Form Submissions

You built the form, shared the link, and your clients filled it out. Now what? The Submissions tab on any form shows you every response that's come in — names, passport details, dietary needs, whatever you asked for — in a clean table you can review, click into, or export.

Viewing Submissions

Go to Forms in the sidebar → click any form → Submissions tab. You'll see a table with:

• Summary columns — the first 4 fields from your form shown as quick-glance columns
• Submission date — when the response was submitted
• Lead status — whether a lead was auto-created from this submission (if you have form lead assignment enabled)

The submission count badge on the tab tells you how many responses have come in at a glance.

Viewing Full Details

Click any row to expand the full submission detail. This shows every field the client filled out in a clean key-value format:

• Text fields display as-is
• Yes/No questions show as "Yes" or "No" (not raw true/false)
• Multi-select answers are comma-separated
• Address fields are formatted across multiple lines

This is where you go when you need a specific traveler's passport number, dietary restrictions, or emergency contact info.

Booking from Traveler Details

Traveler Details is laid out so you can book a whole family without opening each profile:

• Name on Passport comes first, with the profile name underneath when the two differ. The passport name is the one a supplier booking has to match.
• Age at travel. Each date of birth shows the traveler's current age. If they have a birthday before departure, you also see their age at travel (for example, age 12 · 13 at travel), because tour operators price children by their age on the departure date. The departure date is the linked trip's start date, or the travel dates the client entered on the form. A note under the travelers names the date used. Flexible dates ("sometime in spring") show the current age only.
• View passport. When a traveler's passport copy is on their profile, a View passport button sits beside them and opens the copy in a new tab. It appears for travelers matched to the submission's client or their household. Anyone else gets no button, so a copy never opens against the wrong person.
• Passport numbers show only their last four digits on screen. The copy button on the answer copies the full details, whole number included, ready to paste into a booking.
• Your own traveler questions. Each traveler's answers to the questions you added to the block show at the end of their details, under the question as it was worded when they answered. See Your own traveler questions.

The same layout appears on the lead's Form response tab.

Filing a Submission Under a Client and Trip

A submission finds its own client when the form collects an email address, or when you sent the link from inside JourneyFuse. Signed paperwork often has neither — a service agreement or terms form usually captures a signature and nothing else — so those responses arrive attached to nobody.

Two places fix that:

When you send the form. The Send Form dialog has a File under a trip picker. Add the recipient's email first and the dropdown fills with that client's trips, or type a trip name to search. Pick one and the completed form files under that trip automatically. Leave it on No trip for general agency paperwork that isn't tied to a specific booking.

After it comes back. Open the submission and use Link to Existing Client in the right-hand panel. Search for the client, optionally choose one of their trips, and the answers attach to both. An already-matched submission shows Link to a trip instead, for putting a signed form under the trip it belongs to.

Once linked, the form appears under Forms on the client's record and on that trip's Docs & Tasks tab, tagged This trip. Any outstanding invitation for the same form is marked complete at the same time, so you stop seeing "awaiting response" next to a form the client already signed.

Exporting to CSV

Click Export CSV to download all submissions as a spreadsheet. The file is named form-submissions-YYYY-MM-DD.csv and includes every field from every submission.

This is incredibly useful for:

• Sending a passenger manifest to a cruise line or resort
• Compiling dietary requirements for a group dinner
• Creating a rooming list from a group booking form
• Sharing traveler info with a tour operator or DMC

How Clients Submit Forms

Forms can be shared three ways — open the form and choose Share → Embed on your website:

If you paste your own iframe instead of the embed code, Chrome 154 and later can size it to the form for you: add frame-sizing: content-height and width: 100% to the iframe's style. Form pages already allow this, and other browsers keep the iframe's set height.

Each method has a copy button for quick sharing, and Share → Copy link copies the direct link in one click. The same menu also has Send by email (any address, no client profile needed) and a QR code for print. You can also attach forms directly to group booking proposals so travelers fill them out during the booking flow.

Inside an email you write yourself

Send on the Forms page emails the form on its own. When you'd rather the form travel with your own message — your note about Disney dining plus the form that collects the dining requests — open the compose window from the client or trip and use Insert → Form. It drops in a branded button, and each recipient gets their own link, so the submission still files against their record and the trip. Full details in Email Merge Tags.

Tips

1. Check submissions weekly for group trips. Don't wait until departure — you'll have a pile of missing info to chase. A weekly glance at the Submissions tab tells you who's filled out forms and who hasn't.

2. Export to CSV before sending to suppliers. Most cruise lines and resorts want passenger info in a spreadsheet. The CSV export saves you from retyping everything.

3. Use form lead assignment for intake forms. If you're using a form on your website to capture new client inquiries, enable form lead assignment so each submission automatically creates a lead in your pipeline.

4. Keep forms short. Clients are 3x more likely to complete a 5-field form than a 15-field form. Ask for what you need now, and follow up for the rest later.

Related

• Form Builder — create and customize forms
• Form Lead Assignment — auto-create leads from submissions
• Group Bookings — attach forms to group booking proposals
• Email Merge Tags — send a form inside an email you write