Library
Configuring your library in Tern
By Ken and 7 others8 authors14 articles
- Getting Started with your Tern libraryStart with key suppliers, templates, and basic workflows. Follow these practices to audit your current system and bring over your must-have content into Tern that is critical to start with.…
- Automation in TernAn end to end guide to automating emails & task creation in Tern
- Organize library items with foldersLearn how to manage your library with folders in Tern - now available for activity and email templates
- Trigger an automation to send immediatelyHow to automate actions that occur immediately when a trip is created or its status changes
- Using the Chrome ExtensionQuickly save content from any website to your library, including photos and activity, trip, email, and form templates!
- Importing your agency suppliers into TernHow to bulk-import suppliers into your agency library, including tags and agency preferred suppliers.
Forms
Information on using Tern's form tools.
- Send a confirmation email when someone fills out a formHow to send a confirmation email automatically every time someone submits a specific form, using a form tag and a Contact workflow.
- Managing Forms in TernGuide to personalizing, managing, and sharing forms in Tern
- How to Add a Trip Request Form to your website's Call to Action area and automate your Inquiry process
- Am I able to delete a form template if it has responses?What is the impact on existing responses when deleting a form template?
- Can I add an e signature to my forms?Easily add an e-signature block to your forms for secure client sign-offs. Drag and drop the block, and clients can sign electronically.
- How to add a Tern form to your websiteLearn how to link a Tern trip request form to your website, guiding clients to submit trip details directly to Tern
- Emailing forms to clients in TernHow to send forms via email in Tern
- Run a workflow when a specific form is submittedHow to tag a trip or contact automatically when a form is submitted, so a tag-triggered workflow starts for that form only.