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    Are these features exists in JotForm. These features existed from HubSpot and would like to switch

    Asked by edbong on January 13, 2014 at 12:51 PM

    Hi we are currently using intensively HubSpot and would really like to switch.

    What prevents us is the following use case.

    (1) User fills out an email address in a single field form (Form A). On submission user gets redirected to another form.

    (2) The second form (form B) prefills the email address and asks aditional questions. On submission the user goes to a "thank you" page

    (3) We might then ask the user by email to provide more information via another form (form C)

     

    All the forms store the same information in the same registry.

     

    How could we do this in Jotform.

    We tried the auto fill feature but it does not get us all the way.

     

    We can program it... but you would have to point us to the right direction.

    This is the feature overview in HubSpot

     


    As I see it we nee dthe following capabilities.

    (1) identify the same user (using cookies, seems to be supported)

    (2) store submitted information locally on client (seems to be suported)

    (3) update date of teh same registry based on a key (e.g: email or cookie) . on client side or consolidate on server side.

    (4) find a way to redirect te form to a dynamic "thank you" URL (I think that we can do easily)

     

    The form A is here

    http://chile.mon.ki/health/global/


    Form B is here

    https://chile.mon.ki/jotform1

     

    Best

    Tim

    Page URL:
    http://chile.mon.ki/health/global/

    JotForm email another form find
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    Answered by edbong on January 13, 2014 at 12:56 PM

    Just to clarify... the main issues are

    (1) not creating dublicate entries

    (2) prefilling the form with data

     

    The "progressive" part can be done with this

    http://www.jotform.com/answers/241948-Can-I-jotform-be-a-progressive-form

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    JotForm Support

    Answered by ardy0689 on January 13, 2014 at 02:50 PM

    Thank you for contacting us. Yes this can be done on our Form Builder. Well almost. There is some slight difference on the implementations.

    Please see this demo form A. This one collects the email address and when submitted, it will pass the value of the email address to demo form B.

    To be able to do the same sequence, please follow this guide Prepopulating fields to your JotForm via URL parameters.

    (2) The second form (form B) prefills the email address and asks aditional questions. On submission the user goes to a "thank you" page

    By default, when you created a blank form it has already a Thank you page. You can configure this to Form B to let the submitters see your "Thank you page". For further reference please view this guide Setting Up the Thank You Page

    (3) We might then ask the user by email to provide more information via another form (form C)

    Yes, you may configure your Form B to rather direct to thank you page, you will redirect them to Form C just the same as above A-> B using a custom URL and redirect them

    (3) update date of teh same registry based on a key (e.g: email or cookie) . on client side or consolidate on server side.

    You may add a Datetime picker field to form B so that you have or they have the ability to update  the date of the Form B or C.

    You can do this by editing your Notification or Autoresponder template and adding an Edit Link

     

    I hope this information is useful to you and let us know if this is something that meets your requirements. Please feel free to provide additional details or inquire about some implementations. Thank you

  • Profile Image

    Answered by edbong on January 13, 2014 at 03:07 PM

    After reviewing your answer I have the following idea and related questions.

    1. Create a single form (A) with all the fields, logic, validation, etc

    2. create page (1) but show only the email field + submit button (remove/hide all other fields manually in the code)

    3. on submission go to the "edit" link of Form (A)

    4. Here we show all fields (or hide some with form logic if they are filled out). Alternatively the complete Form (a) could be part of a page (2) and we handle the editing URL visa JS.

     

    Could that work?

     

    If so the arrising questions are:

    1. how can we make the "thank you" URL quickly the actual "edit form" URL?

    2. how could we create several "edit" versions of a form. I see no problem creating multiple "submission" forms (simply edit the form code). is the same possible for eduting?

    3. can we provide an edit form that is embedded in a page? I guess we could just need some JS for that.

     

    Aditional observation

    In the form we are testing.. on editing (from the email notification I just created) te country selector does not show the value I initially submitted. Bug? Does editing work for all widgets?

     

     

     

     




  • Profile Image

    Answered by edbong on January 13, 2014 at 03:11 PM

    Can we use paramters/variables in the URL?

    http://www.jotform.com/help/38-Redirecting-Users-to-a-Different-Page

    http://grab.by/tuHo

    Ideally add the form ID and SID to it like this:

    http://www.jotform.ca/form.php?formID=22555566748264&sid=213639191932956400&mode=edit

    or how could we generate a dynamic "prepopulated" URL? How could we pass the email (or other fields) that were filled out?

     

     

    Is there any further documentation of the features of this URL.

    What is actually FormID, SID, Mode? What are other optiosn are there?


    IF SID is the submission ID.. would it be possible to use another form ID with it?

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    Answered by jedcadorna on January 13, 2014 at 06:11 PM

    @edbong,

    You might want to view this guides that will help you achieve this.

    1. Prepoluating the fields:

    2. Use of conditional rule:

    3. Editing the form in thank you page? You can add an edit link to your thank you page. Please refer the image below:

    What is SID? Yes it is the Submission's ID

    What is the Form ID? Form ID looks something like this 40127084959864

    Can we use paramters/variables in the URL? Yes I believe so. You can use that and include it in your thank you page. Please see this sample https://www.jotform.com/form/10565343954?fullName[prefix]=Dr.&fullName[first]=John