To change that, click on the Phone Number element and then click the gear icon ( Figure E).įigure E The Phone Number element is editable, like all other elements in the form.Ī new sidebar will open ( Figure F), where you can change any aspect of the element. By default, the phone number is a required option for this form. The first thing I might do with the Customer Registration Form is to change the requirement of the Phone Number. With your logo now in place, you can begin customizing all of the elements within the form and even add some of your own. One of the first things asked for in the Customer Registration Form is the uploading of your organization’s logo ( Figure D).įigure D Uploading an organizational logo will probably be the first thing you do for your first form. I’m going to select the Customer Registration Form.įigure C There are over 10,000 templates to choose from. Scroll through the templates ( Figure C), find a template that best suits your needs, and click Use Template. Not only will this make learning the platform easier, but it’ll also give you some great ideas on how you can leverage forms for your business. ![]() I suggest you select Use Template for your first form. ![]() In the resulting window ( Figure B), you can either create a form from scratch, use a template, import a form or create a signable document.įigure B The Jotform Create a Form window. Log in to your Jotform account, and click CREATE FORM in the upper left corner ( Figure A).įigure A Figure A: The Jotform main window is where you manage your forms. Sign up for the free Starter plan to see if this service is right for your company. The only thing you’ll need for this is a valid Jotform account. What you’ll need to create a form in Jotform Now that your interest is piqued, let’s take a look and see just how easy it is to create a form with Jotform. Silver: $24.50 per month for 50 forms per month.Bronze: $19.50 per month for 25 forms per month.Jotform features conditional logic, save and continue, form translation, ACH Payments, Google Analytics form tracking, offline forms, drag-and-drop creation, custom CSS, embedded forms, answer piping, customer relationship management integrations, Google reCAPTCHA, form management, email validation, recurring donations, electronic signatures, pre-populate forms, and much more. SEE: Hiring Kit: Database engineer (TechRepublic Premium) What is Jotform? Jotform is a great way to handle this process. Either way you use them, forms are a great tool for your business. ![]() Or, you could use a form to collect payment for products and services. A form is a questionnaire you fill out that allows users to answer questions and submit those answers to you, where you collect the data to better understand your audience and make better-informed business decisions. One of the easiest methods of collecting data lies in the form. No matter the size of your organization, you probably need to collect information either from customers, clients or even in-house staff, but how do you accomplish such a task? For more info, visit our Terms of Use page.ĭata is everything to so many businesses. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews. We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. In this Jotform tutorial, Jack Wallen shows you how to create your first form for easy data collection.
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