Advanced Features

Advanced Features

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....

appyReward is a platform that allows you to automate rewards-based promotions. You can reward survey completions, sweepstakes winners, and subscribers. Now you can integrate your Jotform surveys with appyReward, so you can automatically send...

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...

Aside from the built-in form designer, you can also customize your forms using CSS in the Form Builder. This guide contains a few examples of CSS codes that you can try or use on your forms. For applying CSS to your form, see Injecting Custom CSS...

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...

Adding a form to your website using the Source Code embed method allows you to customize your form even further with HTML and JavaScript. You can even host the form's resource files on your server....

Jotform's Form Builder has a built-in form designer that you can use to make your form look exactly how you want it to without coding. Custom CSS codes are also supported if you're looking for more customization options. Note This guide...

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 data and collaborate with others. You can integrate your forms with Google Sheets to automatically forward your form entries to your spreadsheet. New form data will be sent...

This guide shows how to include the entry's edit link in your Autoresponder email. Your respondents can use this link to update their related entries after submission. For sending entry update requests to your respondents, see Sending Submission...

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...

The Send Post Data option in Form Builder allows you to send your form data to an endpoint via an HTTP POST request. You can use https://www.jotform.com/show-post-data/ as the endpoint or destination URL to view your submissions as POST data....

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 Field is one of Jotform's features 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. Below are the steps to view your browser's...

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...

Sometimes, you may experience some peculiar issues with your forms. Clearing your form cache is one of the basic ways to troubleshoot them. It's also a good way to refresh your forms. Clearing your form cache won't cause you to lose any data and...

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...

Webhook allows you to automatically send your form data to your endpoint or other apps. This guide shows how to set up a webhook with your form. https://www.youtube.com/watch?v=3xDXC6uaLew To add a webhook and send submission data to your...

When dealing with forms, apps, websites, signup pages, etc., a common struggle of admins and owners is dummy email addresses -- many users fill out forms with random, non-existent email addresses. So, if you ever need a way to verify an email...

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...

See also: Prefill 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 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....

This guide shows some useful tips when performing date calculations using the Date Picker form element and the Form Calculation widget. It's important that you're comfortable working with Form Calculation. To learn more, see Form Calculation....

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....

This guide shows how to use conditional logic to skip pages based on the form filler's answers. You can set the conditions based on your requirements. For this guide, the following demo form will be used as an example. It skips to a page depending...

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...

Update We are excited to announce that we have just released the new version of Jotform PDF Editor. We believe you're already familiar with our Customize PDF Report feature. However, if you like exploring new options to create a...

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. ...

Save and Continue Later, also known as Autofill or Continue Forms Later, offers ways for your form fillers to save their partially filled-out form. It is useful for long forms or forms with multiple pages. ...

This guide shows a sample code that you can use if you want your form to redirect to another website or back to the form after submission with a countdown timer. https://www.youtube.com/watch?v=8kRBZN-ahhY Here's how to set it up:...

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...

You can use the Show/Hide Field conditional logic if you need to show or hide questions on your form depending on the user's answer. https://www.youtube.com/watch?v=SP5YJj2pkUo As an example, this demo form is configured to show a...

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. This guide shows how to pass form data to another form...

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 send and save form data to a MySQL database after submission using PHP. A basic understanding of MySQL and PHP is required. https://www.youtube.com/watch?v=_Ua-thPgkBI Let's get started: Create your database...

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. Here'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 serious about GDPR compliance. 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...

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 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 to...

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 Field 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...

If you need to redirect your form fillers to a specific page after submitting the form, this guide will show you how. Note This guide is for classic forms. For card forms, see this guide....

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 users and customers and it's free for up to 2,000 subscribers. This guide shows how to connect your form to Mailchimp....

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...

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...

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...

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...

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...

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,...

To successfully integrate Jotform and Salesforce, you have to make sure API access is turned on in your Salesforce account, not just Jotform. Salesforce editions that enable API access are: Enterprise Edition Unlimited Edition Developer...

You can use CSS if you need to hide your form's field labels to match your site's style or simply don't like to display the field labels. This guide shows how to create the CSS code for hiding your form field labels. To apply the CSS code to your...

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...

Ever wondered how to integrate apps that don’t have integrations with each other? You can integrate with third party apps like Zapier, so you never have to sacrifice using your favorite apps for automation. Let's check out how to integrate...