How can a marketing agency use a single JotForm subscription for multiple clients?

  • Mark Woodruff
    Asked on August 20, 2018 at 12:28 PM

    We are Woody Creative in Austin, a small marketing agency that mostly builds websites for a variety of industries. We typically use Gravity Forms on the Wordpress sites we build, but I'm interested to know if our agency would have a subscription to JotForm that allows us to create forms for different clients, embedded on different domains?

  • Richie JotForm Support
    Replied on August 20, 2018 at 1:10 PM

    You can subscribe to any of our Plan and  create multiple sub-users for your account. Sub-account users can edit and view submissions of the form.

    Here is a guide:https://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User

    Let us know your thoughts.

    Thank you.

  • mark woodruff
    Replied on August 20, 2018 at 1:26 PM

    Thanks for the quick reply, Richie. Being able to add sub-users would be nice, especially giving them the ability to edit and view form submissions. We'd be interested in the Silver plan, so it looks like we'd be limited to 100 forms. Questions:

    1. Mostly, we need to know if there would not be any restrictions with us creating multiple forms for multiple clients ... with each form being for a different client and would sit on a different website.

    2. And we'd need to know that each client could receive email notification of their respective forms.

    3. And can we coordinate all of this through a single account for our small agency?

    4. Besides the limit of 100 forms for Silver, is there a limit to the number of clients/domains where we can embed forms? 

  • Richie JotForm Support
    Replied on August 20, 2018 at 1:55 PM

    1. Mostly, we need to know if there would not be any restrictions with us creating multiple forms

    for multiple clients ... with each form being for a different client and would sit on a different website.

    Can you please elaborate on the restrictions?

    Do you want to know the limits of your account?

    https://www.jotform.com/help/408-Understanding-Your-Account-Usage-and-Limits

    2. And we'd need to know that each client could receive email notification of their respective forms.

    You can enable notification emails. This will let your form user receive notification email and auto respondent.

    Guide:https://www.jotform.com/help/30-Explanation-of-Email-Notification-and-Autoresponder-Settings

    3. And can we coordinate all of this through a single account for our small agency?

    You can create folders for each forms created and distribute to the collection.

    https://www.jotform.com/help/204-How-to-Add-or-Group-Your-Forms-into-Folders

    4. Besides the limit of 100 forms for Silver, is there a limit to the number of clients/domains where we can embed forms?

    There is no limit in embedding your forms to your webpage.

    Here i a guide:https://www.jotform.com/help/34-Adding-a-Form-to-a-Web-Page

    Hope this information helps.

    Please let us know if you have further questions.

    Thank you.