How to Install and Configure Jotform in MonkeyPod
MonkeyPod integrates with Jotform to bring information from your web forms right into your MonkeyPod! Interested in what Jotform can do for you? Check out our Jotform Overview.
Note: Jotform is a premium integration. Learn more about MonkeyPod premium apps and integrations!
How do I install Jotform in my MonkeyPod?
First, you'll need to make sure that you have a Jotform account. Don't have an account yet? Check out Jotform.com to sign up for one!
Next, install the Jotform integration in your MonkeyPod: Choose Apps & Integrations > Integration from the main menu. Find the Jotform App and click the "More info or install" link.
The next page displays details about the Jotform integration. Click the "Install" button to install Jotform.
The "Install" button then changes to "Manage / Update Settings". Click it to continue with the instructions below to configure those settings for your MonkeyPod.
MonkeyPod prompts you for your Jotform API Key. This allows your MonkeyPod to connect with your Jotform and use the form data. Locate your API key through your account at Jotform.com, and paste it into the field here.
Your installation is now complete! Jotform will appear in your Apps & Integrations menu under "My Apps & Integrations".
How do I configure my Jotforms in my MonkeyPod?
Once you have installed and configured the app, all of your Jotforms are listed in your MonkeyPod. You'll find them under Apps & Integrations > "My Apps & Integrations" > Jotform in the main menu.
To configure how MonkeyPod handles submissions from a form, select the gear icon for the form you're working on.
There are two parts to the Jotform submission handling setup:
1 - Form Submission Handling
In the "Submission Handling" section, configure how MonkeyPod should handle submissions received by that form.
- Capture Submissions: How do you want to capture submissions to this form, do you want it to work automatically whenever a submission of that Jotform is logged? Or do you want to manually import submissions?
- Create or Update Relationship: Do you want to create a new relationship record or update an already existing record?
- Log an Interaction: Do you want to log an interaction in the relationships record that they submitted this form?
- Assign a Relationship Role: What role do you want someone who has filled out this form to have?
- Add to a Pipeline: When someone fills out this form do you want to add them to a pipeline?
- Subscribe to an Email List: When someone fills out this form do you want to subscribe them to an Email List?
- Create an Action Item: Do you want to create an action item associated to the submission of this form?
2 - Question Configuration
In the "Questions" section, match the questions on your form to fields in your MonkeyPod. This is how MonkeyPod knows where to store the information from the Jotform submissions.
On the left is the Jotform field. Choose the MonkeyPod relationship field that it corresponds to from the drop down menu on the right.
Frequently Asked Questions
Is there way for me to view my Jotform from MonkeyPod?
Yes! When viewing your Jotforms list in MonkeyPod (Apps & Integrations > "My Apps & Integrations" > Jotform), click the "view form" icon associated with the Jotform of interest to display your form.
Is there a way for me to easily copy the link for the form from my MonkeyPod?
Yes! Click the "Copy URL" icon to copy the link to that Jotform.
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