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 — at work or on the go! Use Jotform's free OneDrive integration to automatically convert form responses into PDFs and send them directly to your OneDrive...

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. 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. ...

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...

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 like to know from 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...

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...

Jotform Form Builder is very flexible and you can customize your forms as you wish. Standard field spacing can be changed as well to fit your needs and match your design better. When you reduce the spacing between questions, your form will be...

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

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 how 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...

Your form accepts multiple submissions by default. If you want to prevent your responders from making multiple submissions in your form, the Unique Submission will be helpful. https://www.youtube.com/watch?v=xMjisHZyCp8 This Unique...

Send Post Data is a feature that allows you to post form data to the destination URL. You can use https://www.jotform.com/show-post-data/ as the destination URL to view the submission as POST data. https://youtu.be/IQlVL5xcduE Here's how...

https://www.youtube.com/watch?v=Hsw7uuzntjc One of the must-have utilities on your website is having a feedback form, so your visitors can share their comments or suggestions about your business, particularly with your products or services....

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...

Unique Question is one of the features of Jotform that allows you to set limits based on an answer from a specific field. For example, accept unique email addresses or prevent someone from submitting the same data on a Short Text Entry element. ...

Tags are small information, similar to labels, which you can add to your contacts to easily organize and structure your list. Jotform provides two ways to apply tags to contacts created through a form submission — Static and Dynamic....

Groups are useful for building list segments for sending to target audiences. With Jotform's Mailchimp integration, you can select the groups or let form users select their groups from your form....

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 necessary....

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...

Using Jotform's integration with Dropbox, you will directly receive uploads to your Dropbox in no time. Let's look on how to allow a single form to upload files to your Dropbox space in a few steps. First of all, you should add a File Upload...

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...

This guide shows the basics of how PHP request methods work with PHP forms. https://www.youtube.com/watch?v=ziEbQfchL3w There are 2 ways PHP can interact with forms. GET Method The GET request method carries the form's submitted...

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...

Sending an autoresponder email is the primary method of allowing users to view a copy of their submission through your form. If you want to avoid doing this or integrating your form into any 3rd party application, providing users a direct URL to...

Jotform offers many embedding features. Embedding Form as a Lightbox can be useful in case when you need a form to be opened in a separate pop-up window. You can set a form window to be opened automatically after the page is loaded. To...

You can prepopulate your form fields by including the query strings in the URL. The query component is indicated by the first question mark ("?") followed by the query parameters in the URL. Multiple query parameters, in key-value pairs, are...

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 has been embedded. In other words, it's the webpage that a person was on right before they landed on your page....

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...

One of the things you can do with conditional logic is to change the Thank You Message based on the answer or combination of answers in your form. Instead of the static text, you can use this feature to display personalize messages upon...

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 Continue Forms Later feature, also known as Autofill or Save and Continue, offers ways to form fillers to save their partially filled out form and come back to it at a later date to continue. It is useful for long forms or forms with multiple...

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...

The Edit URL is one of the features in the Form Builder, particularly with the form emails, that you can use for updating specific submission data without logging in to your Jotform account. You can also provide the same to your form users to...

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

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

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...

The PDF Editor allows you to customize the PDF copy of your submissions. You can add additional elements to the document and style it with a custom theme. However, if you want to print the form with the user's data and print it the way you...

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...

This guide shows how to save the form data to a MySQL database using PHP. A basic understanding of both is required. https://www.youtube.com/watch?v=_Ua-thPgkBI Let's get started: Create your database and table.The columns in your...

Jotform logs your account activities, such as if you delete or purge a form from your account. It logs the form you created and modified. You can also view the emails from your form. It is similar to an audit trail focusing on your account and...

Not to be confused with page background. Sometimes, instead of having the background of a form fully transparent or opaque, you may like something in between. This guide highlights how you can change your form background's opacity. Let's...

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...

