Creating a JotForm - Part 1May 12, 2021
Wake up process
Brush teeth process
Get dressed process
- Efficiency for you and your team
- A consistent client experience
Panel containing Form Folders, Favorites, Archive and Trash
Forms within the selected folder or the main dashboard if no folder selected
Templates - Free or for sale
Themes for your forms - Form (page view) and Card (1 question at a time view) Themes
Features regarding HIPAA compliance, Mobile Forms, Secure Forms, Form Payments, etc.
Support / Help
- Plan Information
- Account Settings
- Account Settings
- Main Screen - The most important sections are the “Upgrade” “History” sections.
- Upgrade Account section - Displays all of the features included within each tier. If you ever forget what your account features are, this is where you would check.
Historical section - You can check form creations, edits, deletions and more. You can also verify that emails are being sent to the intended recipients upon submission.
- Click “create form” on the top left.
Select the appropriate option. For templates, check out our library.
- Select your layout preference.
- Title your form. (It’s alright if this changes. This just a quick interface run-through.)
- Add fields to the form. Adding fields is done by dragging and dropping the desired field from the left hand “Form Elements” menu.
Navigate to the Autoresponder emails.
- Select “Settings” on the top menu
- Click “Emails.” Green emails are form-filling party notifications and orange emails are account holder notifications.
Laying the Foundation of Your Form
- Efficiency - a foundation will allow you and your team to quickly implement the form once you all agree on the structure, flow and purpose of the form.
- Focus - a foundation enables you to identify redundant questions or information requests. It will also enable you and your team to create a cohesive form that will improve the client experience and data-gathering process.
- Troubleshooting - establishing a foundation before jumping into implementation will allow you to identify errors when the form is finally implemented. This will make the testing process and troubleshooting, much more efficient.
Example form: Tech Proficiency Analysis Outline
- Open a Google Doc, Google Sheet, Word Document or Excel Sheet (the simplest tool you can think of for outlining documents).
- Add a table with multiple rows and columns. You will most likely merge key section titles/ headings and chunks of text.
- Add a title section.
- Identify the essential data you need to gather. Always include a Name and Email at the top of your form. Form builders need to know who to send autoresponders to and how to address the form-filling party.
This blog is written by the Sphynx Automation team to help DIYers use web-based apps.
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