Post-Trip Check-In Email Workflow for Outlook
An example workflow to check in with clients after travel and gather light feedback. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the post-trip check-in email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
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Cc
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Bcc
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Subject
Welcome Back from Destination
Hi ClientFirstName,
Welcome back! I hope your trip to Destination was everything you expected.
When you have a moment, I'd love to hear FeedbackPrompt. Your feedback is always helpful and helps us make future trips even better.
No rush at all. Just reply whenever you have a chance.
Thanks again,
me::first_name
Workflow context
When to use this workflow
Use this workflow shortly after a client returns from travel and the advisor wants to check in, gather light feedback, and keep the relationship warm.
What this replaces
This replaces forgotten post-trip follow-ups, inconsistent feedback prompts, and one-off thank-you notes written from scratch.
Why teams standardize this email
Post-trip check-ins help travel teams learn what went well and preserve client relationships. A workflow makes the follow-up easier to send consistently.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Inserts the post-trip check-in email in Outlook
- Prompts for client name, destination, feedback prompt, and advisor name
- Adds a destination-specific subject line
- Keeps the follow-up language warm and concise
- Leaves the draft editable before sending
FAQ
Does Toggles collect feedback?
No. Toggles prepares the email. Feedback is collected through replies or your existing feedback process.
Can the advisor personalize the message?
Yes. The Outlook draft remains editable before sending.
Is this sent automatically when a trip ends?
No. Toggles workflows are user-initiated and reviewed before sending.
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.
Email workflow audit
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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.
Install this workflow →
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
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Toggles for Outlook Quickstart Guide
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