Jotform use in a Squarespace Commerce Site w/ Customer Accounts

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    Trailblazer_SJL
    Asked on February 13, 2020 at 08:27 PM

    I'm new to JotForm trying to learn so that I can eventually offer customers a means to sign-up & buy services via an appropriate JotForm depending on which type of service they select.  I am also hoping that, once I set it up, I can develop repeat-customers; so, I am thinking about using a Squarespace Commerce Site that allows customers to set up their own Customer Account. 

    However, I assume commerce sites also come with shopping carts... and I'm not sure if those carts play nice with JotForms.  Might they be superfluous?_because I assume that once a customer finishes filling out the JotForm and submitting payment via PayPal Pro, the "shopping cart checkout" would no longer be necessary to finish the submission. 

    How do I get the ability for customers to maintain customer accounts that would make it easy for them to keep track of their submitted forms (orders) and submit new forms/orders without the added layer/confusion of a "shopping cart"? 

    The goal is for consumers to be able to go to the website: (a) select a service; (b) access & fill-out the corresponding form; (c) make payment; and finally, after paying; (d) submit the form for processing (provision of service); and (e) review placed orders in their "customer account". 

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    Vanessa_T
    Answered on February 14, 2020 at 12:27 AM

    Apologies, however, there seems to be some confusion with how JotForm works. JotForm is an online form builder. As such, you can create any forms you want, and it can even be payment forms, where users can select products and make payments.

    However, we do not keep customer accounts. It is plainly, fill-out form and submit. The only account we keep is yours, to keep track of all your forms and all submissions made within your forms. We do not offer signup/login for users that fills out the forms. We do not keep track of who they actually are, we just save each data they submit.

    Meanwhile, I think Squarespace can do what you want of keeping login credentials and collating user orders.

    You may however embed JotForm within Squarespace, though note that we do not share the same database, so whatever is filled out within JotForm will stay in JotForm.

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    Trailblazer_SJL
    Answered on February 14, 2020 at 12:37 PM

    No confusion, I am well-aware that JotForm is a form builder.  My question was aimed at learning: (1) whether your formbuilder will work with a commerce site on Squarespace and--specifically-- the function on such that allows customers to create an account where their orders are listed... the "orders" being the completed/submitted JotForms they have paid&submitted; and (2) if the shopping cart functionality on those types of commerce sites will interfere with the JotForm or is something I can simply turn off given they are not needed for JotForm to work. 

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    Kevin_G
    Answered on February 14, 2020 at 02:22 PM

    1. Unfortunately, we do not have an integration or feature that will allow a submitter to create an account or profiles, basically, when someone submits the form his data is collected and that's it, there are workarounds in case you want to allow users to have saved a sort of draft, you can do this generating a custom form URL with the pre-filled data

    2. If you plan to use a form to process the payments, I think the shopping card is not needed anymore as we have our own payment processing apps, you can set up products or a different payment type, kindly check this guide for more details about this: https://www.jotform.com/help/323-Mastering-Payment-Form-Integrations-with-JotForm 

    If you have questions, let us know. 

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    Trailblazer_SJL
    Answered on February 14, 2020 at 03:09 PM

    Thank you.