Advanced Features

Advanced Features

Jotform allows you to create great looking and flexible lead generation forms and contact forms, while Salesforce CRM software allows you to track and send leads to team members. Integrating your Jotform form data with your Salesforce database...

Microsoft OneDrive lets you store important files in the cloud and access them anywhere — whether you’re at work or on the go! Use Jotform’s free OneDrive integration to automatically convert form responses into PDFs and send them directly...

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales process. https://www.youtube.com/watch?v=xAaXPiYFhO4 Jotform's integration with Pipedrive sends information from Jotform to your...

Zendesk is CRM software that helps businesses build better customer relationships. With Jotform's free Zendesk integration, you can automatically turn form submissions into new tickets in Zendesk - perfect for tackling support requests, orders, or...

ClickUp is a powerful cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Its features include communication and collaboration tools, task assignments and statuses, alerts and integrations...

It is always important to stay in touch with your customers in a convenient and fast way. The Messenger Button widget allows you to connect with your customers instantly via the Messenger powered by Meta right from your form.  It is...

Would you like to set limits on your Date Picker? For example, you only want to allow your users to enter dates that fall on a weekend. That is now possible with the new advanced options added to the default Date Picker element....

Zoom is online video conferencing software that makes it easy to host and attend meetings, webinars, and calls from anywhere. Integrate Jotform with Zoom to automatically schedule new meetings and registrants via form submissions. Use this...

HubSpot has been around for quite a while. With a competitive global presence, they are arguably the most comprehensive and productive marketing platform in the industry. With HubSpot CRM, you can manage all your customers and business contacts in...

Google Calendar is one of the most popular calendaring applications today. It's helpful in scheduling events, booking time, and planning your day. The Google Calendar Integration on Jotform helps you easily and seamlessly connect your form to...

What’s a Smart Form? In the most basic sense, smart forms are dynamic. Instead of static words on a screen, smart forms can change based on how a user answers a question using conditional logic. Want to segment questions to different types...

Form warnings are meant to warn people who didn't complete a required field, didn't enter a valid email address on an email field, entered text instead of a number in a number field, and so on. https://youtu.be/pqPm7cdbyzk The default...

You wanted to change the vertical spacing between your questions... from this: to this: There are a couple of ways to do this. Here's the easy way to change the spacing between all of the fields:...

Update Let's create fantastic forms with the Form Designer video course which allows you to generate beautiful form designs without knowledge of CSS! First, you need to learn how to inject custom CSS on your form before you can start...

Overview If you are embedding the same form on multiple pages and would want to know which page the submission came from, here's the quick and easy solution. https://www.youtube.com/watch?v=qebEyN-wJRY How to Capture the Page URL?...

Would you like to add additional text contents or HTML codes to your form but outside the Form Builder? Would you like to host the form files on your own server? If yes, then that is possible with embedding your form using the Source Code method....

This guide is for the Classic Form layout. The "Inject Custom CSS" feature is not available in the Card Form layout. For more detail, see: Cards or Classic: Which One Should I Use? Jotform gives you a wide variety of ways to customize how a...

Create an approval process in Jotform. Different companies or businesses will always have their approval process. Surely, we can't cover all of them so this guide will be leaning more towards discussing general guidelines on how to come up with a...

Slack is the most versatile collaboration platform yet. Slack boasts a list of impressive features that keep teams productive and up-to-date with their projects, tasks, and decisions. The Slack Integration on Jotform sends your form...

Airtable combines two of the most powerful business tools in productivity;  spreadsheets and databases, to provide an incredibly flexible way of organizing your data. Whatever you want to do with your data or information, chances are you can...

The monday.com platform is a visual collaboration tool that helps transform the way teams work together. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a collaborative culture. Jotform's...

Google Sheets is a powerful data management tool that helps you organize important data and collaborate with others. Integrate Jotform with Google Sheets to automatically sync form submissions to your spreadsheets and update your data in...

Sometimes you may want to prevent your respondents from making multiple submissions in a form and this is when the Unique Submission is most useful, and it has three options: No Check (default) - duplicate submissions will not be checked in...

Send Post Data is a feature that allows you to post form data to your Thank You page. https://youtu.be/IQlVL5xcduE Some use cases: Save data to a MySQL Database using your own server-side script.Display form data to your custom thank...

