Form Builder

The form builder lets you create custom intake forms for leads, clients, and trip questionnaires. You drag field types from a palette on the left into your form in the middle, and a live preview on the right shows exactly what respondents will see.

Import Existing Forms

Already have forms on another platform? Import them instantly — no rebuilding required.

Click Import a Form on the Forms page, then choose how to bring your form in:

From a URL

Paste a link to any web form. JourneyFuse has built-in support for:

• Jotform — fields are extracted instantly via the Jotform API (no AI needed)
• Google Forms — fields are parsed directly from the form page

For all other platforms (Typeform, Wufoo, etc.), JourneyFuse uses AI to extract fields from the page HTML.

Tip: Use the direct form link (the one your clients see), not the editor/builder link. Some platforms render forms with JavaScript, which may not import cleanly from a URL — use Paste Content or Upload File instead.

Google Forms: Make sure to share the respondent link (ending in /viewform), not the edit link.

Tern: Tern protects its public form links with a captcha, so a Tern URL can't be read from the link no matter whether you copy it from edit mode or preview mode. Open the form in your browser and use Paste Content or Upload File instead. JourneyFuse tells you this as soon as it recognises a Tern link.

Upload a File

Drag and drop a PDF, PNG, JPG, or HEIC file. Great for:

• PDF forms you email to clients
• Screenshots of forms from other platforms
• Photos of paper intake forms

Paste Content

Copy and paste the text or HTML of your form directly. Useful when:

• A URL isn't working
• You want to import from an email template
• You have form content in a document

Very Long Forms

Forms with dozens of fields import fine, but an unusually long one can occasionally come back with "we couldn't read a complete form out of that". Bring it in as two halves: import the first part, save it, then paste the rest into a second form. If you copied a whole web page rather than just the form, removing the surrounding page text usually does it on its own.

After Import

After importing, you'll see a preview of the extracted fields. You can:

• Rename any field
• Change the field type (e.g., switch a text field to an email field)
• Remove fields you don't need
• Toggle required/optional

Click Create Form to save, and you'll land in the full form builder for final adjustments — add conditional logic, reorder fields, customize branding, and more.

Layout

The builder is a three-panel workspace:

Panel	What it shows
Left (field palette)	The library of field types to drag in, grouped into Contact, Input, Choice, Layout, and Premium — plus Smart Sections and your saved templates
Middle (field list)	All fields on your form in order — drag to reorder, click to edit
Right (live preview)	A real-time preview that matches exactly what respondents will see

The preview updates instantly as you add, remove, or edit fields.

Display Modes

Choose how respondents move through the form from the toolbar at the top:

• Pages — the form flows top to bottom. Add page breaks to split a long form into named steps with Next/Previous buttons.
• One question at a time — shows a single field per screen with a progress indicator, so respondents focus on one answer at a time.

The Public Theme (in Form Settings) controls the overall look: Classic, Editorial, or Compact.

Choosing, sizing, and placing your logo

Every form starts with your agency logo — the one from Settings → Branding — so most forms need nothing here. When you want a particular form to carry a different logo, upload one under Logo in Form Settings. It applies to that form only; the rest keep the agency logo. This is useful when one advisor runs their own branded intake form, or when a single campaign needs its own mark.

To go back, click Use agency logo under the thumbnail, then Save. The form returns to the agency logo — nothing is lost, and you can upload a new one any time.

By default the header logo runs at Medium, which keeps it modest at the top of the form. If you want it to carry the page, set Logo Size to Large or Full width in Form Settings, and use Logo Placement to move it Left, Center, or Right. The builder preview updates as you click, so you can see the result before saving.

One thing to watch: uploaded logos are stored at up to 1000px wide, and anything uploaded before this setting existed was stored smaller. If your logo looks soft at the larger sizes, re-upload the original file at full resolution and it will sharpen up.

Field Types

The builder has 26 field types, organized into five groups in the left palette. Click the group to expand it, then drag a type onto your form.

Contact

Type	Use for
Text	A short, single-line answer (a name, a referral code)
Email	An email address, formatted and checked
Phone	A phone number, with an optional Mobile/Home/Work type dropdown
Address	A full mailing address (street, city, state, ZIP, country)

Input

Type	Use for
Long Text	A multi-line, paragraph-style answer
Number	A plain numeric value
Date	A single calendar date
Checkbox	A single yes/no tick, like "I agree"
Currency	A dollar amount, such as a budget
Date Range	A start and end date, for travel dates
Traveler Count	Counters per category (Adults, Kids, and any category you add)
Travel Party Details	A repeating traveler block for full passenger info — see Travel Party Details below
Loyalty Programs	A repeating list of rewards memberships (program + member number), such as SkyMiles or Marriott Bonvoy. Syncs to the client's saved loyalty programs — see Client Profile Sync
Repeatable Group	A block respondents can add more than once, each made of your own sub-fields (extra contacts, custom lists)
File Upload	Let respondents attach a document, image, or PDF

Choice

Type	Use for
Dropdown	Pick one option from a dropdown list
Radio Cards	Pick one option, shown as tappable cards
Checkbox Group	Pick several options from a list
Preferred Planner	An auto-filled dropdown of your active team members. The respondent's choice assigns the lead to that planner. Add a "No preference" option to fall back to round-robin.

