How do I add a Recommendation Form to a Plan Form?

Admins can customize a Recommendation Form and add it to a Plan Form at any time. Exclusive to Via Travel, Plan Forms are added to plans to collect critical pre-departure information from travelers on Group or Solo Plans. A Recommendation Form is like adding a Form within a Form! It gives Admins the ability to utilize all of the features and functionality of Forms for Recommendations - including most question types, the ability to rearrange questions using drag and drop functionality and more! For more information on how to create a Recommendation Form, click here.

To add a Recommendation Form to a Plan Form or Application...

1. Click Builder in the main navigation
2. Click Forms
3. Click the name of the desired General Form or Application
4. Click the Recommendation question type
5. Type in a label
6. Type in instructions for applicant
7. Type in instructions for recommender (optional: use tokens to share 
8. Select a Recommendation* to send from the drop down menu
9. Designate the Recommendation question required or not required (A required Recommendation question means that the Application or General Form cannot be submitted by a Traveler unless the Traveler has added the email address of their Recommender)
10. Click Add to Form
11. The Question will appear below the last header, paragraph, or section on the Plan Form
12. To move the Question, click it. When it turns green, drag and drop it where desired
13. To edit the Question, click it. Edit the text in the left panel and click Save
14. To delete the Question, click it. Click the Trash Can Icon. Type DELETE. Click Delete
15. Click Next to preview Form
16. Click Save
17. Click Back to All Forms to return to the list of all forms