Can I create a social media marketing plan using JotForm

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    Asked on November 03, 2013 at 07:01 AM


    I'm a user of JotForm and absolutely love it but I want to ascertain if it can assist me my immediate need, to find a system that creates online social media plans.

    I run a training business that teaches small businesses how to create a strategic social media plan for their business. We also offer out-sourced social media services, for those clients who don't want to manage social media themselves.

    I want to create a strategic social media plan template, that my clients can either fill out, as part of one of my public social media workshops or as part a strategic planning session with me.

    Once the plan complete, we can then take that plan and implement against it (offering our clients a complete, out-sourced social media management service).

    Do you think JotForm (if set up correctly) could meet my needs?

    I look forward to hearing from you.

    Best regards,

    Kylie Bartlett

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    Answered on November 03, 2013 at 09:23 AM

    Hi Kylie,

    Thanks for using Jotform and glad to hear you're satisfied with the service.

    Kindly correct me If I've misunderstood your question. What you wanted to achieve is to create a customized template for your form to be used on your social media plans? If this is it, we can help you customized your forms in any way you want. We're always here to assist you with this.

    However, if you mean something else, I would appreciate any further details on what system or workflow should it be so we'll analyze it and come up with any possible solution.

    Thank you so much and have a nice day!

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    Answered on November 03, 2013 at 04:25 PM


    Yes that is exactly what I want to create, a series of marketing questions, that my clients fill out. I also want to be able to create a 30-day calendar that my clients fill out with what content they propose to post onto social media that month.

    Would it be best if I got my clients to all set up their own Jot Form account and then got them to upload this template so they are in control of the information in the template or should I use my account and then send them a link to the template? The only problem I see with the latter is I'd be constantly receiving a copy of their template, every time they updated it.

    How do I go about getting you to create this template for me.

    Kylie Bartlett

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    Answered on November 03, 2013 at 08:36 PM

    Besides to what Elton has offered to you, we have more 2500+ templates in our Template Gallery ready to use. You can look by different categories, such as Marketing

    Please see 2 examples below:

    You can either create a form and provide them the link to

    Or you can have them to create their own account so once you create the form we can move it to that account upon your request.

    On regads to  how to create a 30 day calendar you can do that by creating a link to the Google calendar. If you want to get specific instructions on regards to this, please open a new thread "How to create a form with calendar" or similar, and we will gladly assist you

    We prefer to take care  of one single question per thread in order to clarify and provide follow ups

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    Answered on November 03, 2013 at 08:56 PM

    Thanks for your assistance, I'll go ahead and attempt to design my own form but if I have any trouble, I'll come back to the forum for help :)


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    Answered on November 03, 2013 at 10:30 PM

    Hello Kylie,

    Sure. Do get back to us if you have any trouble. We are happy to help.

    Thank you!