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Setting up Email Notifications

Setting up Email Notifications on your web forms is as easy as 1-2-3. You'll be able to get emails whenever you receive a response from your web forms including checking them out from almost anywhere.IMPORTANT NOTICE: If you're trying to tes...

Setting up an Autoresponder Email

If you want an instant, pre-written reply, or you want the submitters to get a copy of the data they have submitted on your form, then you will need to set up an Autoresponder Email, so let's get started!A. Click SETTINGS at the top of the Form Build...

How to View Form Submissions

So your form has been getting lots of responses, and you need a central place where you can view all the submissions, edit them, respond to them by sending emails, print them, flag them for reading later - Delete them, download excel and CSV files am...

How Can I Cancel My PayPal Subscription?

If you are trying to cancel your subscription that you have created directly over PayPal and are receiving an error telling you that you should contact support, or you get a message that it will be cancelled manually and you need it cancelled now, yo...

A General Approach on Building an Approval Process Workflow

Create an approval process in JotForm. Different companies/businesses will always have their own 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 wo...

How to Share Forms with a Sub-Account User

UPDATE: Effective October 2018 the Sub-User feature has been discontinued and is no longer available for creating new sub-users. If you had been using this feature previously, you're grandfathered. If you would like to have additional users ...

How to Search a Submission from the Submissions Page

Almost everyone is familiar with a Search Bar. Whether you're using Google, Bing, or just browsing some random website, you always use this to filter out results using a keyword (or a search query).On your Submissions Page, you also have this nifty f...

How to Let Users Update Their Form Submissions at a Later Date

You can now let users update an entry on a later date. To do so, first create an auto-responder email if it is missing on your form (autoresponders exist by default on new forms). Then add an {edit_link} tag to the...

How to Delete Form Submission Data

You have some old submissions you want to delete? You can do that directly on your submissions page.Here's a quick step-by-step that you can follow:1. First, navigate to your "My Forms" page, select a form and click the "Submissions&qu...

How to Set Unique Submissions on a Form

Sometimes you may want to prevent form 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, Loose Check...

How to Post Submission Data to Thank You Page

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 script....

How to Customize the Submit Button with CSS

UPDATE: Try Form Designer video course to create fantastic Submit Button styles!Did you know that green and blue are the most relaxing colors? That's why they're used by the most popular websites out there to help users feel good surfing those websit...

How to Setup a Recurring Payment Option

Let's say your magazine site sells subscriptions, and you want to allow users to make payments periodically , but you don't want to bother them to come back to your site and fill out the form each month. Or, let's assume you run a charity site, and y...

How to set Form Limits Based on a Unique Question

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&nb...

How to Cancel a Subscription and Downgrade Back to Free

If you want to cancel your subscription, please follow the steps below:1. Make sure you are logged in using your JotForm account/username at https://www.jotform.com/login.2. Next, hover/click the profile icon&n...

How to Edit Submissions Made on Your Forms

Oftentimes, we find ourselves in a position where someone filled out form data, and later you discover a minor issue that must be corrected. Or, maybe a change related to your customers comes up after the fact, and you need to update their info. With...

How to Conditionally Disable the Submit Button in JotForm Cards?

In JotForm Cards, you can disable the submit button based on a condition and show form error messages if needed.Let's say you want to create a form that asks a code within a number field and the form cannot be submitted if the code is not correctly e...

How do I work with Square Subscription and cancel it in JotForm?

JotForm has been supporting Square Recurring payment since January 2019. You can collect your  subscriptions and recurring payments by using JotForm with Square. We are using Card On File feature of the Square. By this way, JotForm ...

How to Export All of Your Data at Once

With our Data Export feature, you can download all of your forms as HTML files, your submission data as a CSV file, and uploaded files, all in a single .zip file. To access this feature, go to your Account's Data page then click the green DO...

How to use Notification and AutoResponder emails in HIPAA accounts?

HIPAA Compliance requires protection of sensitive healthcare data in every possible way. JotForm takes the necessary measures to protect healthcare data while they are stored in JotForm HIPAA Compliance system. However, sharing this data on insecure ...

How To Include Submissions As PDF Attachment In The Email Notifications

UPDATE: We are excited to announce that we have just released the new version of JotForm PDF Editor. With JotForm, it is possible to attach submission PDF files to notification emails and track your submission data directly...

