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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. Include Call-to-Action text (e.g., “Share Your Feedback”) and paste your survey 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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