Layout

Type	Use for
Content Card	Static heading, image, and rich text between questions — headers, instructions, section intros (not a question)
Signature / Consent	Consent text plus a typed-name signature — see Signature and Consent below
Page Break	Split the form into steps/pages, with an optional step title

Premium

Type	Use for
Rating Scale	A 5- or 10-star rating with optional low/high labels
Image Select	Pick from image tiles, single or multiple
Pill Select	Pick from compact pill-style options

Smart Sections and saved templates

At the top of the palette, Smart Sections drop several related fields at once so you don't build them one by one:

• Contact Info → First Name, Last Name, Email, Phone
• Trip Basics → Travel Dates, Destination, Budget, Trip Notes
• Travel Party → Traveler Count plus Travel Party Details

You can also save any field you've configured as a template ("Save as template" in the field settings), then drag it back into any form later from My Templates.

Working with Fields

• Add a field — drag a type from the left palette, or click a Smart Section to drop a set at once
• Reorder — drag the grip handle on the left of any field
• Edit settings — click a field to open its settings panel on the right
• Duplicate — clone a field with all its settings
• Save as template — reuse a configured field in other forms
• Delete — remove a field from the form

Field Settings

Click any field to open its settings. Most fields share these controls:

• Label — the question text respondents see
• Placeholder — faint example text inside the box (text-style fields)
• Description / help text — a formatted note under the label for extra instructions
• Required — force an answer before the form can be submitted
• Width — Full or Half, so two short fields can sit side by side
• Change field type — convert a field to a compatible type without rebuilding it

Some types add their own options:

• Choice fields (Dropdown, Radio Cards, Checkbox Group, Pill Select) — manage the Options list; Radio/Checkbox Group also set a layout (stacked or a 2–4 column grid) and size, and can Allow "Other" for a write-in answer
• Phone — turn on the Mobile/Home/Work type dropdown
• Rating Scale — choose a 5- or 10-point scale and label the low and high ends
• Traveler Count — edit the counter categories (Adults, Kids, etc.)
• Image Select — upload an image per option and allow single or multiple picks
• Repeatable Group — build the sub-fields, set the "Add" button text, and cap the number of entries
• Content Card — set a heading, upload an image, write rich text, pick a card color, alignment, and text size

Tagging Answers on a Choice Field

Open any choice field (Dropdown, Radio Cards, Checkbox Group, Pill Select) and you'll find up to two collapsible tagging sections at the bottom of its settings. They look almost identical and do completely different jobs, so it's worth knowing which one you want before you start clicking.

Let clients tag themselves

This is the one most agencies use. Give an answer a tag, and anyone who picks that answer gets tagged the moment they submit. The tag lands on their client record, their lead, and their marketing contact, so you can filter a campaign or a client list by it later.

Type the tag name into the box next to an answer and press Enter. Names are matched against your existing tags as you type, and a name that doesn't exist yet is created for you. Remove a tag with the × on its pill.

It's built for opt-ins and preferences you'll want to segment on later:

• "Yes, send me cruise deals" → Cruise Newsletter
• "Window" or "Aisle" on a seat preference → Window Seat / Aisle Seat
• "Disney" on a destination question → Disney Interest

You don't have to tag every answer. Tag the ones you'd actually want to pull a list of, and leave the rest empty.

Route leads by specialty

This one decides which advisor gets the lead, not what goes on the client. Each answer maps to a specialty from the shared JourneyFuse taxonomy (Disney, Royal Caribbean, Honeymoon, and so on) using the + Tags button, and your routing rules match on those specialties to pick an advisor. It's covered in full in Automatic Lead Routing.

Two things to know:

• It only appears if your workspace has more than one member. Specialty routing chooses between advisors, so on a solo account there is nothing for it to choose and the section is hidden.
• It's only worth filling in on questions that signal what someone wants to book. A "what kind of trip?" question is a good fit. A seat preference, a food allergy, or a passport question is not, because no specialty follows from the answer. Leave those blank, and use self-tagging above if you want to segment on them.

Conditional Logic

Any field can be shown only when earlier answers match a rule, so a form stays short and only asks what's relevant. In a field's settings, open Show when and add one or more conditions:

• Choose an earlier field, an operator (equals or does not equal), and a value
• Add multiple conditions and combine them with AND (all must match) or OR (any can match)

For example, show a "Which cruise line?" dropdown only when an earlier "Trip type" field equals "Cruise". Because a conditional field can be required, always test the form (use Preview) to make sure each branch behaves the way you expect before you share it.

