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Post-Trip Follow-Up – Feedback or Thank You Email Template & Workflow for Outlook

Client Services
Customer Success

An example workflow for thanking clients and gathering feedback after their trip. 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 follow-up – feedback or thank you 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
ClientFirstName
Destination
FeedbackLink
Tone
me::full_name
me::job_title
me::company
me::phone
me::email
Workflow previewApplied workflow: Post-Trip Follow-Up – Feedback or Thank You
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Est. saved: 1 min 46 sec

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Cc

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Subject

We hope you enjoyed your trip to Destination

Hi ClientFirstName,

Welcome back! I hope your trip to Destination was everything you expected.

We’d love to hear how everything went — what you enjoyed most and anything we can improve. You can share quick feedback here: FeedbackLinkSubmit Feedback

Thanks again for choosing me::company. Sending a Tone thank-you after your trip.

me::full_name
me::job_title | me::company
📞 me::phone | ✉️ me::email

Workflow context
When to use this workflow

Use this workflow after a client returns from a trip and the advisor wants to thank them, request feedback, and keep the relationship warm for future planning.

What this replaces

This replaces ad hoc thank-you emails, forgotten feedback links, inconsistent sign-offs, and delayed follow-up after the trip is complete.

Why teams standardize this email

Post-trip follow-up supports retention and referrals. A standard workflow helps advisors reach out consistently while still giving them space to personalize the note before sending.

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 follow-up email in Outlook
  • Prompts for client name, destination, feedback link, tone, and advisor details
  • Adds a destination-specific subject line
  • Keeps the message editable for a personal note
  • Helps teams use a consistent feedback request across advisors
FAQ
Does this workflow collect feedback inside Toggles?

No. The workflow can include a feedback link, but feedback collection happens in the linked tool or form.


Can the advisor change the tone before sending?

Yes. This workflow includes a tone variable and the full Outlook draft remains editable.


Is this only for luxury travel agencies?

No. It works for any travel team that wants a repeatable post-trip thank-you and feedback process.

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.