Can I email responses and search by field?

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    Laura Kamrath 
    Asked on August 26, 2019 at 03:05 PM

    Hi,

    I have a customer I'm building a website for. He needs web visitors to be able to fill out a form embedded on his website, sometimes multiple times, and save the data without overwriting previous responses. 

    If someone fills out a form and it saves into Jotform, can he search by the person's name? Or another submission (he provides products for boats, so like by boat name?)

    And can he email the results to both the client and to his sales staff?

    Does it have any features that convert to PDF and email a copy...?

    Or can it just email the answers...?

    He also needs to create/update a contact in a CRM upon form submission. Possibly Infusionsoft/Keap or Active Campaign. Can it do this?

    Thanks,

    Laura

  • Profile Image
    Kevin_G
    Answered on August 26, 2019 at 04:36 PM

    He needs web visitors to be able to fill out a form embedded on his website, sometimes multiple times, and save the data without overwriting previous responses. 

    They can indeed submit the form multiple times and this will not overwrite the previous data, this will generate a new submission with the new data. 

    If someone fills out a form and it saves into Jotform, can he search by the person's name? Or another submission (he provides products for boats, so like by boat name?)

    It's possible to search on the submissions page as form owner, here is a guide about it: https://www.jotform.com/help/450-How-to-Search-a-Submission-from-the-Submissions-Page 

    It's also possible to create a report which can be also shared with anyone and it supports the searching feature, here is a guide with the available report types you can create on Jotform: https://www.jotform.com/help/326-How-to-Create-Form-Reports-in-JotForm 

    You can type anything in the search box and it will retrieve the submissions where that string is present. 

    And can he email the results to both the client and to his sales staff?

    Does it have any features that convert to PDF and email a copy...?

    Or can it just email the answers...?

    You can set up email notifications and email autoresponders on your form, both support to include the PDF report of submission as an attachment. 

    Here are some links that will provide you more info about these features: 

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

    https://www.jotform.com/help/25-Setting-up-Email-Notifications

    https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email 

    He also needs to create/update a contact in a CRM upon form submission. Possibly Infusionsoft/Keap or Active Campaign. Can it do this?

    We do have an integration with InfusionSoft and ActiveCampaign, you will find both under the links below: 

    https://www.jotform.com/integrations/activecampaign

    https://www.jotform.com/integrations/keap 

    You can find them on your form too by clicking on the settings tab and going to the integrations section. 

    I hope this helps.