How do I create a form for agents to send me for clients

  • Trinna123
    Asked on August 15, 2019 at 9:43 AM
    Jotform Thread 1927960 Screenshot
  • Welvin Support Team Lead
    Replied on August 15, 2019 at 11:44 AM

    The from in the screenshot you attached is not on your account, but you can clone that if you want to start with that template. 

    To clone, please follow the steps here: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL.

    You have the Life-Insurance Quote Form in your account. You can also start with that template.

    If there is something that you want to accomplish, let us know, and we will gladly assist you in creating the form. 

  • Trinna123
    Replied on August 15, 2019 at 12:43 PM
    Thanks.. I was just showing it for an example.
    ...
  • VincentJay
    Replied on August 15, 2019 at 1:48 PM

    Is the issue resolved? If not, please give us more information on what you're trying to create.

    To my understanding, you want a form for your agents and send you clients. Is that correct? If yes, you can create a form for your agent and find the form URL by following this guide: https://www.jotform.com/help/401-Where-to-Find-My-Form-URL

    After that, your agents can share the form link to your clients or you want to be your client.



  • VincentJay
    Replied on August 15, 2019 at 1:48 PM

    Is the issue resolved? If not, please give us more information on what you're trying to create.

    To my understanding, you want a form for your agents and send you clients. Is that correct? If yes, you can create a form for your agent and find the form URL by following this guide: https://www.jotform.com/help/401-Where-to-Find-My-Form-URL

    After that, your agents can share the form link to your clients or you want to be your client.



  • Trinna123
    Replied on August 15, 2019 at 2:43 PM
    How will people find my form??? What will I need to give them.
    ...
  • David JotForm Support Manager
    Replied on August 15, 2019 at 2:56 PM

    If you don't have a web page to embed it there, you can copy your form's direct link, and paste it in an email that you can send to your users. As well, you can paste the link in any social media.

    Let us know if you need more help.

  • Trinna123
    Replied on August 15, 2019 at 3:43 PM
    Ok great
    ...