off
- Toggle it to “Disabled”
- The message will stop sending to new travelers
Changes apply to new invitations only. Previously scheduled messages will still be sent.
Examples
Organization-Level Messages
Expense Submission Reminder
Milestone: Expense submission deadline
Timing: 3 days before
Message: “Reminder: your expense submission deadline is coming up. Log in to {{organizationName}} to submit any outstanding receipts.”
Event-Specific Messages
Conference Arrival Instructions
Milestone: Arrival at destination
Timing: 15 minutes after
Message: “Welcome to Chicago! Conference check-in is on Level 2. Your Uber voucher is active for rides to the hotel.”
Department-Specific Reminders
Milestone: Event start
Timing: 1 day before
Condition: Event invite group = “Sales Team”
Message: “Remember to collect business cards for CRM entry. Upload them with your expense receipts.”
Speaker-Specific Instructions
Milestone: Event start
Timing: 2 hours before
Condition: Event invite group = “Speakers”
Message: “Speaker check-in is at the Green Room. Please arrive 30 minutes before your session for mic check.”
Multi-Day Event Updates
Milestone: Event start
Timing: 1 day before
Message: “Reminder: Tomorrow’s session starts at 8 AM. Continental breakfast available from 7:30 AM in the main lobby.”
For help with setup or delivery issues, contact your account manager.