Customize Complex or Simple Forms with Ease

I’m the primary user of JotForm at our company; however, a number of folks have decided to get their own accounts as well over the past year. The primary purpose that we have selected and continue to use JotForm is that it allows us to create professional processes and systems that allow the staff to spend their time more efficiently all while using a friendly user interface. To give a current example: As you can imagine, in the height of the COVID-19 pandemic, a number of events that we organize have been canceled or postponed. With these situations, our team must work with the hundreds of exhibitors for each show to determine how their payments will be allocated (toward a virtual trade show, toward next year’s show, as a refund, or a combination of these options depending on the client’s direction). Rather than sending out an email and then having our staff collect emails and compile information, we’ve developed a form template that we clone and then customize for each show. When we send the initial email explaining the options, we then include a custom link/button directing them to the form with the company name we have on file in the “Company Name” field of the form. Depending on their allocation selection, additional questions may appear. Depending on various responses, customize confirmations are sent to the exhibitors when the form is submitted. Likewise, custom notifications are sent to our team. The information is also fed into a Google Sheet. We’ve also added another sheet within the google workbook, which has all of the companies listed. Using the Company Name in the form response tab and the company names in the second tab, we were able to pull over responses. This has allowed us to see who has and, at times more importantly, who has not responded. Having all of this information in one place will allow our accounts team to be able to more easily allocate the funds of the hundreds of exhibitors.