When applying an email template, also have an option to insert a form to the email, instead of needing to go to the Library to find the form
complete
L
Lotus pink Harrier
What I am envisioning is maybe next to apply template there is another option with insert form and it inserts the link for the form. Instead of going to library, forms, and then clicking on send form. I was in a clients profile today and went to send an email but realized I didn't have a link to the form I wanted to send so had to copy the email and go to library.
Brad Turner
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Hey y'all! You can now attach a form anywhere you're writing an email in Tern. Also, if you send that email from a trip, the response to that form will automatically get associated with that trip, making it easy to find that form response in the future.
You can read more about these updates: https://help.tern.travel/en/articles/12159665-emailing-forms-to-clients-in-tern
Autopilot
Merged in a post:
Forms and E mail Templates
F
Fawn Finch
When sending a form , if you add an e mail template you need to pick one or another. I would like to add my form TO an e mail template without making the form look funny or have it look bad. I dont want to have to choose or do extra work to make it look good.
If sending a form and it says add e mail template I want to be able to just move the form link within the template.
I want a both option , not an either or
D
Distant Blackbird
It is very clunky to be moving through my work flow and need to send a form. Then I need to go to the library, send the form, add the template and find the right client.
It would be helpful to send from within the trip and have the response save right where the trip request form saves.
C
Current Crab
As a work around, I copy the form link in my email templates (the nice form name one that shows when you go to email the form) that way the form is already in the email template. But it would be nice to have a drop down to chose the form you'd like to include in the email templates so there isn't this extra step.
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