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Emails for onboarding

Get email templates that you can send to your employees to announce your partnership with TravelBank

Anna Allen avatar
Written by Anna Allen
Updated over 3 weeks ago

Purpose

This article provides email templates that you can send to your employees to announce your partnership with TravelBank.

Audience

This article is directed toward users with a paid TravelBank account.

Email templates

These emails introduce users to TravelBank travel and expense management and some of their features.

Basic email

Travel and expense

Hello,

We’re thrilled to announce that we have begun the process of moving to a new travel and expense management tool. TravelBank will make it easier to track and submit your expenses and book business travel, saving you much-needed time and energy.

We plan to completely move from [old system or process] to TravelBank by [date]. Look for additional updates as we get closer to the transition date.

Stay tuned!

Expense only

Hello,

We’re thrilled to announce that we have begun the process of moving to a new expense management tool. TravelBank will make it easier to track and submit your expenses, saving you much-needed time and energy.

We plan to completely move from [old system or process] to TravelBank by [date]. Look for additional updates as we get closer to the transition date.

Stay tuned!

Travel only

Hello,

We’re thrilled to announce that we have begun the process of moving to a new travel management tool. TravelBank will make it easier to book travel, saving you much-needed time and energy.

We plan to completely move from [old system or process] to TravelBank by [date]. Look for additional updates as we get closer to the transition date.

Stay tuned!


Longer email

Travel and expense

Hello,

We’re thrilled to announce that we have begun the process of moving to a new travel and expense management tool. TravelBank will make it easier to track and submit your expenses and book business travel, saving you much-needed time and energy. We plan to completely move from [old system or process] to TravelBank by [date].

You should have received an activation email from TravelBank with the subject line "You've Been Invited to Join..." If you don’t see the email, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company’s info]. Use the activation email to create your user profile and password.

Once you are logged in, update your profile by selecting My Account at the top-right. In My Account you also can add your traveler information, such as your TSA precheck number and your loyalty/rewards program, and the bank account where you'd like to receive any reimbursements.

Here are a few resources to show you how to use TravelBank:

Additional support:

Lastly, don't forget to download the mobile app for receipt capturing and an easy way to book your travel.

Change is exciting, but we know it can bring uncertainty as well. If you run into any issues or have feedback regarding your experience with the app, please reach out to [company admin's email].

Sincerely,

[Name of company sponsor]

Expense only

Hello,

We’re thrilled to announce that we have begun the process of moving to a new expense management tool. TravelBank will make it easier to track and submit your expenses, saving you much-needed time and energy. We plan to completely move from [old system or process] to TravelBank by [date].

You should have received an activation email from TravelBank with the subject line "You've Been Invited to Join..." If you don’t see the email, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company’s info]. Use the activation email to create your user profile and password.

Once you are logged in, update your profile by selecting My Account at the top-right. In My Account you also can add the bank account where you'd like to receive any reimbursements.

Here are a few resources to show you how to use TravelBank:

Additional support:

Lastly, don't forget to download the mobile app for receipt capturing.

Change is exciting, but we know it can bring uncertainty as well. If you run into any issues or have feedback regarding your experience with the app, please reach out to [company admin's email].

Sincerely,

[Name of company sponsor]

Travel only

Hello,

We’re thrilled to announce that we have begun the process of moving to a new travel management tool. TravelBank will make it easier to book travel, saving you much-needed time and energy. We plan to completely move from [old system or process] to TravelBank by [date].

You should have received an activation email from TravelBank with the subject line "You've Been Invited to Join..." If you don’t see the email, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company’s info]. Use the activation email to create your user profile and password.

Once you are logged in, update your profile by selecting My Account at the top-right. In My Account you also can add your traveler information, such as your TSA precheck number and your loyalty/rewards program.

Take a look at the Corporate travel user guide for information on how to use TravelBank travel management.

Additional support:

Lastly, don't forget to download the mobile app for an easy way to book your travel.

