Forms
Building customer-facing forms for enquiries and data collection.
Forms
Forms is available on Pro and Business plans.
The form builder lets you create customer-facing forms for collecting enquiry information, trip preferences, passenger details, feedback, and more. Forms can be embedded on your website, shared as a direct link, or sent in email.
The forms list
Columns:
- Name: The form's title.
- Status: Draft or Published.
- Submission action: Create Enquiry or Capture only.
- Submissions: Total count, with a quick link to view them.
- Created date.
Filter by status (all / draft / published).
Building a form
The form builder is a drag-and-drop editor. You add fields by type:
- Short text / long text.
- Email / phone / number / date.
- Single choice / multi-choice / dropdown.
- File upload.
- Section heading / descriptive text.
- Hidden / source tracking fields.
Each field has options for label, help text, placeholder, validation rules, required flag, and conditional visibility (show this field only if another field has a particular value).
Form settings
Each form has settings for:
- Title and description shown to the respondent.
- Submission action:
- Create Enquiry: Submissions are turned into enquiries sourced as Form, with the form's responses attached.
- Capture only: Submissions are stored against the form for later review (e.g. surveys, feedback).
- Success message shown after submission.
- Redirect URL (optional).
- Notification emails: Who should be emailed when a submission arrives.
Publishing and embedding
A published form can be:
- Embedded on your website via an embed snippet (iframe or script).
- Linked directly: Each form has a public URL you can share.
- Pre-filled via URL parameters for known marketing campaigns (e.g.
?marketing_source=facebook_spring).
Submissions
The Submissions view shows every response to the form with:
- The respondent's answers field by field.
- Submitted-at timestamp.
- The resulting enquiry (if applicable).
- Export to CSV.
Tips
- Keep enquiry forms short; fewer fields means higher submission rates.
- Use conditional logic to show fields only when relevant (e.g. "How many children?" only if "Travelling with children" is Yes).
- Add hidden fields to capture marketing source from URL parameters so the resulting enquiry inherits the source.