Post-Trip Follow-Up – Feedback or Thank You
An example workflow for thanking clients and gathering feedback after their trip.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Follow up with clients after travel to thank them and gather feedback on their experience.
- Post-trip thank you
- Client satisfaction survey
- Testimonial request
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
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 handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- 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.
Part of a starter pack
Explore the Industry: 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.
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
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.