Change is exciting, but we know it can bring uncertainty as well. If you run into any issues or have feedback regarding your experience with the app, please reach out to [company admin's email].

Sincerely,

[Name of company sponsor]


Pilot program

This email should generate excitement and empower pilot users to help provide feedback while also allowing them to become power users for their peers.

Travel and expense

Hello,

We’re thrilled to announce that we’re moving to a new travel and expense management tool. TravelBank will make it easier to track and submit your expenses and book business travel, saving you much-needed time and energy.

You have been selected to participate as a pilot user before we officially launch to the rest of the company. We have selected you to participate in this program because we believe you will be able to provide us with critical feedback to ensure a great user experience for the rest of your peers. The pilot will run from [date] to [date].

You should have received an activation email from TravelBank with the subject line "You've Been Invited to Join...". If you don’t see the email, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company’s info]. Use the activation email to create your user profile and password.

Your job as a pilot user:

  1. Log in as soon as possible through the TravelBank desktop app.

  2. Download the TravelBank mobile app to learn both experiences.

  3. Use the apps to familiarize yourself with booking travel and creating and submitting expenses.

  4. Test out forwarding email receipts from your business and personal email address.

  5. Provide timely feedback to [company admin's email]:

    • Share any gaps that you see in the product, or anything that could use improvement.

    • Submit any feedback to [company admin's email] by [date].

As a pilot user, you can amplify your voice and act as a voice for your peers. You have the ability to help make this a successful launch.

We appreciate you and look forward to your input. Thank you!

[Name of company sponsor]

Expense only

Hello,

We’re thrilled to announce that we’re moving to a new expense management tool. TravelBank will make it easier to track and submit your expenses, saving you much-needed time and energy.

You have been selected to participate as a pilot user before we officially launch to the rest of the company. We have selected you to participate in this program because we believe you will be able to provide us with critical feedback to ensure a great user experience for the rest of your peers. The pilot will run from [date] to [date].

You should have received an activation email from TravelBank with the subject line "You've Been Invited to Join...". If you don’t see the email, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company’s info]. Use the activation email to create your user profile and password.

Your job as a pilot user:

  1. Log in as soon as possible through the TravelBank desktop app.

  2. Download the TravelBank mobile app to learn both experiences.

  3. Use the apps to familiarize yourself with booking travel and creating and submitting expenses.

  4. Test out forwarding email receipts from your business and personal email address.

  5. Provide timely feedback to [company admin's email]:

    • Share any gaps that you see in the product, or anything that could use improvement.

    • Submit any feedback to [company admin's email] by [date].

As a pilot user, you can amplify your voice and act as a voice for your peers. You have the ability to help make this a successful launch.

We appreciate you and look forward to your input. Thank you!

[Name of company sponsor]

Travel only

Hello,

We’re thrilled to announce that we’re moving to a new travel management tool. TravelBank will make it easier to book business travel, saving you much-needed time and energy.

You have been selected to participate as a pilot user before we officially launch to the rest of the company. We have selected you to participate in this program because we believe you will be able to provide us with critical feedback to ensure a great user experience for the rest of your peers. The pilot will run from [date] to [date].

You should have received an activation email from TravelBank with the subject line "You've Been Invited to Join...". If you don’t see the email, check your spam folder; if you didn’t receive the email, contact your company admin [admin at company’s info]. Use the activation email to create your user profile and password.

Your job as a pilot user:

  1. Log in as soon as possible through the TravelBank desktop app.

  2. Download the TravelBank mobile app to learn both experiences.

  3. Use the apps to familiarize yourself with booking travel.

  4. Provide timely feedback to [company admin's email]:

    • Share any gaps that you see in the product, or anything that could use improvement.

    • Submit any feedback to [company admin's email] by [date].

As a pilot user, you can amplify your voice and act as a voice for your peers. You have the ability to help make this a successful launch.

We appreciate you and look forward to your input. Thank you!

[Name of company sponsor]


Need help?

If you need help, contact the TravelBank support team:


Publish date: June 11, 2025

Last update: NA

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