Copying a Form (VIDEO)
How to Resend Customer Form Links in Vacation Creations CRM
Sometimes clients don’t receive forms due to email filtering or spam blockers—but Vacation Creations CRM makes it easy to resend them another way. In this video, you’ll learn how to generate and resend a new form link when a customer says they never received their original form email.
This step-by-step tutorial shows you how to:
- Access previously sent customer forms
- Identify forms that have not yet been completed
- Resend a form link to generate a brand-new secure URL
- Copy the form link directly from the system
- Send the link manually through:
- Personal or agency email
- Text message
- Facebook Messenger
- Or any other communication method
- Help clients open and complete forms directly in their browser
You’ll also learn why this issue happens and how manually sharing the generated link can help clients successfully complete important forms without delays.
This video is part of our Vacation Creations CRM training series, designed to help travel agents streamline communication and keep reservations moving smoothly.
Please note: These videos use demo data and not actual client or customer data.