Form Builder

The form builder lets you create custom intake forms for leads, clients, and trip questionnaires. Forms use a two-column layout with your field list on the left and a live preview on the right.

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.

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

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

Panel	What it shows
Left (field list)	All form fields in order — drag to reorder, click to edit
Right (live preview)	Real-time preview matching the public form appearance

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

Display Modes

Toggle between two modes at the top of the builder:

• Scroll — all fields on one scrollable page
• Paginated — one field per page with step indicators and Next/Previous buttons

Field Types

The builder supports 19 field types:

Type	Use for
Text	Short text input
Email	Email address with validation
Phone	Phone number
Textarea	Long-form text
Number	Numeric input
Currency	Dollar amounts
Date	Single date picker
Date Range	Start and end dates
Select	Dropdown menu
Radio	Single choice from options
Checkbox	Yes/no toggle
Checkbox Group	Multiple selections
Pill Select	Visual pill-style multi-select
Address	Full address with autocomplete
Content Card	Informational text (not a question)
Rating	Star or numeric rating
Traveler Count	Adults/children counter
Passenger Details	Collect name, birthday, and gender for each traveler
Image Select	Choose from image options

Working with Fields

• Add a field — click the + button and choose a type
• Reorder — drag the grip handle on the left of each field
• Edit settings — click a field to open its settings panel (label, placeholder, required, validation)
• Duplicate — click the copy icon to clone a field
• Move up/down — use arrow buttons to shift position
• Delete — remove a field from the form

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.

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.

Passenger Details Field

The Passenger Details field type 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 form for each passenger.

When a client fills out the form, they:

1. Set the number of passengers using +/- buttons
2. Enter first name, last name, date of birth, and gender for each person
3. Expand/collapse individual passenger sections using an accordion layout

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.

The Passenger Details field is included in the Cruise Request preset template, but you can add it to any form.

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.