JotForm – The Complete Guide

Thousands of companies are using JotForm to create online forms. Industries like IT, healthcare and marketing usually depend on survey information but they may find it hard splitting their attention between creating forms and attending to their day-to-day work. With JotForm, however, most of the work is automated and even people without any experience designing or coding can create forms right away.

What is JotForm?

JotForm is a freemium web/app-based tool that helps users create forms online without any coding involved. Since it is online, users are saved from the hassle of downloading and installing software.

What is JotForm Used for?

Basically, forms are what JotForm is used for (and there are also Table and PDF templates). Businesses and organizations have varied needs for forms. It could be a registration form for a school, a marketing survey for a new product, or even order forms for online shops and so much more. This form software enables users to simply design forms to meet their customized needs.

Users can design the forms by adding specific fields using the drag and drop feature. JotForm is also used to capture specific data from respondents and the process can be automated.

How Does JotForm Work?

From the get-go, it seems clear that JotForm was built for simplicity. Although it performs complex tasks, it does so with simplicity. One of the key features a user should know about is the drag and drop feature. The creation of forms is as simple as choosing what you would want your form to look like, and then dragging a block and placing it where you want it to be on a template.

Templates make it easy to understand and work with JotForm within minutes. With thousands of free templates, a user has a guide to design a form for any use. Although it is best to have an idea of what you would like your form to look like, you can still get inspired by the templates to create form designs that will capture the data that you need.

Knowing the features of JotForm can help to better understand how it works:

• Online based form creation
• Over 10,000 templates available to free and paid plans
• Customizable templates and forms
• Supports multi-language translation including German, Spanish, French, Chinese, etc.
• Mobile-first form builder software for creating forms using your smartphone
• Hundreds of form widgets including e-signatures, checklists, and image slider among others
• Integration with several enterprise apps as well as CRM integration
• SSL security
• Unrestricted form fields
• Free and paid plans

How to Create JotForm?

The form generator is the easiest tool to use when trying to create a form. It allows the user to drag and drop fields and questions onto a form. You can also adjust the fields by moving them around, shrinking or even merging them. You can also change the colors and other appearance features to make your form more attractive or to highlight particular fields.

Many users are interested in knowing how to create a JotForm using the mobile app. The process doesn’t defer much from the desktop procedure. The main advantage of this is that you can create forms fast and from anywhere. By following the steps below, you can create a form in no time.

Step 1: Log into your account and then click on “Create a Form”

Step 2: You will be given 3 options to choose from:

• Start from Scratch
• Use Template
• Import Form

The template option is the best for beginners.

Step 3: Choose between the Classic Form (this contains multiple questions on a single page) and the Card Form (This has a single question per page)

Step 4: When you are directed to the Form builder, you will be able to add your first question in the field provided.

Step 5: You can include other fields you desire such as name, address, submit button, and so on.

Step 6: If you are satisfied with the fields added, go to settings and set what should be done with the form, for example, integration with other apps, setting notifications, and other conditions.

Step 7: Publish the form.

Note: Creating a form is the easiest part, guaranteeing that it serves its purpose can be the hard part. JotForm advises clients ‘Not’ to include too many questions that will bore respondents. Figure out what information you want to get from the form and then plan the questions accordingly. Yes/No questions receive better feedback than open-ended ones.

How to Use JotForm?

JotForm is a versatile form generator. While creating forms is the main purpose it is used for, it is also a great way to collect useful data for different industries. For example, a health professional can use it to collect important health information about patients while an ecommerce business can use the same form builder to set up an order and payment system that is safe and secure from hackers.

With the use of templates, you can use JotForm to quickly build forms for any purpose. You can also integrate with other apps like CRM, document automation software, accounting software, payment software, and so on.

More JotForm examples include:

• Lead generation forms
• Online payment forms
• Employment registration forms
• Surveys

JotForm Templates

JotForm offers an exhaustive selection of form templates. With thousands of free JotForm templates, a user from any industry can find exactly what they want. These templates are well organized by category so it is easy to find what you’re looking for. Even when you find something close to what you want but doesn’t suit your exact needs, you can alter it to a customized structure.

About JotForm Integrations

Workflows can be automated using JotForm integrations. There are over 100 apps that can sync and work together with this tool so that the information you get in the forms doesn’t just sit there waiting for you to retrieve it. For example, are you an online business? You can create an order form and integrate it with PayPal so that the order process is automatic. Or a marketing company can integrate their forms with a CRM to capture lead information and manage an email marketing campaign. JotForm has a list of apps that can integrate with their software.

JotForm Conditional Logic

You can turn ordinary forms into smart forms by using JotForm conditional logic. With this, you can determine what happens to data on a form based on the response a client gives. It can also determine whether a follow-up question should be asked. A drop down question can appear if a respondent gives a particular answer.

Is JotForm Safe?

Naturally, any organization that deals with private information and financial transactions would wonder if JotForm is indeed safe. The good news is it maintains the highest safety standards with PCI and DSS compliance. This is the same standard of security credit card companies are expected to maintain. Form data is also encrypted using 2048 Bit RSA keys. For the best secure forms, you can consider a paid plan.

JotForm Pricing

JotForm pricing is divided into 4 plans. These are Starter, Bronze, Silver, and Gold. With the exception of Starter plan, all the others are paid plans that are billed annually. Some of the features of these pricing plans include:

Starter: It is a free plan that gives users a 5 form limit, 100 submissions a month, and 100MB space.

Bronze: It's $24 per month with a 25-form limit, 1000 submissions, and 10GB storage.

Silver: This plan offers the best value at $29 per month, 100 forms, 10,000 submissions, 100GM space, and unlimited form views, reports, and HIPPA compliance.

Gold: For $79 per month, a user gets unlimited forms 1TB of storage space, unlimited access to all features as well as HIPPA compliance.

For nonprofits, there is good news. JotForm offers 50% discount. The same applies to educational institutions.

JotForm Account

Getting a JotForm account is as easy as signing up for one. On their home page, you can click on “Sign Up” and a popup will appear on the screen giving you the option to sign up using an email address, Facebook profile, or Apple. It is a simple process that probably uses JotForm forms to capture a user’s information and create an account. If you already have an account and you wish to delete it, you need to note that this will also delete all the forms that you had created. Since the account is free, you lose nothing by remaining signed up even if you downgrade from paid to a free account.

JotForm Review

If we were to summarize, we would highlight the fact that the majority of users and reviewers are impressed by the thousands of templates to choose from. This is a defining factor that puts it in the spot for the best online form builder. Another feature that is appreciated is the simple drag and drop approach which lets anyone put together a customized form. When compared with its alternatives, it remains among the top options and its flexible pricing also makes it a favorite among its growing userbase.

Automate Your Form to Document Workflow

With integration and automation combined, a JotForm user can free up time to concentrate on other aspects of their business. If you automate the form to document workflow, the process of harvesting information and eventually processing it will flow without your constant input into documents that involves proposals, agreements, contracts and more.