Type Form (3rd party platform)

Introduction

There are various reasons why you may need guests to complete a form or questionnaire—whether it's collecting party details for legal submission, enhancing concierge services, or simply gathering more information about the booking.

This guide walks you through converting a guest questionnaire web form into a link that can be emailed directly to guests from the iPRO system. The link will direct them to a third-party platform (Typeform) where they can complete the form.

With Typeform, you can:

✅ Track submissions to see who has completed the form
✅ Review guest responses in a structured format
✅ Download submissions for easy record-keeping

While Typeform offers paid plans with additional features, this guide covers the basic steps using their free account.

Important Note:
iPRO does not have a direct integration or partnership with Typeform. This guide is intended to introduce a simple, effective solution for guest form submissions. Any questions or technical issues related to Typeform should be directed to their support team.

Prerequisites 

1. Type Form account

2. Emails turned on in iPRO

Basic example of how to create a form on the 3rd party platform

Step-by-Step Guide

1/ Create a New Form in Typeform

• Log into your Typeform account.

• Click on Create New Form.

  
  

  
  
  

• Select an option for generating questions (e.g., Import Questions).
  
  
  
  

• Add questions and import
  
  
  
  

2/ Configure Form Fields and Rules

• Review the imported questions listed on the left panel.
  
  
  
  

• Set validation rules on specific fields (e.g., ensure the property reference number is numeric-only).

• Mark required fields to make them mandatory for submission.
  
  
  
  

3/ Publish and Generate the Form Link

• Click on Publish & Share.

• Copy the generated form link.
  
  

4/ Test the Form Submission

• Open the link in a web browser.

• Enter test data to ensure the form works correctly (e.g., test that numeric-only fields reject letters).

• Submit the form.

5/ View and Export Submitted Responses

• Log into Typeform and go to Workspace.

• Click on the created form.
  
  
  
  

• Navigate to the Results tab to see form submissions via the Responses tab 

  
  

  

  
  

  
  
  

• Optionally, download responses in a different format for record-keeping.
  
  

6/ Once happy with the form and how it looks to a user, Add the Link to iPro Emails

• Go to the iPro system.

• Insert the copied Typeform link into the guest email template by highlighting text and hyperlinking it to the Type form URL.

• Save and send the email to guests.
  
  

Tips and Best Practices

1/ Ensure Field Validations are Correct

• Use number validation for fields like property reference numbers to prevent incorrect data entry.

2/ Test the Form Before Sending

• Always test the form by submitting a sample response before emailing the link to guests.

3/ Regularly Check Submission Data

• Monitor form responses in Typeform to ensure all guests complete the form on time.
  
  
  

FAQs

What happens if a guest enters incorrect information?

Typeform validation rules will prevent incorrect entries, but guests should double-check their answers before submitting.

Can I edit a submitted response?

No, but guests can resubmit the form if needed.

How do I track who has completed the form?

Go to the Results tab in Typeform to view all submissions.

Video Example

Below is a video example of me converting a Web form into a form on Type Form
 Click here

Conclusion

This guide explained how to convert a web form into a shareable link using Typeform and embed it in iPro emails for guests to complete. For further assistance, contact support.

Additional Resources

Links to related articles or documents for further reading.