Send Form from Contact Page | Tern Feature Requests

Send Form from Contact Page

planned

Coral reef Moose

The ability to send a form from the contact page. Gave a button next to the Send Email button to Send Form that takes you directly to your forms, or a drop down if your forms to choose from.

April 30, 2025

Molly Johnson

marked this post as

planned

We are looking into this one! Would it work if we let you select from your forms directly from the email modal, and it would add the form link you select as a hyperlink to the email body?

Many Prawn

Molly Johnson for me, that would work just fine. And you are talking about being able to email from the contact itself and not just the trip right? The use case for this is to allow us to manage this on a customer level and not just trip level. Example: send them a form via email about their trip wishlist that doesn’t need to be attached to a trip. This allows us to market and setup for future bookings. At least this is the way I’m thinking of it being used.

Molly Johnson

Many Prawn: yep the way we are thinking about it is:

Anywhere you can send an email, allow dynamically inserting a form link right from the email modal
Any form responses that match a contact would be stored in a new 'form responses' tab directly on that contact (regardless of how the form was sent)
You could also send a form to them directly from the trip. And responses for that would be logged in the 'forms' tab of the trip itself

Dutch white Boa

Molly Johnson this would be helpful.

Coral reef Moose

Molly Johnson yes, that would be helpful. Just so I'm understanding what you are saying, if I have a form that I usually send with a specific email, let's say New Client Form. If I choose the email that I normally send with that email from my email library, New Client Introduction, when I choose that email the form will automatically be in that email?

Emerald Alpaca

Molly if I'm  understanding correctly, from contact 
Send email
Choose the form and the email template that also with the form?

Molly Johnson

Coral reef Moose: I can send over a quick video explainer to make sure its all clear, once we solidify designs!

Molly Johnson

Emerald Alpaca: you could add the form link in the email template itself or yep you could add in the email template and then pick the form, depending on your process. I can send over a quick video explainer once we solidify designs to make sure its clear!

Ube Bear

Same for trips

Russet Shrew

This would be so helpful