This is an email that sends to all clients on the trip after the final day of the itinerary. You can configure the number of days after the last itinerary day this sends, customize the content, and add an optional button that links to your own page.
Edit Your Post-Trip Follow-Up Email
To adjust your client follow-up after a trip:
Click your outfitter name in the top left to open Organization settings, then select Notifications.
Under the Client tab, scroll to Post-Trip Follow-Up.
Toggle it on or off as needed.
Click Edit template to update the Trip day (days after the trip), Subject, Message, Button text, and Button link.
Click Preview to check the email, then Save.
The Button Link
Button link must be a full web address, such as your Google review page or a survey form.
To send the email without a button, leave Button link blank.
To insert client, booking, or organization details into the subject or message, see How to Use Automatic Fields in Emails and SMS.
This email sends separately to each client on the trip, so client fields fill in with each recipient's own details, while booking.client fields always refer to the person who made the booking.
Tip: We recommend sending trip notifications by Email & SMS—clients are more likely to see a text before their trip. Use the Send via dropdown next to each notification to choose the channel, and edit the SMS version from the SMS template tab inside the same Edit template window.