Content Cards

A Content Card displays informational content between questions instead of asking one — use it for instructions, section headers, or context. Each card supports:

• Heading — optional title text
• Image — an optional hero image above the text
• Description — rich text with full formatting (bold, links, lists)
• Card Color — an optional background color for the card. Pick any color in the field settings, or click Reset to return to the default light gray.

Form Description

The form description (set in Form Settings → Form Description) appears under the form name at the top of the public form. It supports rich text with full formatting, so you can add bold, italics, headings, bullet or numbered lists, and links to guide clients before they start filling it out.

Organizing Forms into Categories

Categories are the headings that group your forms on the Forms page. Click Manage Categories in the page header to work with them.

• Create a category — type a name into New category and click Add. The category appears on the Forms page right away, even with nothing in it yet, so you can lay out your structure before you build the forms that go in it.
• Rename a category — click Rename in the Manage Categories list, or the pencil next to any category heading on the Forms page.
• Delete a category — only offered once a category you created is empty. Move its forms elsewhere first.
• Reorder categories — drag the handle to the left of any category heading. Ordering and which categories you keep collapsed are yours alone; changing them doesn't affect your teammates.

Built-in categories (Trip Request, Cruise Request, Disney Request, All-Inclusive Request, Custom) can be renamed too. Renaming one changes only the heading your team reads — the forms inside it, their preset fields, and where their submissions route all stay exactly as they were. Clear the box while renaming to put the original name back.

To move a form between categories, open the ⋮ menu on the form's row and choose Move to category.

Form Settings at a Glance

Beyond the fields themselves, the Form Settings panel controls how the whole form looks and behaves:

• Category — group the form as a Trip Request, Cruise Request, Disney Request, Card Authorization, and so on, or create your own category
• Public Theme — Classic, Editorial, or Compact
• Header — show the default logo and name, or design a custom header with a Content Card
• Logo — the logo this form uses. Defaults to your agency logo; upload one here to override it on this form only
• Logo Size and Logo Placement — how big the header logo runs (Small, Medium, Large, Full width) and where it sits (Left, Center, Right)
• Submit button — set the button text and color
• Form Description and Confirmation Message — the intro at the top and the thank-you screen after submitting
• Redirect After Submit — send the submitter to your website or a scheduling link after the thank-you screen
• Submission notifications — email all members, just admins/owners, or specific people when a response comes in
• Submitter confirmation — send a thank-you email to the person who submitted
• Lead Creation and Lead Assignment — whether a submission becomes a lead, and who it routes to
• Client Profile Sync — update the client record from matching fields
• Tags on submission — auto-apply tags to the new lead or client
• Planning fee on submission — automatically send a payment request after someone submits

Internal Names

A form's name doubles as the heading clients see on the public form, which makes internal-only naming awkward — call a form "Disney Quote - John" and every client sees "Disney Quote - John" at the top of the page.

Give a form an internal name to solve this. Open the form's ⋯ menu → Rename and fill in Internal name. Once set:

• Your team sees the internal name everywhere inside JourneyFuse — the Forms list, automation triggers, call-to-action pickers, and the "send a form" dialogs
• Clients still see the public Form Name as the heading — the internal name is never shown to them

Internal names also make it easy to tell apart forms that would otherwise look identical, like a "Disney Quote" form per advisor, when you're picking one for an automation or a button.

Form Access and Protection

By default every form is shared with the whole workspace and unlocked, so any team member can view, edit, and delete it. As you add sub-advisors, you can tighten that per form from the form's ⋯ menu (available to workspace owners/admins, and to the advisor who owns a form):

• Make private — only the form's owner and workspace admins can see it. Use this for an advisor's personal forms so they don't clutter everyone else's list. A Private badge appears on private forms.
• Lock (admins only) — the form stays visible and usable by everyone, but only the owner and admins can edit or delete it. Use this to protect forms wired into your automations so a sub-advisor can't accidentally change or delete one and break a lead flow. A lock icon appears on locked forms.

Sharing and locking are enforced everywhere, not just in the interface — a member who isn't allowed to edit or delete a protected form is blocked at the data layer too.

Previewing and Sharing

Click the Preview button in the form header to open the public form in a new browser tab. This shows exactly what respondents will see, including your logo and branding.

Share the form URL with clients or embed it in your website.

Confirmation Message

By default, the thank-you screen after a submission reads "Your request has been submitted successfully. Your travel advisor will be in touch shortly." For forms where that doesn't fit — feedback surveys, post-trip check-ins, document collection — you can replace it.

Open Form Settings → Confirmation Message and enter your own text. Leave the box blank to keep the default. The custom message appears on the public thank-you screen under the "Thank You!" heading.

