You can now design and share forms for specific journeys allowing people to add themselves (or others) to that particular journey.
This feature is very powerful and opens up a whole new world of possibilities to use journeys with. 💪🏻
A perfect example are internal processes that most companies are familiar with and are often stored on internal wiki pages.
A few examples
Remote Work Application
Health and Wellness Benefits
Expense refunds
Transportation Subsidies
Sick leave
Eyewear grant
Maternity leave
Employee Recognition
Equipment requests
These are just a few examples out of hundreds that might apply to your company!
Use case demo
In our example we will use the Health and Wellness Benefits journey.
The journey
The criteria for our journey is the following
Employees can apply, themselves, for Health and Wellness Benefits through the company internal wiki site
The employee is then added to the journey which triggers an approval request review from HR where they can reject or approve the application
This is just an example of a use case, you do not require an internal wiki site to use this feature, you can share the form however you like for example on Slack, Workplace or through e-mail!
Creating a new external form
When creating a new journey it will always include one default external form. Which you can decide to use or not for you journey process.
Clicking on the name of the external form will take you to the External form builder where you can design the form as required. In our case we want to add some fields that are required for our journey. We also want to create more than one external form, one for our UK office and one for the Iceland office.
This is an example of how a form could look after it has been designed and set up the way you want for this journey.
Settings
By selecting the three dots you can manage settings for this external form.
If you want to disable the external form you can always de-activate the desired.
You can configure this by each form so for example you can create one external form that will not be triggered automatically (might need review) and then another which will.
Publish on Portal
After setting up our external form and saving you can add it to your company portal by choosing Portal in the left navigation and choose your portal and in the upper right corner and hit the button "Add to Portal -> External form and find your external form to use.
After adding it to your company portal, you are then ready for employees to start applying for the health and wellness benefits! Now, whenever an individual fills out the form and submits, they are added to the journey.
Related help articles:
Portal
SSO portal log in