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Post-trip follow-up for surveys & client feedback

Send Google Form or Orvis survey links automatically after trips, then use a checklist reminder to review and act on guest feedback.


A quick, automated follow-up is one of the easiest ways to collect guest feedback. Many Outfitters use this to send:

  • A Google Form for post-trip feedback.

  • An Orvis survey link for reviews.


Set it up in Notification Settings:

  1. Go to Notifications → Post-Trip Follow-Up.

  2. Choose how many days after the trip the message should send.

  3. Add your subject line and message.

  4. Enter Button text (e.g., “Share Your Feedback”) and paste your survey's full web address into Button link.


Pro Tip: Add a matching task to your Experience Checklist or Trip Checklist.

  • Set the same “days after trip” timing so you’re reminded to check responses and follow up on guest feedback.


Consistent follow-ups improve guest satisfaction, help you earn more reviews, and show clients you value their input.

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