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Email Template Folders, Groups, Updates, and More!
Description
In this final June episode of Flight Path, the Tern team (David, Molly, and Brad) dive into a transformative week at Tern HQ—and it’s a big one. From team expansion to user conference planning, this episode is packed with behind-the-scenes updates and future-facing product features.
00:00 – Welcome & Week in Review
David, Molly, and Brad reflect on a week filled with new hires and big ambitions.
How Tern is building new cross-functional capabilities (AI efficiency, education, and training).
03:45 – Growing the Team & Expanding Vision
How team additions like Gal and Karina are shaping Tern’s strategy for scale.
Canadian expansion and TICO compliance updates after a trip to Toronto.
05:54 – The User Conference Deep Dive
Why Tern’s first-ever user conference (on a cruise!) is shaping up to be unlike anything else in the industry.
How advisors will co-build features live with engineers (yes, in real-time).
From business workshops to hands-on tooling sessions, Tern wants attendees to leave with actual progress.
10:14 – Unlocking Group Growth
Tern will spotlight advisors like Walter who scaled from $300k → $4M in group sales.
Pairing real business strategy with tool walk-throughs, including AI, automations, and landing page design.
12:26 – Conference Signup Info
Interested in joining? Head to tern.travel and click "Conference" in the top nav.
Or email David directly at david@tern.travel for more info.
13:16 – Product Updates: Folders, Groups & Click-Saving
Folders for email templates are here (350 created in 2 days!).
Form and task template folders launching next.
Sub-trip status updates are now editable in-line from the overview screen.
Cleaner pricing displays now eliminate confusion when client selections are incomplete.
15:45 – New Group Exports + Real-Time Wins
Export traveler lists with sub-trip mapping—critical for supplier manifests and wedding groups.
This update landed during a conference demo, solving two live advisor pain points.
20:54 – Editor Update (Yes, Finally!)
The long-awaited block editor replacement is nearly done.
End of July = no more block editor for activities.
Email editor improvements will follow soon after.
23:40 – Agency Commission Tools
Total payout summaries are now available—no more manual math.
Loved by agency owners and advisors alike.
24:59 – Mobile App Glow-Up Coming
A new series of Traveler app improvements kicks off next week.
Expect crisper design, better doc access, easier navigation between past/upcoming trips, and more.
Advisor mobile web experience is next in line for polish.
29:02 – Forms Reimagined
Contact forms will soon support collecting details for multiple travelers at once.
Less repetition. Better UX. Major time-saver—especially for families and group bookings.
30:59 – What’s Next?
With a doubling of R&D and a maturing team, Te