New Trip Inquiry Response
An example workflow to respond to a new travel inquiry and gather trip details.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Respond to a new travel inquiry and collect the information needed to begin planning.
- New travel inquiry response
- Luxury travel consultation lead response
- Tour inquiry follow-up
Fields your team can fill in
To
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Cc
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Bcc
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Subject
Thanks for Your Interest in DestinationIdea
Hi ClientFirstName,
Thanks so much for reaching out about your interest in DestinationIdea.
I would be happy to help you plan the trip. Based on what you shared so far, I understand you're considering travel for TravelerCount traveler(s) around TravelWindow.
I've attached a short planning questionnaire to help me gather the details I need to put together the best recommendations for you.
If you'd prefer, you can also schedule a quick planning call here: PlanningCallLinkBook a Travel Planning Call
I look forward to helping you put something together.
Best,
me::full_name
me::job_title | me::company
📞 me::phone | ✉️ me::email
Workflow context
When to use this workflow
Use this workflow when a prospective or returning client asks about a new trip and your team needs to respond quickly with a polished first reply, a planning questionnaire, and an optional call booking link.
What this replaces
This replaces copying an old inquiry reply, searching for the right questionnaire, rewriting the same planning call language, and manually checking whether the destination, travel window, traveler count, and consultant contact details are included.
Why teams standardize this email
The first response sets the tone for the planning relationship. Standardizing it helps travel advisors capture the right details early, keep replies consistent across the team, and make sure every client gets a complete next step before the email is reviewed and sent.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the approved inquiry response email body inside Outlook
- Prompts the user for client name, destination idea, travel window, traveler count, and planning call link
- Adds a subject line based on the destination idea
- Can include the configured travel planning questionnaire attachment
- Keeps the message editable so the advisor can personalize it before sending
FAQ
Does this workflow send the inquiry response automatically?
No. Toggles prepares the email inside Outlook. The user can review, edit, and send it when ready.
Can advisors personalize the message for a luxury or complex trip?
Yes. The workflow provides the standard structure and variables, and the advisor can adjust the email before sending it.
Can the workflow include a planning questionnaire?
Yes. This example includes a configured questionnaire attachment so the advisor does not have to search for it separately.
Part of a starter pack
Explore the Travel Starter Pack
Give travel advisors and operations teams a connected set of Outlook workflows for inquiries, planning, proposals, payments, trip documents, updates, and post-trip follow-up.
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
5 Everyday Email Tasks You're Wasting Time On (And How to Fix Them)
Discover how professionals can save hours each week by automating repetitive email tasks, ensuring consistency, and improving communication quality with Toggles for Outlook.
Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.