Forms in TravelJoy are collections of questions that your client can answer and submit back to you, helping you collect needed information in just a few clicks. There are several default forms in TravelJoy, and if you don't see the one you need, you can always create a new one!
How to send a form
Everything starts with a trip, so if you have not already - we recommend creating a trip. Within that trip, click the blue "Create..." button at the top right of the page and select "Form" from the options that appear:
On the next page, you'll see the option to select which of the trip's traveler will receive the form, the ability to allow one traveler to fill out the form on behalf of all travelers, which form template you'd like to send, and which confirmation email you'd like triggered after the client completes their form:
From here, you can click "Preview" at the top to see what the form will look like to your client, or you can select the "Next..." button to fill out the form on your client's behalf or review the email accompanying the form:
Once you've reviewed the email contents and are ready to send it off with your form, select the blue "Send" button at the bottom of the pop up:
The email your client receives will include an easy-to-follow link to review and submit their form.
Comments
8 comments
Can I send multiple forms at the same time?
i would like to put on my website, is there a video of how to create a link that has the banner instead of just the form?
Hi Vincent & Vivian S! To put a form on your website, you can embed the form by following the steps here: https://help.traveljoy.com/hc/en-us/articles/360016308691-Embed-a-client-inquiry-form-on-your-website
Hi TravelJoy team! Is there a timeframe after which a submitted form for a trip would create a new trip for that client? I have had a few clients submit trip feedback forms following their vacations and instead of attaching to the existing trip in my TravelJoy dashboard, it creates a new trip for that client.
Thank you!
Hi Next Exit Travels, great question! We may need to take a look at the type of form you're sending them, can you please send in a ticket request using the blue chat button in the bottom right corner of your TravelJoy account? I'd love to dive into this for you!
I have a form I created in Jotforms and would like to have it also linked to my travel joy when clients fill it out. Is that possible?
Hi Stacey,
Unfortunately, TravelJoy does not currently have the API capabilities for an integration with Jotforms. You can recreate your Form in TravelJoy by customizing an existing Form or creating a new template!
I'd like to be able to fill out the Client Inquiry form myself while I'm talking to a potential client on the phone. How can I do this?
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