JotForm is a way for you the customer to build in custom forms for your Text Pages, such as a Contact Us page, or Inquiry for more Information page. I'll take you through some basic steps and how to get this added to your Text Page.
Applies to Version(s): 3.7.X - 3.8.2r3
Complexity Level: Medium
Estimated Time for Completion: 20-30 minutes
What is JotForm
Note: There are other options out there, this is just one of the more commonly used form creators.
JotForm is a web bases WYSIWYG form builder. It has an easy to use drag and drop feature that allows the user to easily customize a form any which way they want. The integration will easily allow you to create a custom form in which your customers can make simple requests or contact you.
How to use JotForm
First, you will need to sign-up for a free account at JotForm, after this, you will see multiple options.
Note: The Email you use to sign up with JotForm will be the email that all requests are sent to, so please make sure it's an email that is frequently being checked.
Once you decide how you want to set up your form you can start putting it together. I've created a test form that is basic but yet very straight forward.
This was very simply put together using the Quick Tools, dragging, and dropping each filed I wanted. Some fields such as "Contact Date" and "Requester Information" are custom named, so you can provide whatever name you would like to those fields as such.
When you're creating these forms, they will autosave your information, so if you have any kind of ISP outage or your computer restarts on you, you will be able to go right back to JotForm and pick up from where you left off.
Here are some of the basic features of JotForm:
You can customize each of the drag and drop-boxes, adding images and formatting the heading of the form so it fits more neatly within the design of your website. You can also upload forms or files for your customers within this area as well.
These are pre-built fields you can drag and drop and then rename each of the fields if you desire to do so. These are very straight forward and easy to use.
If you would like to have a different kind of Survey on your site each week or daily for products, features, etc you can create a form to take your customer opinions and see what works for them and what doesn't.
Allows you to integrate a Payment Gateway directly from this area. This feature may not be widely used as this is a shopping cart already and does have built-in Payment Gateways.
Allows for you to provide more information for your customers, links to YouTube, Terms & Conditions, or even allow your customers to snap a photo of themselves on their computers to add to the form.
Where to place JotForm
Now that you've created your form and have it put together the way you would like, you can now preview the form to see how it looks.
Once you click on this you will see your form, there will also be links and code that you can grab to place in your cart.
The Source Code image above shows you what we need to copy and paste for our Cart.
Once in your cart, you will want to navigate to Content>Pages>Select Page you will be editing>Page Details
Then paste the code form the section you see below into here.
Now that we have the code where we want it, make sure to save that page and then take a look at it on the Front End of your Website.
You can always make changes to what you've created on JotForm if that form doesn't fit your needs and design.
This is what it looks like on my Contact Us page on the Website
If you need assistance with implementing this, contact your account rep at 602.734.0244 option 1.
Links to Related Articles
If you didn't get your question answered, please contact the Pinnacle Cart Support Team. To submit a ticket, go to the My Account drop-down menu at the top right of the admin area and select Support.