In an instance that you need to submit variables in Lightbox or Feedback forms, here's what you have to do: You need to insert iframeParameters: { } property inside JotformFeedback({ }). Example: <script...

https://www.youtube.com/watch?v=Hsw7uuzntjc Collecting feedback online is a crucial and must-have utility that'll help you improve whatever you're doing online. There are many complex tools out there that collect feedbacks for certain...

Note This guide is now obsolete. For the new version, see “How to Pass Field Value to Another Field”. The form pictured below illustrates our objective. Click the image to use the form. As you can see, if a user were...

Let's suppose you are running a contest and would like to limit unique entries or values in a form. For example, you might want to accept unique mobile numbers. To accomplish that, follow the steps below:...

Tags are small pieces of information, similar to labels, which you can add to your contacts to easily organize and bring structure to your list. Jotform provides two different ways to apply tags to contacts created through a form...

Groups are useful for building list segments for sending to target audiences. With Jotform, you can either select the groups yourself or let form users select their groups. https://www.youtube.com/watch?v=q-HMnMHX6xo Select groups for...

ActiveCampaign offers one of the smoothest experiences for marketing automation, providing a premier set of features to help you manage your contacts and evaluate the prospective direction of your campaign. With the ActiveCampaign integration,...

Sometimes, you will want to have your form communicate with your users as they fill it out. The reasons for that are many and Conditional Logic is here to help you. In this guide, you will see how you can make fields required only when...

Sometimes we need additional information from you when we troubleshoot an issue with the forms. An extra helpful step would be to provide a console report from your browser when the issue happens. To get your Console report from...

First of all, you should have a FILE UPLOAD field on your form to integrate it with Dropbox. This way, you will directly receive uploads to your Dropbox in no time. Let's look on how to allow a single form to upload to your Dropbox in a few steps....

Automatically Open a Lightbox Form After the Page Is Loaded To auto-popup a lightbox form after the page is loaded, just insert openOnLoad:true parameter in the lightbox code. Example: <script...

You now have the ability to clear your Form Cache yourself! Sometimes you may rarely, but occasionally experience some peculiar issues with your forms. In this event, it is a good idea to clear your Form Cache as this can often be of great help to...

https://www.youtube.com/watch?v=ziEbQfchL3w In this article, we’re not going to explain to you the depths of PHP forms or give code to work on, but you’re going to get an idea of how PHP methods work with forms. There are 2 ways PHP can...

What is a Webhook? A webhook is a technique used to send HTTP POST notifications to a URL. They can be used to connect apps together or just send data. Send Instant Submission Notifications with...

This guide will help you, if you decide at any point, to let your users view their submitted data. https://youtu.be/xobmchR5KVE For, example, if you wish to let your users view the submission they just made, but you don't want to use the...

Let's say you have a link or a page that should automatically fill in values to your Jotform and you want your form to be prepopulated when clicked. https://www.youtube.com/embed/pYIf5c1s9FQ Here's an example... Form URL without...

If you have a Facebook page, your form users could like the page within the form. To do that, you have to add a Facebook Like Button. In the Form Builder, you can add a Facebook Like Button in various methods outlined below....

Forms rely on the Date Picker element a lot - whether you're: Assessing turnaround times of projectsDealing with registrationsHandling reservations There will always come a time that you'd have to compute the difference between two dates....

The Referrer URL is basically the web page's address where a person clicked a link that sent them to your page where your form is embedded. In other words, it's the webpage that a person was on right before they landed on your page. Note that...

In this guide, you will be able to use Conditional Logic to skip pages based on the user's form field input. We'll be using this demo form in this guide. It skips to a page depending on the dropdown option selected. Below are the steps on how...

So you want to change the "Thank You" message based on your form's field value? Example case scenario is when you have a quiz form, you want to display different "Thank You" messages depending on their score. That is possible using Jotform's...

If you’re using Facebook ads, then you’re probably familiar with Facebook Pixel. According to Facebook, “The Facebook pixel is a snippet of JavaScript code that allows you to track visitor activity on your website. It works by loading a...

Now you want to enable or disable your form fields based on the user's input. That is possible using Jotform's Conditional Logic. Disabling or settings the form fields to read-only can be useful if you need to keep them visible while...

Input Masking may be underrated or not used often, but it is handy in different situations, especially if you talk about specifying and accepting input in a fixed format — for example, formatting for a custom date, number, or phone number. ...

