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 opening a journey you should now be able to see a new section named "Settings" and then a description plus a button to create a new external form.
Clicking on the Create form will take you to the new 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.
After setting up our external form and saving it we go back to the Settings section where we can activate and share the form we have created and in our case, add it to our internal wiki section where employees can then view it and apply for this benefit.
After adding the link to the location of your preference, 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.
Automatically start journey on external form submission
If you want the journey to start as soon as a form is submitted, and a traveller added to the journey you can do that very easily, there are two ways to do this:
1. Under settings in the external form - simply toggle on or off
2. Under settings on the Journey itself
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.
De-activate
If you want to disable the link you can always de-activate the desired form