Paypal Incomplete Payments FAQ

What is IPN?IPN (Instant Payment Notification) is a POST message sent by PayPal (for regular merchant accounts) whenever a transaction is completed on their side. This message contains all the data regarding the payment transaction completed by a for...

How to Setup a One-Time Payment Subscription

JotForm supports a handful of Payment Processors that would allow you to collect payments through your forms. You can sell products, get a user defined amount, collect donations or sell subscriptions.When dealing with subscriptions, you may need a wa...

How to let users view their submission?

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 Notif...

Where to Find the Submission ID?

Submission ID - When the form is submitted, it is called submission. Each submission has a unique Submission ID. It is a long string of numbers generated on the server side after submission.In some cases, third-party apps configuration, usin...

How to Share Form's Submissions Page

Sharing your Submissions Page lets your clients or forms users to view, print or download the entire submission data to Excel, CSV or even PDF. To share your form's Submissions Page, follow the steps below:1. Go to your MY FORMS page.2. Select the fo...

Understanding Your Account Usage and Limits

Confused on how your account limits work? Don't worry, in this guide we got you covered. Here, we will help you understand the different limits that your account has based on the subscription or plan that you are into.First, please visit our PRICING ...

How to Enable IPN on your Paypal Account

IPN (Instant Payment Notification) is a POST message sent by Paypal (for regular merchant accounts) whenever a transaction is completed on their side. This message contains all the data regarding the payment transaction completed by a form user. Go t...

How to Change Billing Credit Card

This guide is only applicable for the subscriptions paid through our default payment processor, Stripe and our alternative payment processor, FastSpring.To update your billing card, follow these steps:1. Click the user icon found on top of the page2....

How to Create a Customized PDF or Google Doc for Your Submissions

UPDATE: We are excited to announce that we have just released the new version of JotForm PDF Editor.Hey to our JotForm users! I believe you are already familiar with the Customize PDF Report feature that we have. However, there's an...

Applying Form Submission Data into a PDF Document

JotForm's PDF Editor automatically turns collected form submission data into professional, elegant PDFs that are easy to share with colleagues and customers. Our goal is to lessen your workload and automate the building process as much as possible. S...

How to Upgrade My Account

***IMPORTANT NOTICE: Make sure you are logged into your JotForm Account before proceeding. Also, please note that All Subscription Plans are Automatically Recurring meaning they will re-bill you in the future on the Date of Purchase unless y...

How to send Submissions to Your MySQL Database Using PHP

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 the this guide:  Assuming that you have set your form to post data to a custom URL page, you will have do s...

How to View Incomplete Payments

If a user closes the browser or didn't settle the payment after being redirected to the Payment Page, this will be logged as an Incomplete Payment. It will only be posted as a valid submission if the user completed the payment and was able to complet...

How to Show or Hide Fields on Edit URL

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 on the...

How to Print the Form with the Users Data

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 depending if you are just starting wi...

How to Change Submission Date to a Different Format and Timezone

In your submissions page, you can see the "Submission Date" column. Are you having a hard time trying to see the date and time according to your time zone?You can change the format and set it to your own timezone preference by following the...

How to Change Email Subject or Make It Dynamic

Sometimes you may want to change the email subject of received form emails. You can easily do this with our emails editor. To customize the email subject of the email notifications or autoresponders: - Open your form in the editor....

How to Setup Sub-Folders in Dropbox Using the Unique ID Widget

You have integrated your form with Dropbox. However, you want Dropbox files into unique custom folder names. The Unique ID Widget can be very useful when it comes to creating custom folders in Dropbox.If you want to configure your Dropbox integration...

How to Include a Link on the PDF Copy of Submissions

Let's say you have a Contract Form. And, if you want to have the Headers and Texts that is on the form to show on the PDF copy of submission when you download it or when you include it in the email notification sent to you or in the email autorespond...

How To Assign Status To Submissions

In this guide you will learn how to manage your user's submissions approval, you can mark submissions as Approved or Disapproved using Hidden Box tool. This is somewhat like an Admin Appr...

How to Limit Submissions in a Form

A limit can be placed on the number of submissions a form receives. An expiration date can also be set for the form.Load the form into the form builder and take the following steps:You can find this advance option in Settings->Form Settings, t...

How to Send Submission Data & File Upload via FTP

Do you have an upload field in your form and you want to forward those submitted files directly into your own server? FTP Upload can do that. Please follow the steps below:1. Login to your account and go to My Forms page2. Click on the form that you ...

How to Pre-Populate the Same Form with Data from a Previous Submission?