The Save and Continue Later feature offers ways to form fillers to save the partially completed form and come back to it at a later date to continue. It is useful for long forms or forms with multiple pages. ...

If you want your form to redirect to another website or back to the form after submission with a countdown timer, here's how: https://www.youtube.com/watch?v=8kRBZN-ahhY Open your favorite text editor such as Notepad.Paste the following...

Edit URL is basically used for updating specific submissions data without logging in to a Jotform account. There are some cases that you'd want to show or hide fields when editing an entry mostly for administrative purposes like the following:...

This guide will help you set up a Lightbox embed form that will automatically load based on the cookies of your user. This is originally based on this guide. However, that uses PHP script; this version of the guide uses a simple JavaScript....

SendGrid is one of the world's largest cloud-based email delivery platform. They are responsible for sending billions of emails for some of the best and brightest companies in the world. Our integration with SendGrid allows you to...

There are occasions when you wanted to restrict access to your form on certain hours. Some use cases are when you: Cater registrations and you only want to accept entries during business hours.Offer promotions that are only available on...

The Show/Hide Field is part of the Conditional Logic feature. This option is useful if you want to show or hide follow-up questions depending on the user's answer. https://www.youtube.com/watch?v=SP5YJj2pkUo Let's start with an example...

This is a bit advanced topic and something that when building yourself would take days to do, but with Jotform Form Builder all you need are a few clicks to have it running as you wish. There are a few ways to do this but it would depend if...

With Field Prepopulator, you can prepopulate your form with the data you provide manually. But on some occasions, you may want to automatically pass form data to prepopulate another form. If you're looking to do that, please proceed with the steps...

This is a guide that will help you setup an external notifier if your Jotform email alerts failed to send or were in the bounce list.  Please note that this is for advanced users or who are familiar with programming.  Here are...

There are times that you want to review what activities you have done in your account or forms. For example, what forms were deleted and purged, what email alerts were successfully sent or failed, and the likes. It is similar to an audit trail. ...

The first thing you'll need to learn is to know how to post submission data to your Thank You Page. You can read and learn from this guide. https://www.youtube.com/watch?v=_Ua-thPgkBI Assuming that you have set your form to post data to...

UPDATE: Now you can specify the transparency level directly in our updated Form Designer. Sometimes, instead of having the background of a form fully transparent or opaque, we would like something in between. For example, the form on this...

Trello is a premier collaboration and productivity tool loved by millions. With the Jotform Power-Up in Trello, You can now build, design and  share your forms on Trello without having to leave your Trello card. The first thing you have...

In this guide, you will learn how to show or hide multiple form fields at once using Conditional Logic. This is a great tool if you want to show fields based on another field's answer. This would tidy up your form and make fields visible only when...

Having every bit of information on an end user  using the form is crucial in managing user expectations and providing better user's experienced. This guide will show how to get the most information out of your form users through the...

The following guide will teach you how to add a Google Maps marker to your form. This will enable you to get the user's longitude and latitude for any given location using Google Maps. Let's start. Click the Add Form Element button in the Form...

If you're already familiar with Jotform Webhooks, here are example scripts that you may want to try. Make sure to update the field names on these scripts with the field names from your form. Instant Email Notification This is an email...

Populate fields like text box, email, textarea, or even an address fieldset using the Update/Calculate Field condition. https://www.youtube.com/embed/KCj4vdLpTj8 We'll be using this form as an example where we need to pass the Personal...

Box Metadata allows you to define and store custom data and associate it with files that are uploaded through your JotForm. Do note, however, that this feature is available only to Enterprise Box accounts....

Tags, according to Keap (formerly known as Infusionsoft), are pieces of information that you know in advance. They are preferences or behaviors about your customers that you can predict. Jotform now offers two methods of Keap tag...

Jotform is compliant with GDPR. If you are located in or do business in the European Union (EU), you must have your forms and data stored in our EU DataCenter. By default, accounts that are created from the EU region are automatically set to...

Salesforce integration gives you the option to discard a duplicate entry or update the existing record with new values. Standard Matching Rules By default, the integration uses Salesforce’s standard matching rules to identify whether a...

To change styling for your form's Feedback or Lightbox window title, insert these codes in your webpage's source preferably inside the <head> tag. <style type="text/css">.jt-title {    font-family: Verdana, Times...

