Last updated August 23, 2026
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.
Go to Forms in the sidebar → click any form → Submissions tab. You'll see a table with:
The submission count badge on the tab tells you how many responses have come in at a glance.
Click any row to expand the full submission detail. This shows every field the client filled out in a clean key-value format:
This is where you go when you need a specific traveler's passport number, dietary restrictions, or emergency contact info.
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.
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:
Forms can be shared three ways — open the form and choose Share → Embed on your website:
| Method | How It Works |
|---|---|
| Direct link | A standalone URL your client opens in their browser |
| Iframe embed | Embed the form directly on your website |
| Popup button | A styled link that opens the form in a new window |
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.
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.
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.
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.
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.
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.
Build reusable task checklists once, then apply them to any trip with due dates anchored to trip start, trip end, final payment, or the day you apply them.
Create destination, packing, and tips guides, attach them to trips, and share them with your agency or the community.
Save full itineraries, day plans, and content blocks to your template library for reuse across trips.