Enabling the “Lead capture form” option can be very useful when it comes to identifying potential clients. It allows agencies both to respond to possible questions that may arise from a travel proposal and to understand user interests, so they can offer the services and products that best match their needs.
In addition, it enables you to build a database with user information such as location, age, travel budget, travel interests, and more, which can be used for future marketing campaigns and promotions.
Setup steps
Within a trip, you can enable the additional information form here:
Add all the questions you want to collect. By default, the form includes name, surname, email, phone number, and message. You can add new fields based on your needs, such as estimated budget, destinations of interest, or specific preferences.
Remember that you can save the form to your library, reuse it in future proposals, and avoid creating it from scratch each time.
When sharing your proposals, users will see the “I’m interested” button:
From there, they can fill in their contact details and any message or question they want to send you:
To track all received messages, go to "contacts" and then "Leads". There you will find the full list of all submissions:
In addition, you can export these contacts as an Excel file to integrate them into your CRM and use them in personalized marketing campaigns.
Export options for CSV files
Google Sheets handles CSV files well, as it automatically detects quotation marks and delimiters.
Excel (depending on regional settings) usually expects a semicolon (;) as the separator, and if you provide commas, it may place everything into a single cell. To avoid this, you can import the file instead of opening it directly:
Open Excel → Data → Get Data → From Text/CSV
Select the file
In the import window, choose delimiter: Comma (,)
Excel will then correctly recognize the columns
You can also save the file directly in Excel:
Click File > Save As
Choose CSV (Comma delimited) (*.csv)
The file will be saved using commas