This guide highlights how to show or hide multiple form fields at once using Conditional Logic. This can be useful if you need to show follow-up questions based on the form filler's answers. This can also help in tidying up your form by making...

Your user's Browser Information can be crucial in some circumstances — for example, tracking issues on your website. The Browser Information provides you with data necessary to address the issues that your users are experiencing. ...

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 uploaded through your form. Note: Metadata is a feature reserved for Business Plus, Enterprise, and Elite Box accounts. For more information, visit: Using...

When translating a form into different languages, the emails, particularly the autoresponder email, still follow your default language for the form. For example, if the labels are in English, the form sends the email with English labels. To...

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 from European Union (EU) or doing business within this region, you must store your forms and data in EU Datacenter. By default, Jotform automatically sets the account created within the EU region...

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...

You can customize the appearance of the lightbox and feedback embeds, but you can't change the style of its window title, especially when you opt to use the default. You can only style it by inserting the following custom CSS into your website's...

The Time field allows your users to enter a valid time format in the form. It will display the time based on timezone and time format in your account settings. Note The new Default Theme requires users to enter the time. It is optimized...

This guide highlights how you can send the submission data via an HTTP POST request to your server, your custom Thank You page, or a 3rd party service. Let's get started: Go to the Settings tab in the Form Builder.Click the Show More...

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....

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

With today's modern technology, web forms are becoming 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, tracking...

Jotform Form Builder is super easy and customizable. If you need to change Clear/Reset and Print buttons' text – you can easily do that in a couple of minutes. To change the default text, please follow these simple steps: In your form,...

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...

The Unique Question allows you to prevent users from submitting the same information twice in the form. However, this feature only allows you to select a single field. To select multiple fields, you must utilize the existing features in the Form...

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?...

Insightly is a premier, easy-to-use service for project management and CRM. Insightly gives you the tools to build a complete view of your customers across the buying experience and deliver what they want. With the Jotform to Insightly...

When creating forms in a Classic Form Layout, you'll have an option to design your forms with Custom CSS codes. It's one of the cool features in the Form Builder that allows you to customize the overall look of your form, including the Product...

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 and cloud computing storage. https://www.youtube.com/watch?v=g-8Lgn7m-T8 If you're already using...

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....

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. The integration is quick and easy! Please watch the following video or...

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...

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....

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...

What Is API and What Does an API Key Do? The Application Programming Interface or API is a way to retrieve and transfer data between different services. Jotform creates unique API keys for each services like widgets and integrations. These...

Highrise is a Customer Relationship Management software that helps you track people, conversations, and tasks to keep your relationships fresh. With Jotform's Highrise integration, you can automatically send new contacts or cases to your Highrise...

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...

The Address is one of the elements in the Form Builder with multiple fieldsets. Jotform recommends this field when setting up a third-party integration as it is optimized to match the appropriate fields automatically. The field also responds to...

If you have this long list of product items, you could minimize its length by enabling columns aside from adding Product Categories. We have the below methods, which depend on the form theme you're using. Setting up Two Columns With Product...

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. ...

Aside from the Review Before Submit widget which allows your users to view their answers before they submit the form, you can also set up your form to show the user's answers on the built-in Thank You page after submission. Here's how: Go...

Mailchimp is a great tool to send beautiful newsletters or announcements to your website users and customers. This guide shows how to connect your form to Mailchimp. https://www.youtube.com/embed/ETh1bWk4SUY Note: Email is required in a...

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, you can do so using CSS. Here's how: In Form Builder, click on the...

If your form is embedded onto multiple web pages, you can monitor where the entries are coming from by using a widget or a hidden field. Note This guide shows how to tag an embedded form's submissions by prepopulating a hidden field. For...

If you want to redirect your users to another web page based on their answers on your form, you can do it with the Change “Thank You” Page conditional logic. https://www.youtube.com/watch?v=4FChiLdzFYA Here's how: Go to the...

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, in addition to English. 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...