Post-trip surveys close the feedback loop with travelers and feed your testimonials, NPS, and operations improvements. Trips can auto-dispatch them at a configurable offset after each trip ends, OR you can send them manually from any trip.
Auto-dispatch (recommended)
Settings → Surveys configures the per-agency auto-send. Every option:
Default survey form — which survey-kind form to send (must be Published)
Email template — optional pre-written body. Leave blank for the default "Welcome home" copy
Anchor — what date to count from. Today the only anchor is trip_end_date
Offset days — how many days after trip end to wait before sending (1 = the next day)
Send hour — the hour of day to send, in the agency timezone
Recipient mode — all_travelers, or just the primary
Auto-send enabled toggle — the master on/off
The cron runs hourly. Every run, it scans for trips whose end date + offset days have just been reached, checks the configured send_hour against the agency timezone, and dispatches one email per recipient with a unique tracking token. That per-recipient token is what powers attribution on the Surveys dashboard.
Manual send
Open any trip → + Create → Send Form. Surveys now appear alongside regular trip-attached forms with a small violet "Survey" badge so you can tell them apart. Manual sends:
Use the email composer like any other form send — you write the subject and body, the "Open the form" button is appended automatically
Currently do not show up on the /surveys dashboard (the dashboard reads from survey_sends rows, which only the auto-dispatch path writes today)
Generate the same form share URL for every recipient on the trip — responses can be identified only via portal sign-in OR by name/email fields in the form itself
Where to see results
/surveys is the agency-wide results dashboard. Filter by survey, time range, and traveler. NPS and star-rating questions auto-aggregate into trend charts; free-text answers stack as a scrollable feed.
Designing the survey form
Surveys are just forms with kind=survey. Build them in Forms → New form → set Kind to Survey before publishing. Recommended question types:
nps_score — for a single Net Promoter Score question
star_rating — for category ratings (ship, ports, group events, etc.)
radio — for met / exceeded / fell-short style multiple choice
textarea — for open-ended best-thing / worst-thing prompts
Common questions
Can I send surveys mid-trip instead of after?
Manually, yes — just hit Send Form whenever. Auto-dispatch only fires on trip_end_date today; mid-trip anchors are on the roadmap.
What happens if a traveler does not respond?
Nothing automatic today. Trips does not yet send reminders. Survey reminder cadences are on the roadmap.
Are responses tied to a specific traveler?
On the auto-dispatch path, yes — each recipient gets a unique token. On manual sends, only if (a) the form has name/email fields the traveler fills in, or (b) the traveler is signed into the agency portal when they open the link.
Related guides
Groups in Trips — what they are, when to use them
Groups are Trips' primitive for hosted cohorts — cruise groups, escorted tours, themed trips, corporate incentives. This article explains what a Group is, when to reach for one instead of individual Trips, and how the pieces fit together.
Group financials — sales, commission, and per-member payment tracking
How the Financials tab on a Group rolls up sales, commissions, and per-member payment status across every attached Trip's invoices. The three sub-tabs (Overview, Per member, Commission), how "days behind deposit" is calculated, and how the numbers flow into your regular Sales and Commission reports.
Creating a Group — statuses, destinations, and settings
A field-by-field tour of the New Group form and the Settings tab: the five status states (Draft / Open / Sold out / Waitlist / Archived), the destinations list that feeds every member's Trip, roommate matching, and the archive workflow.