Referral Request After Trip Email Workflow for Outlook
An example workflow to ask a satisfied client for referrals 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 referral request after trip 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
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Thank You Again for Choosing Us for Your Destination Trip
Hi ClientFirstName,
It was such a pleasure helping with your trip to Destination.
If you know ReferralType, I'd love an introduction. Many of our favorite clients come from referrals, and I always appreciate the opportunity to help someone you know plan a smooth and memorable trip.
If you'd also be open to leaving a quick review, you can do that here: ReviewLinkLeave a Review
Thanks again for trusting me with your travel plans.
me::first_name
Workflow context
When to use this workflow
Use this workflow after a successful trip when it is appropriate to ask a client for a referral, review, or introduction.
What this replaces
This replaces awkward one-off referral asks, missing review links, and inconsistent post-trip relationship follow-up.
Why teams standardize this email
Referral requests work best when they are timely and respectful. A workflow gives advisors a polished starting point while preserving room to personalize the ask.
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 travel referral request email in Outlook
- Prompts for client name, destination, referral type, review link, and advisor name
- Adds a destination-specific subject line
- Can include a review or referral link
- Keeps the draft editable before sending
FAQ
Does Toggles post reviews or track referrals?
No. Toggles prepares the request email. Reviews and referrals are handled in your existing tools or process.
Can the advisor choose between a review and a referral ask?
Yes. The workflow includes a referral type variable and the draft can be edited.
Is this automatically sent after a trip?
No. The advisor starts the workflow and sends the email manually.
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
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
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.
Explore Solutions By Role
Client Services
See how Toggles helps client services teams standardize repeatable client emails in Outlook.
Sales
See how Toggles helps sales teams standardize repeatable client emails in Outlook.
Customer Success
See how Toggles helps customer success teams standardize repeatable client emails in Outlook.
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.