Update: Time (only) field is now released! There is no need for any other workaround if you wish to only have a Time field in the form. You can find the Time field under the Basic tab of the Form Elements in the build page of your form....

Solve360 is a modern cloud-based CRM with features to manage projects. Solve360 is very easy to setup and use. Solve360 allows you to store all kinds of information in the CRM, and use it as a shared email database. We are...

We are very familiar with the feature in Prepopulating the fields to your Jotform via URL Parameters wherein the form always receives the parameter data. With this feature, form fields are automatically given default values when a URL address to...

If you are wondering how you can implement a modal popup window on your form, then this is the right place for you. Modal windows can be used to show ads, messages, or additional information....

With today’s modern technology, web forms are becoming more essential for businesses. They are one of the tools a business can use to determine how to improve performance, increase sales, and grow the business as a whole. Without such tools,...

Changing the Clear/Reset and Print button text is super easy. Please follow these simple steps: Click the Submit button.Click the Gear (Properties) icon to open its properties window.Click the Advanced tab.Turn ON the Reset and Print buttons...

You can now categorize your product listing without the need for the below workaround. In our Payment Tools or Product List payment settings, toggle Enable Categories to Yes. Please visit the following user guide to know more about Product...

Jotform already has a cool feature that will allow collecting deduplicated database on a unique question answer. User guide: How to set Form Limits Based on a Unique Question https://youtu.be/MGusFS83WDg But what if the unique data...

Note This guide is for the Classic Form layout. For the Card Form layout, see: How to Redirect Form Respondents to an External Link in Jotform Cards? Do you want people to go to a different page when they've submitted your form?...

If you’re like many of our users, you have been using Jotform to market your business and sell your products or services. Keap (formerly known as Infusionsoft) provides a great campaign builder that will allow you to launch multi-step campaigns...

Insightly is a premier, easy to use service for project management and CRM.  With the Jotform to Insightly integration, you will be able to manage leads and contacts with more efficiency. This will help you work easily with...

UPDATE: You can easily change a particular field and create fantastic forms with Form Designer video course! Let's say you want to hide the label with the word "free" (price= 0.00)  in your Payment integration form, because you are...

Mad Mimi is one of the easiest tools to create, send, share and track email newsletters online. It's for people who want email marketing to be simple. Mad Mimi has spurned the outdated concept of cluttered layouts and embraced a creative...

With Salesforce Legacy integration, you have the option to add new records to your Salesforce Campaign. All you need to do is to provide the Campaign ID in the integration settings. To get the Campaign ID, follow the steps below: Log in...

Egnyte provides software for enterprise file synchronization and sharing. The technology can store files in a company’s existing data center, as well as cloud computing storage. https://www.youtube.com/watch?v=g-8Lgn7m-T8 If you're...

Box is a simple and secure file-sharing platform used by 150,000 businesses. It is great for storing files online, secure file sharing, mobile content management, project collaboration, and document management....

What is API and what does an API key do? The API (Application Programming Interface) is a way to retrieve and transfer data between different services. When it comes to Jotform, API is used in service integrations, widgets, and apps. In order...

iContact enables you to create, track, and send HTML-based emails and social media messages. iContact also allows you to create segments for targeting specific list of subscribers. To integrate Jotform with iContact, simply follow the steps below....

VerticalResponse helps you grow your business and connect with your customers wherever they are. Their full suite of online tools lets you do all your marketing needs in one account. To integrate Jotform with VerticalResponse, follow the...

Asana is a premier platform for working with your team. It makes tracking projects, tasks, and activities incredibly easy, inspiring robust engagement with all the team members as you move towards your objectives. Simply put, Asana is the...

MailerLite is email marketing software for businesses of all shapes and sizes. You can integrate your Jotform form with MailerLite to seamlessly update your email list. Just follow the steps below. https://youtu.be/lLsD0cPGZ3U 1. In the...

The Auto-Delete Submission feature automatically moves the submissions received from a form to Trash. This can be useful if you're transferring your form submission data to a 3rd party service or to your custom setup via API or Webhooks where the...

Highrise is a Customer Relationship Management software which helps you track people, conversations, and tasks to keep your relationships fresh. Be prepared to make a difference for your business. With Jotform’s Highrise integration,...

Add "reverseButtonText: true," to your feedback code. An example is below: new JotformFeedback({ formId: "1***", buttonText: "Untitled Form", base: "https://www.jotform.com/", background:'#F59202', fontColor:'#FFFFFF',...

