Advanced Features

Advanced Features

HubSpot Prefill allows you to prepopulate your form with contacts or companies data from your HubSpot account. This will allow you to get all or some of the data from HubSpot and pre-populate your form with that information. 1. In the form...

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...

Salesforce Prefill allows you to prepopulate your form with contacts or leads data from your Salesforce account. This will allow you to get all or some of the data from Salesforce and pre-populate your form with that information.  1. In the...

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales process.JotForm's integration with Pipedrive sends information from JotForm to your Pipedrive workspace as soon as someone fills out and...

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...

Would you like to set limits on your Date Picker Field? 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 Field. First, add the...

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...

HubSpothas 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...

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 a...

Overview The Configurable List widget requires a little more to set up, but it's not hard at all. There are a few things we need to consider in order to understand how it works and get the widget up and running: The Widget dynamically adds a set...

You can now build an approval flow with JotForm Approvals! Without any coding, you can turn your online forms into custom automated approval flows. Just drag and drop to add approvers, emails, conditional branches, and more to your approval...

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?...

If you stumble upon a scenario where you needed a visual confirmation of what your users filled out on your form before they submit it, there's a chance you might have used our Preview Before Submit widget. But what if you needed something a...

UPDATE: Let's create fantastic forms with 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...

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 of...

If you need an ID like ISBN-0015 on your records, now you can accomplish this with our Unique ID field. It's located under the Widgets section in the toolbox to the left. Just drag & drop this tool to wherever you want on your form. It will...

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. The default warnings can be changed or translated...

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:...

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

JotForm gives you a wide variety of ways to customize how a CSS form is rendered. An example of customization can be found in this guide: Customize your Form using Custom CSS Codes. In this guide, you'll learn how to inject custom CSS codes into...

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 submissions to...

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 real...

Send Post Data is a feature that allows you to post form data to your Thank You page. Some Use Cases: 🔘 Save data to a MySQL Database using your own server-side script. 🔘 Display form data to your custom thank you page using a PHP...

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.Select groups for subscribers All groups are displayed under their...

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 Cell Phone numbers. To accomplish that, follow the steps below: 1. Add a Short...

There have always been forms, then there have always been ways to make forms more advanced. The problem is that there was never really a way to mesh the two together very well. As a result, we've created the JotForm Widgets platform to help lessen...

There's now an easier way to accomplish the functionality described in this guide. However, in some cases the method below will be necessary. The form pictured below illustrates our objective (Click image to use...

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 which collects feedback for certain...

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...

Prefill is JotForm's new powerful tool in the form builder that provides you a seamless experience and secure way of prepopulating your form with data. Previously, you can only prepopulate forms with parameters where the URL becomes longer,...

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, you...

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...

Instead of following this guide, you can also use the Field Prepopulator app to generate a prepopulated form URL. 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...

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...

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 - read more. Open your form in the form builder and click on the settings tab, go to the...

This guide will help you, if you decide at any point, to let your users view their submitted data.For, example, if you wish to let your users view the submission they just made, but you don't want to use the emailing system (and inform them via...

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....

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...

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. On this guide, you will see how you can manipulate the required field option...

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 the...

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 if...

Update:  We have added different "LIKE" widgets into the widgets page including the Facebook Like for ease of use. Check this out: https://www.jotform.com/widgets/facebook-like-box There are many ways to add Facebook Like Button to a...

In this guide, you will be able to use Conditional Logic to skip pages based on the user's form field input. Now let's get started. Here's a sample form that I made; it skips to a page depending on the drop-down option selected. Below are the...

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...

Forms rely on the Date Picker field a lot - Whether you're: 🔘 Assessing turnaround times of projects 🔘 Dealing with registrations 🔘 Handling reservations There will always come a time that you'd have to compute the...

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...

Using a field input mask might seem like one of those things that you might not want to ever use a whole lot but, the reality is that using a masking capability can actually prove to be quite useful in a lot of different situations. For the...

Are you hoping to populate your form fields from an external Excel Sheet? Perhaps you wanted to pull existing records and display them on your form? If so, your long wait is over. Meet the new Spreadsheet to Form widget. The widget allows you to...

Now you want to enable or disable the status of your form fields based on a user input. That is possible using JotForm's Conditional Logic. Here's a demo form: https://form.jotform.com/93078649436975. Noticed that I can disable the text...

The Configurable List widget is a table-based layout designed horizontally. Tables don’t do so well with responsive design. So, if you have a narrow width form or view the form on mobile, the config list widget doesn’t automatically fit into...

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. This...

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 few clicks to have it running as you wish. There are few ways to do this but it would depend if you are...

The Show/Hide Field is part of our Conditional Logic feature. This option is useful if you want a field to appear or hide, only when a previous field is filled or an option is selected. Video Tutorial Now, let's start with an example form. In the...

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 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: Assuming that you have set your form to post data to a custom URL page, you will have some PHP/MySQL...

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...

Edit URL is basically used for updating specific submissions data without logging into JotForm account. There are some cases that you'd want to show or hide fields on edit URL mostly for administrative purposes like the following. - Add a status...

The Autofill (Continue Forms Later) 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.  The updated Autofill feature now...

There are times that you want to review what activities you have done in your account or forms, 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. You can...

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...

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 1. Open your favorite text editor such as Notepad. 2. Paste the...

