Help with Jot Form so we can shoot to our customer today.

  • Profile Image
    matchup
    Asked on October 29, 2021 at 02:09 PM
    1. The pictures of our product will not show the full view.
    2. Payment for Youth Shirt shows incorrect cost until I click on a size, and then it shows the right size.
    3. We need to be able to offer multiple size options for each good shown, and can't figure out how to add these extra drop downs to our Jot Form.
    4. Is it possible to show the three color options in one spot with a drop down for size, color, and qty in one place vs. showing each color?
    5. How do we make sure our Jot Form will download all orders into an Excel Sheet?
    6. How do we grab the link to send the customer?
    7. How do we attach the external payment link?



    Hoping to get this to our client today! : )


  • Profile Image
    Laura_L
    Answered on October 29, 2021 at 05:25 PM

    Hi,

    1. The pictures of our product will not show the full view.

      Please try to turn the Autoscale off for the images. Open the Product list, click on the product settings, and toggle the Auto Scale Images off.

      1635541693_617c62bd68345_autoscale.gif

    2. Payment for Youth Shirt shows incorrect cost until I click on a size, and then it shows the right size.

      It seems that the Special Pricing is turned on for the products, and it is different from the product size. Either turn off the Special pricing, or adjust the price.

      1635542698_617c66aa5e0d8_specpricing.gif
      Guide: What-is-special-pricing

    3. We need to be able to offer multiple size options for each good shown, and can't figure out how to add these extra drop downs to our Jot Form.

      You can add options by adding product options and turning sub-products on.
      Guide: Create-sub-products-based-on-a-product-option

      1635542103_617c64570ba6c_options.gif

    4. Is it possible to show the three color options in one spot with a drop down for size, color, and qty in one place vs. showing each color?

      You can add another Product Option for the color, just like the sizing is added above.

    5. How do we make sure our Jot Form will download all orders into an Excel Sheet?

      Please see our guide on how to download submissions to Excel:
      How-to-download-form-submissions-as-excel-csv-pdf

    6. How do we grab the link to send the customer?

      You can copy-paste the form URL to your customers. Here is how you can find the URL:
      Where-to-find-my-form-url

      You can also send the forms via email:
      How-to-send-a-form-via-email

    7. How do we attach the external payment link?

      You can add hyperlinks to your form in Paragraph fields (you will find this from the Add Form Elements' Basic tab). You can also redirect your customer automatically to an external link when they press submit on the form:
      Redirecting-users-to-a-different-page

    Hopefully this helps. If you have any further questions, let us know and we are happy to help.


  • Profile Image
    matchup
    Answered on October 29, 2021 at 07:19 PM

    Thank you so much, Laura!

    I'm not sure if it matters or not, but the product list to the right for youth pricing is different than what actually shows to the left on the form. The preview form is correct and shows correct pricing when I view it?

    1635549466_617c811ab6dbb_Screen Shot 202

  • Profile Image
    Laura_L
    Answered on October 29, 2021 at 08:29 PM

    Hi,

    The price that you are seeing on the right is the default product price.
    As you have added the size options, and are using the special pricing, this default price is overwritten by the prices that you stated for each size in the Options.
    If you look closely, the 22.70USD price is greyed out, which means that it is not currently used.

    You do not have to care about this price, but if it bothers you, you can temporarily turn off the Special Pricing in the Options, come back and change the default price from 22.70 to 19.40, and then turn on the Special Pricing again.

    1635553601_617c91416c621_specialprice.pn

    Let us know if you need further assistance.

  • Profile Image
    matchup
    Answered on October 30, 2021 at 01:58 PM

    Two more questions, and hopefully I will be ready to go!

    1. How do I double check that the external payment link and Excel File that the Jot Form will put all order in, is working before I send the link to my customer to post on their website?
    2. How can I make sure all three color options of apparel shows on the form? Right now, it only shows the Athletic Heather option, unless I click on the photo to see the other two options we are offering? I would like all three to show.

    1635616555_617d872b162dc_

    1635616563_617d87336ab08_

    Thank you so much for your guidance!

    Erin



  • Profile Image
    Alexander_G
    Answered on October 30, 2021 at 04:11 PM

    Dear Erin,

    Thanks for your reply.

    • How do I double check that the external payment link and Excel File that the Jot Form will put all order in, is working before I send the link to my customer to post on their website?

    I am not sure that I fully get your response, however, if you want to double-check your submissions page - you may check this guide:

    👉 How to view form submissions


    • How can I make sure all three color options of apparel shows on the form? Right now, it only shows the Athletic Heather option, unless I click on the photo to see the other two options we are offering? I would like all three to show.

    Your product has 3 color options that you can choose from:

    1635624095_617da49ff3425_

    Please, could you confirm that it's a correct flow?


    Thanks,

    Alex

  • Profile Image
    matchup
    Answered on November 01, 2021 at 10:25 AM

    Hey Alex,

    I went to run a mock purchase and it is asking for an invoice #, and the payment amount? How do we correct this?

    Also, we did not pay for anything yet, and this is what was emailed back to me? Why would Jot Form send this if no payment was received?


    1635776676_617ff8a4019a6_

  • Profile Image
    IvayloK
    Answered on November 01, 2021 at 11:14 AM

    Please note that you have not added a payment integration to the Product List. So, there is no payment. However, the system will still show a summary of the selected products.

    If you need to test a PayPal payment integration, you can check and follow this guide:

    https://www.jotform.com/help/390-how-to-test-your-paypal-payment-form

    Let us know if you need any further assistance.

  • Profile Image
    matchup
    Answered on November 01, 2021 at 03:28 PM

    We connected our external credit card payment link according to the instructions shown below. However, when we go to test the link, it took us to our payment link that did not connect the order. The total, tax etc.. needs to automatically appear in the order so the customer can complete their purchase. Could you please let us know how we can fix this?

    You can add hyperlinks to your form in Paragraph fields (you will find this from the Add Form Elements' Basic tab). You can also redirect your customer automatically to an external link when they press submit on the form:

    Redirecting-users-to-a-different-page

  • Profile Image
    Alexander_G
    Answered on November 01, 2021 at 04:54 PM



    Thanks for your reply,


    To add a payment integration to your form that parses the amount, tax, etc to the payment getaway - you have to use the available payment getaways:

    Open the product list properties:

    1635799863_618053379c842_

    Then, click Add Payment Integration and choose the available payment method:

    1635799921_618053714fa28_


    Hope it helps,

    Alex

  • Profile Image
    matchup
    Answered on November 01, 2021 at 11:32 PM

    Hopefully, this is the last question I need answered and then I can get a link to my customer... when I follow the instructions you have provided, it asks me to select a payment gateway? However, our accounting department has not seen this request before? Do we always have to pick a payment gateway? How do we know which gateway to pick? Our accounting department provided me with a 3rd party credit card link to use with our Jot Form.

    Thanks!

  • Profile Image
    Tommaso_F
    Answered on November 02, 2021 at 03:50 AM

    Hello there,

    You can check here all the compatible gateways https://www.jotform.com/integrations/category/payment-processing

    You can also check this blog post: https://www.jotform.com/blog/payment-processors/ to know which payment processor is the best for your business. At the moment we don't provide  3rd party credit card integration.

    Regards.