Travel Planning Questionnaire
An example workflow to send a planning questionnaire and collect client travel preferences.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Send a structured planning questionnaire to collect the travel details needed to build a proposal.
- Travel intake questionnaire
- Luxury trip planning form
- Cruise planning questionnaire
Fields your team can fill in
To
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Cc
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Bcc
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Subject
Planning Details Needed for Your Upcoming Trip
Hi ClientFirstName,
To help me put together the best options for your TripType, please complete the attached planning questionnaire or use this link: QuestionnaireLinkComplete Travel Questionnaire
The most helpful details to include are:
RequestedDetails
Once I have that information, I can begin putting together recommendations for you.
Thank you,
me::first_name
Workflow context
When to use this workflow
Use this workflow when sending a planning questionnaire to collect trip preferences, traveler details, and planning context from a client.
What this replaces
This replaces manual questionnaire emails, forgotten intake links, and inconsistent requests for the information advisors need before building recommendations.
Why teams standardize this email
Travel planning is better when every advisor collects the right details early. A workflow helps teams send a consistent intake request while still personalizing the message.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the travel planning questionnaire email in Outlook
- Prompts for client name, trip type, questionnaire link, requested details, and advisor name
- Adds a trip-specific subject line
- Can include the configured questionnaire or planning attachment
- Keeps the draft editable before sending
FAQ
Does Toggles collect questionnaire responses?
No. Toggles prepares the email and can include a questionnaire link. Responses are collected in your form or intake tool.
Can advisors customize requested details?
Yes. The workflow includes requested details and the draft can be edited.
Can this be used before a discovery call?
Yes. It is useful before planning calls so the advisor has context in advance.
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.