Overview
This article briefly walks through how Tern's Form 'Responder' and Contact Info Form fields work.
How it works
Your Experience: Creating Forms
1. The "responder" is grouped within a "cover page" for all of your forms.
2. On the Contact Information form, you'll notice a required element that collects basic details.
Don't worry - if the responder isn't filling out the form for someone else, this information will be pre-filled.
By doing it this way, we can make email optional (to support cases like filling out this form for a child or someone without a unique email address).
Client Experience: Trip Request Form
1. Page 1 will always be the "responder" element. This allows us to pre-fill traveler details on the next page, if the responder is also going on the trip (unless they uncheck that option).
2. If you add the "Traveler Details" form element, we do a smart pre-fill of responder info (first name, last name, and email) if they are traveling on the trip.
Client Experience: Contact Information Form
1. Just like on the Trip Request form, 'Page 1' will always be the "responder" element. You'll also notice an option for them to indicate they are "submitting someone else's contact information".
2. On whatever page you include 'Basic Details', we will pre-fill responder info (unless they select "I will be submitting on behalf of someone else" above).
3. At the end of the form there is a new prompt to allow them to loop through the form again. If they do this we don't require them to fill out the responder info again, and we automatically select "I will be submitting someone else's contact information".
Creating vs updating contact records from forms
Tern uses the following logic to decide whether to create a new contact record or update an existing contact record:
If the email, last name, and first name (first name OR preferred first name) are an exact match, we update your existing contact record.
Otherwise, we create a new contact record. So if a couple or family shares a single email address, separate contact records will still be created for them.