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JotForm Tutorial

What is JotForm?

This is a JotForm tutorial in which we will explain how to use JotForm, and how to create / set up online forms with JotForm.

JotForm is an online/web form building tool (i.e form builder). You can create online forms with JotForm, and use your forms to:

  • Generate online leads from your website or landing pages.
  • Distribute survey to your customers, and let them give you feedback about your services and/or products.
  • Collect payments from your clients/customers by sending them online payment forms.
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Jotform Plans

JotForm offers different 4 plans.

  • Starter: Free
  • Bronze: US$29 per month (or US$24/month billed annually)
  • Silver: US$39 per month (or US$29/month billed annually)
  • Gold: US$99 per month (or US$79/month billed annually)

All the features are included in the free plan and all other plans. You can add unlimited number of fields per form.

All lower plans (including Bronze, Silver, and Gold) do have some limitations.

Starter

  • Number of forms allowed: 5 forms
  • Submissions per month: 100 form submissions (with 500 total submissions)
  • Storage space available: 100MB
  • Form views per month: 1,000 views
  • Number of payment submissions: 10

Bronze

  • Number of forms allowed: 25 forms
  • Submissions per month: 1,000 form submissions (with unlimited total submissions)
  • Storage space available: 10GB
  • Form views per month: 10,000 views
  • Number of payment submissions: 100
  • You can remove the JotForm branding from your online forms.

Silver

  • Number of forms allowed: 100 forms
  • Submissions per month: 10,000 form submissions (with unlimited total submissions)
  • Storage space available: 100GB
  • Form views per month: Unlimited views
  • Number of payment submissions: 1,000
  • HIPPA compliance is available.
  • You can remove the JotForm branding from your online forms.

Gold

  • Number of forms allowed: No limit
  • Submissions per month: 100,000 form submissions (with unlimited total submissions)
  • Storage space available: 1TB
  • Form views per month: Unlimited views
  • Number of payment submissions: No limit
  • HIPPA compliance is available.
  • You can remove the JotForm branding from your online forms.

We are going to start with JotForm Starter plan.

Sign Up JotForm Account

Visit the JotForm official site. Sign up a new account for Starter plan (i.e. the free plan).

https://www.jotform.com/

Sign up JotForm with Gmail or Facebook

You can sign in to use JotForm right away, with your Gmail account, or Facebook account.

JotForm Examples

With JotForm, you will be able to create different types of online/web forms. The examples are:

Contact form

  • A contact form is typically an online form that you place on your website or landing page.
  • You will let the visitor/user enter his/her name, email address, and message through your online contact form.
  • After the visitor/user submits the form, an auto reply email will be sent to him/her, notifying him/her that you have received his/her message.

Payment form

  • You can place a payment form on your website to receive payments from your website visitors.

Survey form

  • You can add a survey form on your web page, and ask your customers to answer the survey questions.
  • A survey form (with specific questions) is a method to get feedback from customers, to see whether they are satisfied with your products and/or services. After reviewing the customer survey feedback, you may be able to figure out the solutions to improve your products and/or services.

Create Online Contact Form with JotForm

A typical contact form on your website or landing page should have at least 3 entry fields:

  • Name field
  • Email address field
  • Message text area field
Create new form (JotForm)

Click Create Form.

Create form (JotForm with 3 options)

You can create your new form in one of the three ways:

  • Start a new form from scratch.
  • Use a form template.
  • Import an existing form that you have previously created.

In this example, we are going to start a new form.

You will have to choose from one of the form layouts.

  • Classic form: This is a single-page form. You will show all questions on one page.
    Card form: This is a multi-page form. Usually your form will have multiple questions, and you will show one question per page.

We will choose Classic form, in our example.

Add form element (JotForm)

You will click the + Add Form Element button.

Later you will have to drag the required elements and drop them onto your form.

Contact form (JotForm sample)

You will create your first JotForm contact form by adding elements including:

  • A sub title
  • A pair of entry fields for first name and last name
  • An entry field for email address
  • A multi-line text entry area, which is a long text
  • The submit button

Set Up Email Notification

JotForm has two types of email alerts available. One of them is the email notification.

Immediately after a website visitor has submitted an online form on your website or landing page, an email notification is automatically sent to your email address.

JotForm Menu Settings

Click the SETTINGS link at the top in your JotForm form builder account.

Sub-menu under Settings - Choose Emails

This sub-menu will pop up as a sidebar on the left.

Now choose EMAILS (Send emails after submissions).

New Email Notification or Auto Responder

Choose NOTIFICATION 1.

This will open the email notification template.

Notification Email Content (JotForm)

Under the Email tab, enter a subject for your notification email.

