Once a form is built, the Settings tab controls how it behaves in the world: what its public link looks like, whether it's still accepting responses, what respondents see when they finish or arrive too late, and who hears about it when someone submits.
This covers sharing a template with anyone. To send a form to specific travelers on a trip and track who has responded, see Send Forms from a Trip.
Preview your form
When you click Preview in the top-right corner of the Form Builder, a new browser tab opens showing exactly how the form will appear to your client, including the title, description, questions, required markers, and layout.
Share a form
Click Share Form in the Form Builder and pick a method.
Copy Link: copies the form's public URL for messaging apps, client portals, booking confirmations, or anywhere else. Anyone with the link can open and submit it.
Send Email: opens a composer with your sender details pre-filled. Pick a contact from your CRM or type an address, optionally apply an email template, edit the subject and message, and send. Recipients get an Open Form button.
Embed Form: gives you the code to place the form on your website. Click Copy to Clipboard, paste it into your site, and use Preview to check how it looks.
Form settings
Open a form and select Settings. Click Save Settings when you're done.
Unique ID
The Unique ID forms the public link. Customize it to something recognizable, and TripLoft tells you whether it's available. A preview shows the final URL.
Form availability
This controls whether the form is accepting responses. Turning it off takes effect immediately and shows visitors the closed state instead.
Close the form automatically
Rather than closing a form manually, set it to close on its own:
After a number of responses: closes once that many submissions arrive.
On a specific date and time: closes at the moment you pick.
With both rules on, the form closes as soon as either is met.
Submission experience
What respondents see after they submit:
Confirmation screen title and message: thank them, or tell them what happens next.
Redirect to another page: shows the confirmation screen, then sends respondents to a URL of your choice after a few seconds.
Use Preview to check the confirmation experience before saving.
Closed state
What someone sees if they reach a form that's no longer accepting responses. Set a closed screen title and message explaining why it's closed or what to do instead.
Email notifications
Agent notifications: turn on to get an email yourself whenever someone submits.
Client notifications: choose what the respondent gets.
Don't send a confirmation email: nothing after submitting.
Send only if the client requests it: respondents can opt in to a confirmation email with a link to their submission.
Always send a confirmation email: every respondent gets one automatically.