We know how to prepopulate a JotForm Form via URL parameters as mentioned in this guide. Now how do we prepopulate another form from another form's data? Here's a guide on how to redirect the user to another form and prepopulate the second form...

You know how to inject custom CSS codes to your form but did you know that Widgets have their own respective location for CSS code injection? Note that this method applies to our Classic Form layout only. The Card Form layout doesn't have a...

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...

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...

If you're familiar with this workaround, well here's a very simple way to achieve this without writing any single line of code. Video Tutorial Update/Calculate Field From now on, you can now populate fields like text box, email, text area, or even...

This guide is deprecated. You can now add Geolocation to your form without writing any more scripts. Get it here: https://www.jotform.com/widgets/geolocation The following guide will teach you how to add a google map marker to your form. This...

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

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...

If you're already familiar with JotForm Webhook, here are example scripts that you may want to try. Note: Make sure to update the field names on these scripts with the field names from your form. Instant Email Notification - Get Instant...

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. Creating a Metadata Template To get...

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 Browser...

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...

Hey there! If you are wondering how you can implement a pop-up modal on your form, then this is the right place for you. Usually, pop-up modals are used if you want to show some ads, additional information, or other messages that are not part of...

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...

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...

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....

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...

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

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,...

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 QuestionBut what if the unique data requires multiple combinations of answers and...

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...

Changing the Clear/Reset and Print button text is super easy. Please follow these simple steps: 1. Click the Submit button. 2. Click the Gear (Properties) icon to open its properties window. 3. Click the Advanced tab. 4. Turn ON the Reset and...

Dropdown fields are easy to use, because of the simplicity of picking an option from a list. What if you want to create a list with a nested list? What if you wanted to limit the options that can be selected from a dropdown list depending on what...

1. Log in to your SalesForce account2. Click on the Campaigns tab to see the list of your campaigns3. Find the campaign on the list or create if you don't have one yet4. Click on the campaign name5. Your campaign page's URL should look...

Mad Mimi is one of the easiest tools that would let you create, send, share and track email newsletters online. If you want to integrate your forms with Mad Mimi, just please follow the steps below. 1. Click SETTINGS at the top, INTEGRATIONS...

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...

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...

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...

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...

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 go-to...

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. JotForm integrates with Box. If you...

Do you want people to go to a different page when they've submitted your form?  Maybe, you want to redirect them to your homepage after the form is completed. Well, follow the steps below to send your users to any URL you want. 1. Just...

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 looking to...

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, simply follow...

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...

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. In JotForm, you can integrate your form with Constant Contact. How?...

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', buttonSide:...

Aweber is an affordable and easy to use email marketing and autoresponder tools. It allows you to send email newsletters easily to your subscribers. If you want to automatically pass your subscribers collected from JotForm to your...

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

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,...

To remove fields in the full address field, follow these steps.1. Click the address field in your form then click the cog icon to open its properties.2. In the field properties, uncheck the fields you want to remove. 3. Save the form and...

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...

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. How to integrate JotForm with Mailchimp ...

Google Drive is a great way to share your files among different computers and mobile devices. Integrating your form with your Google Drive account takes less than a minute. Once you complete the integration, when someone submits your form we will...

If you want to add a Spreadsheet to your form so your users can view it (or view and edit), please follow these steps: 1) Add iFrame embed widget, that you can find in widgets section, to your form:2) Then go to the desired Spreadsheet and go to...

JotForm has a lot of mapping widgets available for your forms. We have a map widget that can display your business location. We have a map widget that can calculate distance from the origin to the destination. There is a widget that can geo...

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...

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 review...

If you want to redirect users to another web page based on their answers on a form, you can do it with "Change Thank You URL" conditional logic.  Here's how you set this up in the form builder. a. Click SETTINGS at the top. b. Click...

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...

In situations where spreadsheet data needs to be collected, analyzed, and submitted in a simple spreadsheet format, the Spreadsheet widget is the ideal tool you can use. Your form users can now submit structured data sets that can be...

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...

Collecting video recordings can be essential for many businesses, they can be useful for job applications, screening, product reviews and much more. The Ziggeo Video Recorder widget lets you collect video and screen recordings on your forms....

SalesForce is great at managing contacts through the sales cycle,  JotForm is a great way to capture contact information to funnel into it.  To get started with integrating with SalesForce, simply click Settings - Integrations icon in...

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 Integromat. With Integromat you can connect JotForm into over a hundred services like...

Print button on a form would allow your form user to print and obtain a hard copy of the data they fill in into the form before clicking on the submit button. Adding a print button to your form on JotForm is pretty easy. Please follow the steps...

Update:   It is highly probable that this trick will not work anymore due to the security updates done on the form's custom Thank You page that prevents custom injected scripts from working. However, we have created a special widget that lets...

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 on a certain fields. This guide will help you how to remove field labels into the form. A. To Remove Entire...

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. Español Français Italiano Português Deutsch Türkçe...

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...

Don't want to auto-save the form on every changes? Follow this guide: 1.  Right click on any blank space of your form (which does not contain fields). 2.  In the context menu that shows up , click Disable Auto-save.

The new Prefill tool allows you to prepopulate form fields with data from multiple sources. However, you cannot prepopulate all form fields using Prefill. We have created this list for you in which we have mentioned all supported and non-supported...