How to Link a Tern Trip Request Form to Your Website
Follow these step-by-step instructions to add a link to a Tern trip request form on your website. This will allow your clients to fill out a trip request form directly from your site, which will automatically create a trip in Tern.
Step 1: Access the Correct Form in Tern
Log in to your Tern account.
Navigate to the Library:
On the left-hand menu, select the Library option.
In the Forms section, find the form you want to link to your website. This could be a trip request form or any other form you need.
Select and Review the Form:
Click on the form you wish to use.
Review the form to ensure it is asking all the necessary questions for your trip planning needs.
Step 2: Copy the Public Link to the Form
Click the "SEND" Button:
In the upper right-hand corner of the form, click the SEND button.
A window will pop up with a purple banner displaying the link.
Copy the Link:
Copy the link exactly as it appears in the purple banner.
Ensure the link ends in
/responses/new. This is crucial because it directs users to a new and correct form submission.
Step 3: Add the Link to Your Website
Navigate to Your Website Editor:
Open your website editor (e.g., Wix, Squarespace, WordPress).
Find the Call-to-Action Button:
Locate the button on your website where you want to add the link to the Tern form. This button is typically labeled something like "Start Planning" or "Get Started."
Add the Link:
Click on the button to edit it.
In the link settings, paste the copied Tern link.
Ensure the link ends in
/responses/new.Set the link to open in a new tab (optional but recommended for a smoother user experience).
Save Your Changes:
After pasting the link, save the changes to the button.
Step 4: Test the Link
Click on the Button:
Test the button on your website to ensure it opens the correct form.
Verify that the form creates a new response in your Tern account, landing in your inbound trip planning status.
Additional Tips
If you or your web administrator need to check the link, be careful not to copy the URL after clicking it, as it may change to
/edit. Always ensure the URL ends in/responses/newbefore adding it to your website.
If you have any questions or need further assistance, feel free to reach out for support!