Best practices, tips & inspiration
Dashboard
All Itineraries
Calendar Builder Itineraries
Guest Portals
Task Manager
Invoicing & Financials
General
Webinars
2025 Webinars
2023 Webinars
2022 Webinars
How do I customize the subject line when sharing a proposal?
Personalize email subject lines when sharing Itineraries, Lookbooks, and Guest Portals.

When sending Itineraries, Lookbooks, or Guest Portals via email, you can customize the subject line to better match your brand voice and message.

 

Step-By-Step Instructions

  1. Navigate to the Itinerary, Lookbook, or Guest Portal you want to share.
  2. Click the Share button.
  3. Go to the Share Via Email tab.
  4. Choose your client from the dropdown.
    1. Or click the +Create option if they are not yet a stored contact.
  5. Scroll to Add a Custom Message.
  6. Navigate to the Subject Line field.
  7. Enter your custom subject line.
  8. Click Share.

 

K

Tips & Tricks 💥

  • You can write your own custom message, save it as a template, and reuse it whenever you need.
  • You can also set your custom template as the default, so it automatically appears every time you share.

Keywords: Email subject line, custom email subject line, how to customize.

 

Did this answer your question?