Constant Contact is one of the best email marketing services that lets you create effective email marketing and other online marketing campaigns to meet your business goals. https://youtu.be/MfVtD8iJMzQ In Jotform, you can integrate your...

https://youtu.be/Fr8LMag0qy4 To remove fields in the full address field, follow these steps. Click the address field in your form then click the cog icon to open its properties. 2. In the field properties, uncheck the fields...

This guide will show how to minimize the length of your Payment Form that has a lot of products/items on it. Allowing the users to view all information all at once on a form is an important aspect of an efficient and useable form. The...

Aweber is an affordable and easy-to-use email marketing and autoresponder tool. It allows you to send email newsletters easily to your subscribers. If you want to automatically pass your subscribers collected from Jotform to your Aweber's...

Campaign Monitor is marketing software for web designers and their clients. It allows you to easily send beautiful autoresponders - automated emails to your subscribers. If you want to collect subscribers using a Jotform form and send them...

Zoho CRM is a customer relationship management service that helps businesses generate, organize, and manage leads. With Jotform's Zoho CRM integration, you can gather leads through your website with a custom contact or lead-generation form, and...

Loom offers a quick, intuitive way to record your screen and webcam. With Loom, you can create professional-grade videos that are great for asynchronous messaging, collecting visual feedback, or working with teams dispersed around the world. ...

Update: We have a widget that allows your users to preview their form answers before they submit the form, use the Preview Before Submit Widget. This widget requires no further configuration. There are times that we'd like the users to...

Mailchimp is a great tool to send beautiful newsletters or announcements to your website users and customers. So, instead of implementing a newsletter feature ourselves, we decided to integrate with them....

Google Drive is a great way to share your files among different computers and mobile devices. Integrating your form with your Google Drive takes less than a minute. Once you complete the integration, a copy of the data and uploaded files will...

GetResponse enables you to create a valuable marketing list of prospects, partners, and clients, so you can develop relationships with them and build a responsive and profitable customer base. GetResponse includes all the capabilities you need...

Arabic, Hebrew, Pashto, Persian, Urdu, and Sindhi are common languages that are written from right to left (RTL). If your form's script needs to be in the RTL direction, this guide is for you. From the Form Builder, open the Form Designer...

Update: Here's the updated guide: https://www.jotform.com/help/95-capture-the-page-url-where-the-form-is-embedded The first thing you need to do is insert a Hidden Box into your form. You can find it under the Widgets section of the...

If you want to redirect users to another web page based on their answers on a form, you can do it with the Change “Thank You” Page conditional logic.  Here's how you set this up in the form builder....

Adding videos to your forms can help give a little bit more personality to your forms. They can be used as a question, to introduce the form or your company. Making sure the user watched a video can even be one of the necessary steps before...

Allow your form user to print and obtain a hard copy of the data they fill into the form before clicking on the submit button with a print button. Adding a print button to your form in Jotform is pretty easy. Please follow the steps below....

Do you want to automatically save the form data into a word document? Or, better yet, populate a word template with a form data? That's easy with Make (formerly Integromat). With Make, you can connect Jotform to over a hundred services like...

Salesforce is great at managing contacts through the sales cycle, while Jotform is a great tool to capture contact information to funnel into it.  To get started with integrating with Salesforce, click the Settings while in the form builder,...

Some users prefer not to display field labels to match the form styling on their site or they simply don't like to display field labels of certain fields. This guide will help you how to hide field labels on a form. How to Hide All Field...

Zapier allows you to integrate different web applications to automate your ideal workflows. For example, you can send a custom email through Gmail for each form submission or add form submitters to your Google Contacts. In Zapier, you can use...

Zapier is an automation tool that connects your favorite apps in simple steps. Its flexibility allows you to integrate apps conveniently. You can interconnect two or more apps to automate repetitive tasks without coding or relying on developers to...

Jotform is now available in many languages. Please see a list of available languages below. If you do not see your language in this list, please fill out this form....

Note The method described in this guide has been deprecated. Current version of Jotform Form Builder automatically saves the form building process. However, now you can revert changes made on your form. You can check our guide on how to manage...

Some users have told us they prefer the older version. At least until all bugs were sorted out on the new version. We respected that. That's why we kept Jotform v2 alive for some time. New registrations were closed but existing users could...