enquiries.yaml reference

enquiries.yaml is the main configuration file for Edge Webforms. It lives at tenants/{tenant}/enquiries.yaml in the configuration repository and controls form fields, branding, dedup rules, scoring, routing, and multi-brand behaviour.

Top-level structure

tenant_id: meridian
feature: edge-enquiries
version: "1.0"

branding:
  # Logo, colors, fonts — see Branding below

form:
  # Form fields, labels, validation — see Form Fields below

dedup:
  # Duplicate submission rules — see Dedup Rules below

intelligence:
  # Scoring, tiers, routing (optional) — see Intelligence below

brands:
  # Multi-brand overrides — see Brands below

tracker:
  # Visitor tracking (optional) — see Tracker below

Branding

Controls the visual appearance of the embeddable form (Option 1). Not used when the customer hosts their own form (Option 2).

branding:
  name: Meridian Travel Co.
  colors:
    primary: '#056F82'
    accent: '#F18525'
    background: '#FFFFFF'
    text: '#333333'
  fonts:
    heading: 'Georgia, serif'
    body: "'Open Sans', sans-serif"
    urls:
      - 'https://fonts.googleapis.com/css2?family=Open+Sans:wght@300;400;600;700&display=swap'
  logo_url: 'https://example.com/logo.png'
  powered_by: true

Form fields

Fields are organised into sections (contact and trip). Each field has a key (the name in the JSON payload), a label, a type, and optional validation.

form:
  title: Plan Your Journey
  subtitle: Tell us about your travel plans
  submit_label: Submit Enquiry
  success_message: Thank you! We'll be in touch within 24 hours.
  fields:
    contact:
      - { key: firstName, label: "First Name", type: text, required: true }
      - { key: lastName, label: "Last Name", type: text, required: true }
      - { key: email, label: "Email Address", type: email, required: true }
      - { key: phone, label: "Phone Number", type: tel, required: false }
      - key: isTradeEnquiry
        label: I am a travel agent enquiring on behalf of a client
        type: checkbox
        required: false
      - key: travelAgencyName
        label: Travel Agency Name
        type: text
        required: false
        show_when: "isTradeEnquiry == true"
      - key: agentAccreditationNumber
        label: IATA / Accreditation Number
        type: text
        required: false
        show_when: "isTradeEnquiry == true"
    trip:
      - key: readyToBook
        label: Are you ready to book?
        type: select
        required: true
        options:
          - "Yes"
          - "Still exploring options"
      - key: bestTimeToCall
        label: Best time to call
        type: select
        required: false
      # ... additional trip fields

Supported field types

Type	Renders as	Notes
text	Single-line input	Max length from maxLength
email	Email input	Validated as email format
tel	Phone input	No format enforcement
select	Dropdown	options array required
checkbox	Checkbox	Boolean value
textarea	Multi-line input	Optional placeholder

Conditional visibility

Use show_when to show a field only when a condition is met:

- key: travelYearOther
  label: Please specify
  type: text
  show_when: "travelYear == 'Other'"

Supported operators: ==, != , == true, == false.

Dedup rules

Configurable duplicate-detection rules that query Salesforce before creating a Trip.

dedup:
  enabled: true
  rules:
    - name: same-email-same-tour
      match:
        - { field: email, operator: exact }
        - { field: selectedTourTier, operator: exact }
      scope:
        tripStatus: [Enquiry, Qualification]
        withinDays: 30
      action: reject
      message: "You've already submitted an enquiry for this tour."

    - name: same-email-recent
      match:
        - { field: email, operator: exact }
      scope:
        tripStatus: [Enquiry, Qualification]
        withinDays: 7
      action: link

Rule fields

Field	Description
name	Unique rule identifier
match	Array of conditions. operator: exact (field value must match) or not_empty (field must be non-blank). optional: true skips the condition if the submission field is empty.
scope.tripStatus	Only match against Trips with these statuses
scope.withinDays	Only look back N days
action	reject (409 with existing Trip ID), link (create but associate), update (update existing Trip)
message	Visitor-facing message returned with a reject action

Rules are evaluated in order; the first match wins.

Intelligence (scoring and routing)

Optional. When enabled, every submission is scored and assigned a priority tier before the Trip is written to Salesforce.

intelligence:
  enabled: true   # set to false to disable scoring

  scoring:
    rules:
      - name: ready-to-book-today
        when: "readyToBook == 'Yes' && bestTimeToCall.startsWith('Today')"
        score: 60
        tags: [standard, call-today]
    tiers:
      - name: Urgent
        minScore: 100
        requiredTags: [urgent]
      - name: Standard
        minScore: 0
        requiredTags: [standard]

  routing:
    enabled: true
    defaultQueue: "Sales Enquiries"
    priorityTours: []
    quickQuoteTours: []
    rules:
      - tier: Urgent
        queue: urgent
        sla: 1h
        taskTemplate: "URGENT — {firstName} {lastName}"
        taskPriority: High
    writebackFields:
      tier: Enquiry_Priority_Tier__c
      score: Enquiry_Priority_Score__c
      tags: Enquiry_Score_Tags__c
      routing_queue: Enquiry_Routing_Queue__c
      sla_target: Enquiry_SLA_Target__c

  ai:
    enabled: false

Ask your Kaptio implementation team for the full scoring model reference if you are implementing custom rules beyond the examples above.

Brands

Multi-brand tenants define per-brand overrides. The originSite field in the submission payload selects the brand.

brands:
  brand_uk:
    origin_site: BrandUK
    channel: UK Direct
  brand_us:
    origin_site: BrandUS
    channel: US Direct
    branding:
      name: Brand US
      colors:
        primary: '#1a3a5c'