Redirect After Submit

Keep the momentum going after someone fills out a form by sending them to your website or a meeting scheduler. Open Form Settings → Redirect After Submit and paste any link that starts with http:// or https:// — your homepage, a Calendly or other booking-scheduler link, a special offer page, anything.

When a redirect is set, the submitter still sees the thank-you screen (including your Confirmation Message) for a moment, then is taken to your link automatically. A Continue now link appears on the thank-you screen for anyone who doesn't want to wait. Leave the field blank and the form behaves as it always has — the submitter stays on the thank-you screen.

This works well as the last step of a sales funnel: an inquiry form that redirects to your consultation scheduler moves a prospect from "interested" to "booked a call" in one motion.

Lead Creation

Submissions create a lead in your pipeline by default, so website intake forms feed straight into form lead assignment. That's wrong for forms that collect information rather than new business — a client feedback survey shouldn't add "leads" to qualify.

Open Form Settings → Lead Creation and uncheck Create a lead from each submission to turn it off for a form. When disabled:

• No lead is created and nothing lands in your Leads pipeline
• Your team is still notified, but the email is framed as a New Form Submission — it includes a summary of the submitted answers and a View Submission button that opens the submission detail directly
• The Lead Assignment settings are hidden for that form, since there's no lead to assign

Submissions are always saved either way — find them on the form's Submissions tab or under Forms → All Submissions.

Travel Party Details Field

The Travel Party Details field type (in the Input group) is designed for cruise and group travel requests where you need structured traveler information upfront. Instead of asking clients to type names and birthdays into a free-text box, this field gives them a clean, repeating form for each passenger.

When a client fills out the form, they:

1. Set the number of passengers using +/- buttons
2. Enter details for each person, expanding and collapsing individual passenger sections in an accordion layout

First name and last name are always collected. In the field settings you choose which additional fields to ask for, and whether each is required:

• Date of birth and gender
• Names — prefix, middle name, and preferred name (what the traveler goes by, so your emails can greet them the way they'd like)
• Contact details — email, phone, mailing address
• Passport details — full name as on passport, passport number, expiry date, issue date, and country of issue
• Program numbers — Known Traveler Number (TSA PreCheck), Redress Number, place of birth, and nationality
• Loyalty / rewards program — one program plus member number per traveler (e.g. each guest's cruise-line or airline number)

You can also require details for the primary traveler only (so extra guests can be added lightly), and require a typed-name consent when collecting sensitive passport data.

When the form is submitted, JourneyFuse automatically creates household members from the passenger data. These records flow into the client's household, ready for you to use in trip planning, traveler profiles, and document collection.

A preferred name collected here is saved to that traveler's profile and shows as Goes By on their traveler card. For the lead client it also feeds the {{client_preferred_name}} merge tag, so templates and automations greet them by the name they gave you instead of their legal first name.

The Travel Party Details field is included in the Cruise Request preset and the Travel Party Smart Section, but you can add it to any form.

Signature and Consent

The Signature / Consent field (in the Layout group) collects a typed-name signature next to consent text. Use it for waivers, terms acceptance, or a photo/marketing release. You can supply the consent text three ways:

• Custom text — write your own, with links and formatting
• Your agency's Terms & Conditions — pulls the default terms from Settings → Agency
• Reusable Terms Blocks — pick a saved terms block so the same language stays consistent across forms

Client Profile Sync

Forms can update a client's record automatically from what they submit. When Client Profile Sync is on (in Form Settings), JourneyFuse matches fields by their labels — first/last name, email, phone, birthday, passport details, Known Traveler Number, mailing address, and more — and writes them to the client profile and household members. The settings panel shows a live preview of exactly which profile fields will sync, so nothing updates by surprise.

A Loyalty Programs field (or the loyalty option inside Travel Party Details) syncs into the client's saved loyalty memberships — recognized programs like SkyMiles, Marriott Bonvoy, or a cruise line's rewards club are matched to the built-in catalog, and anything unfamiliar is saved as a custom program so no number is lost. Loyalty updates are additive: a form only adds or updates the programs it collected and never removes memberships already on file.

Client Profile Sync only runs for forms sent to a known client, so a public form filled out by a brand-new lead won't overwrite anyone's record.

Mobile App Access Code

Each client in JourneyFuse is assigned a unique access code — a short 5-character code visible on their client detail page. This code is designed for the upcoming JourneyFuse mobile app.

How it works:

• The access code is auto-generated when a client record is created
• You can find it on the client detail page under the portal section
• Clients will enter this code in the mobile app to access their trip details, documents, and traveler profiles

Coming soon — The JourneyFuse mobile app is currently in development. Access codes are being generated now so they're ready when the app launches. Stay tuned for updates!

Desktop Required

The form builder requires a screen width of 1024px or larger. On smaller screens, a message will prompt you to switch to a desktop device.