An automated form can be created in three places, the Trip Sidebar, the Task Menu and the contact's profile.
For the example below, we're creating an automated form in the Tasks and Automation tab, the first photo will show the Add button as it appears in the Tasks and Automations tab in the Trip Sidebar, but the Add button also appears in a Contact Profile!
For more information on automations, be sure to read the Automations Overview.
1. Click Add
Click on Add in the top right corner of the Tasks area.
2. Click Automation
Once you've clicked on Add, some options will appear. Click on Automation.
3. Select Form under Automation Type
In the Automation Menu, click on Form.
4. Select the Form
Click on Search for a Form... and type in the name of the form you want to send.
5. Set Date/Time
Select the desired date and time for the form to be sent to your client.
You can either have a fixed date, as shown below:
Or you can have an automatic time, sent a certain number of days before or after the trip end date or start date.
Note: Automations will not send the form if a date and time are not set.
6. Select the recipients of the form
Under the Assigned To section, you'll be able to specify if the form is being sent to everyone on the trip, or only specific people.
If the form is only being sent to specific people, just select that option and type in their name!
7. Click Done
Once you've added all the desired information, click on Done in the top right corner of the Automation Menu.
