Email Template Folders, Groups, Updates, and More!

June 27, 2025

Episode Overview

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

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, Tern is entering a new phase of parallel progress.
  • User conference, mobile upgrades, and deeper partnerships are just the beginning of what’s coming in H2.