In the email content, the template as it is shown is going to send you the information of the person who submits the contact form. The information includes:

  • The name of the person
  • The email of the person
  • The question (or message) submitted by the person

Enter the content of your notification email, if you need additional content.

Notification Email Recipients (JotForm)

Under the Recipients tab, you will fill in the information for these fields:

  • Sender Name: This is the name of the person who submits the contact form.
  • Reply-to Email: This is the email address of the person who submits the contact form.
  • Recipient Email: This is your email address, because you should receive this notification email.

Set Up Auto Responder

One of the two email alerts that is available on JotForm is the auto responder.

The auto responder (i.e. an automated email) is immediately sent to the website visitor who has successfully submitted the online form on your website, or landing page.

Auto Responder Email Content (JotForm)

Under the Email tab, you will enter the subject for the auto responder email.

You must enter the content of the auto responder email in Email Content.

Auto Responder Email Recipients (JotForm)

Under the Recipient tab, you will enter the following information:

  • Sender Name: This is the name of the person who submits the contact form.
  • Reply-to Email: This is your email address. The best practice is to use one of your domain name email addresses. This makes your auto responder email looks serious and professional.
  • Recipient Email: This is the email of the person who submits the contact form.

Embed JotForm onto WordPress Sites

You will have to place your contact form on to your website (or one of your web pages). In this example, we assume your website is a WordPress website where you have your own unique domain name with a paid web hosting.

Publish button - JotForm form editor

While your contact form is opened in the Form Builder, click the Publish tab.

JotForm Embed option

Select the Embed option on the left side navigation, where you will be presented with multiple embed options for web pages.

JotForm Embed copy & paste code snippet

Copy this code snippet.

Now log in to the admin area of your WordPress website’s admin area.

Create a new page or a new post. Paste the Jotform code snippet of your contact form onto the editing area of your WordPress page (or post).

Publish (or update) your page (or post).

Now the contact form that you have created with Jotform is live on your WordPress site.

You may want to find out how to install WordPress website on Siteground?

Embed JotForm onto Other 3rd Party Website Platforms

Not only on self-owned / hosted WordPress website, your website may be built on a platform different to WordPress, and you will still be able to embed/publish the JotForm contact form.

JotForm Platforms option

Select the Platforms option on the left side navigation, and you will be given options to embed / publish your JotForm contact form on websites and/or platforms, including:

  • WordPress.com (Not WordPress.org, the free open source CMS)
  • Zoey
  • Facebook
  • Dreamweaver
  • Google Blogger
  • iWeb
  • Google Sites
  • Joomla
  • Webs.com
  • Frontpage
  • Tumblr
  • Xara
  • Drupal
  • Expression
  • Yola
  • Unbounce
  • TypePad
  • Adobe Muse
  • Weebly
  • Wix
  • PrestaShop
  • Squarespace
  • Shopify (Refer to Shopify Setup Checklist)
  • BigCommerce
  • Magento
  • Cargo
  • SharePoint
  • Ghost
  • Yahoo! SiteBuilder
  • GoDaddy
  • Jimdo
  • Ning
  • Piwigo
  • Zenfolio
  • LiveJournal
  • Jigsy
  • IMCreator
  • Duda
  • Web Page Maker
  • Tiger Commerce
  • Sandvox

JotForm Form Examples

JotForm lets you to create many different types of online forms, including forms that allow you to collect responses directly in your email, forms that can create fillable PDF forms, and more. Consider the following online form types.

  • Registration Forms
  • Application Forms
  • Contact Forms
  • Request Forms
  • Order Forms
  • Feedback Forms
  • Surveys
  • Signup Forms
  • Evaluation Forms
  • Event Registration Forms
  • Booking Forms
  • Petition Forms
  • Report Forms
  • Reservation Forms
  • Employment Forms
  • Tracking Forms
  • Membership Forms
  • Upload Forms
  • Quote Forms
  • Appointment Forms
  • Enrollment Forms
  • Volunteer Forms
  • Payment Forms
  • Wedding Forms
  • Calculation Forms
  • Content Forms
  • Lead Generation Forms
  • Consent Forms
  • Award Forms
  • Subscription Forms
  • Recommendation Forms
  • Polls
  • Donation Forms
  • RSVP Forms
  • Sponsorship Forms
  • Abstract forms

JotForm & Mailchimp Integration

You can collect leads online with JotForm forms, and allow the form submitted data automatically synchronized to your Mailchimp contact lists.

This means you can start your email campaign with your newly collected leads/contacts right away in Mailchimp, without having to manually import the personal information of your contacts.

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