Sometimes, there are cases when multiple submissions are made to a form, one after the other, and the same data (for some fields) is repeatedly typed for each submission.You can set up the form to copy the data from the previous submission and pre-po...

Configuring PayPal Express Integration

Getting startedJotForm's PayPal Express integration requires a Business PayPal account. If you don't have one yet, sign up or upgarde your existing Personal account.If you want to use PayPal's pop-up (in-context) payment system, the items you are sel...

Encrypted Forms and How to Use Them

An Encrypted Form offers another layer of security on top of the already secured forms and submissions we offer. You may have read about this on our blog, Introducing Encrypted Forms: The Ultimate in Online Form Security.If...

How to Have Sub-Category or Sub-Labels on an Order Form

Have a long line-up of products in your Payment Form? Wouldn't it be better if they are organized into grouped categories or have sub-labels to easily spot them among the long list of items or products?This guide will show you how to add Sub-labels i...

How to Add a Sub-Category to an Order Form

This guide will show how to expand even further the sub-label feature shown on this guide. We will add a sub-category group that further organized the products/items of a Purchase Order&a...

How to Have Unique Question Using Multiple Fields

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 not...

How can I use JotForm Mobile Forms without internet access?

No internet connection, no Wi-Fi? No need for paper forms — JotForm Mobile Forms lets you work offline so you can collect data on the go. So, how to use offline forms through Jotform’s Mobile Forms app? First step, install our app on you...

How to Enable IPN for Paypal Pro

1. Log on to your Paypal account 2. Click Profile on the My Account tab.3. On the Profile page, under Selling Preferences, click Instant Payment Notification preferences4.  Click Choose IPN Settin...

How to integrate GoCardless to your form?

GoCardless is creating a new international payments network to rival credit and debit cards. It's ambition is to break down barriers so businesses can quickly and easily take payments from anyone, anywhere in the world. You can learn more about GoCar...

Create Sub-Products Based on a Product Option

There are times when you offer a product with multiple variants and you want your customers to be able to choose many of them. Instead of creating a separate product entry for each variant, JotForm can automatically create sub-products for you by spe...

Add a Date on Email Notification

You may need to add submission dates in email notifier or in your Thank You message. In order to accomplish this, use {DATE} tag like the following.If you use {DATE} without a parameter in your template it will be ...

How to Edit the Email Template for Notifications and Autoresponders

One important aspect of JotForm is the ability to receive emails for each new submission. We call these Email Notifications. Your respondents can also get emails for each submission as a sort of an automated response, which we call Autoresponders.Rel...

Recurring Payments With Dwolla and JotForm

Unfortunately, Dwolla is discontinuing this product as of October 2018. Please check our great alternatives here! To start with receiving recurring payments with Dwolla via JotForm:1. Create a Dwolla application for JotForm (take note of the applicat...

How to Save PDF Submissions on the Mac App

It's possible to save out a PDF of your Submission Data from within our Mac App which you might find useful if you wish to keep your submissions as a PDF record.(1) To do this simply Open up the JotForm Mac App.(2) At the very top toolbar in the far ...

Confirmation Page Tricks

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 ...

How to Change the Text of the Edit Link in Your Email Alerts

You now have discovered how to add an edit link to your email alerts (notifications/autoresponders). That allows you or your user to edit the submission using the link. By default, the text shown in the email received is "Edit ...

Setting Up Dwolla Integration With JotForm

Unfortunately, Dwolla is discontinuing this product as of October 2018. Please check our great alternatives here!Getting StartedA Dwolla merchant account is required for this integration. Sign up for a Dwolla account if you don’t have one yet.To st...

How to View Your Forms and Submission Data in JotForm Mobile Forms App

You've logged into your JotForm account through the app. Now what?  There are quite a few features packed into JotForm Mobile Forms, so we've created this guide to help you out.If you haven't downloaded, installed, and synced the a...

How to Create an RSS Listing Report

To create an RSS feed for your form:1. Go to the MY FORMS page.2. Select the form you want to generate a report from.3. Click the REPORTS ▼ menu.4. Then click ADD NEW REPORT.5. On the modal popup, choose RSS LISTING then click NEXT....

Create a Submission Limit Using JotForm with PHP and RSS Reports

Update: Submissions limit has been implemented as a Jotform core feature. Check this guide to learn how: How to Limit Submissions in a Form.For those who urgently need the submission limit feature, we have a quick solution for you.But first thing's f...