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Trips and Forms

Adding, sending, and re-sending forms

Jonathan Johnson avatar
Written by Jonathan Johnson
Updated this week

Forms can now be associated with a Trip for easy access, making a Trip a one-stop-shop for everything you and your traveler need!

In this article we'll go over the following:

Adding a Form to a Trip

To add a Form to a Trip, just click on the +Add New button on the bottom-left-hand side of the Trip View, and select Form.

From there, you'll be prompted to search for a new form, or create a new one.

Sending a Form from a Trip

Once a Form has been added to a Trip, you can send it to your travelers by selecting the form from the list of items on the left-hand side, and then clicking the Share button.

You will have the same options there as you do for sending the Form from the Library or from a Contact Profile.

Re-sending a Form

Once a form has been sent, you can quickly and easily re-send the form(custom message included) with just a click!

While viewing the Form within the trip, you can click on this button to the right of that contact, and it will re-send the same form that was sent to them previously.

Viewing Form Responses in a Trip

To view a form response while in a trip, just click on that form and any form responses will appear on the right-hand side.

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