How to Add SafariOffice General Request Form to Your Website.

In this article, we explain how to add a general request form to your website. Leads captured through this form will automatically be added as a request to SafariOffice. You can customize the fields of the form with specific questions, set them as required or not. Put a link on your website to the form or embed the form on your website. Of course, creative users can also use the form for other marketing activity like emails, landing pages or social posts.

Not all travelers land on your website ready to book a specific tour. Many are still exploring options.

The General Request Form complements your tour-specific request forms, giving undecided clients a simple way to reach you and ensuring no enquiry is lost. This makes it easier to turn interest into real leads.

NOTE: You need to have the Share Tours Add-on activated on your account and you need to be an admin user. Activate the Add-on here.

Set Up the Form

There are default settings already to use the form straight out of the box, but you can customize it too. The form will use your chosen style of design. The form has two settings tabs. 

One tab is for the general settings like where to send the notification email, the title and instruction text for the form. As well as preview links and embed codes.

One tab is for setting up the specific fields of the form. Choose which ones to include, make required and in which order they should appear. 
 

General Settings for the Form

Go to Settings >  Share Tours & Request Form > General Request Form.

Here you can preview the form as it is set up as the default. You have some customisation options.

First, you can add an email address that receives notifications when the request comes in. 
You can change the title header of the form, the introduction text and the thank you page

You can also choose the redirect to a custom Thank You page if you want, and not use the default SafariOffice thank you page.

If you want to embed the form or want a HTML button to link to the form, you can copy those codes at the bottom of this page.

First, you might want to set up the fields of the form in the next step.

Make sure to 'Save settings' and they will take inmeditay effect,
 

Fields for the Form

Go to: Settings >  Share Tours & Request Form > General Form Fields

You can use the first column to reorder fields by simply dragging and dropping them.
Use the '?' mark icon to find out more about each field item.

• Check the Show Field column to include the field on your form. Otherwise, it won't show.

• Check the Required Field column to make a field required for your client to fill out. Otherwise, it is optional.

Only Salutation, Full Name (SafariOffice will auto split names into First and Last Name when possible), and Email are always required. SafariOffice needs these to create a request.

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