User Guide

 

Manage Forms

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People are eager to donate to your nonprofit, even if they don’t know it yet. Because when someone believes in your cause, it makes them feel good to support what you do -- which is a big reason why in 2016, US nonprofits collected a staggering $390 billion in donations (according to Giving USA). That’s a lot of dough! To put the number into perspective, that averages out to be about $1,200 per every citizen.

But the question remains: How does your organization get a piece of the giving pie? How does your nonprofit stand out in a world full of other charities that need help at the same time? At JotForm, we wanted to provide a resource to help nonprofits and schools navigate the awkward, tedious, and stressful world of giving. The following guide will help your nonprofit identify donors, optimize your site for maximum donations, use helpful technology, and much more.

How to Export All of Your Data at Once

With our Data Export feature, you can download all of your forms as HTML files, your submission data as a CSV file, and uploaded files, all in a single .zip file. To access this feature, go to your Account's Data page then click the green DOWNLO...

How to Search a Submission from the Submissions Page

Almost everyone is familiar with a Search Bar. Whether you're using Google, Bing, or just browsing some random website, you always use this to filter out results using a keyword (or a search query).On your Submissions Page, you also have this nifty f...

Form View Limits: What Is It All About?

Recently, there was a new feature released - Form Views. You can read more about it on our blog here:Announcing Pricing Modification: Form View LimitsNow, there might be some questions yet unanswered and we would be happy to answer them - which is th...

How to View Form Submissions

So your form has been getting lots of responses, and you need a central place where you can view all the submissions, edit them, respond to them by sending emails, print them, flag them for reading later - Delete them, download excel and CSV files am...

How Do I Receive SSL Submissions?

UPDATE: We are happy to announce that by default, all form direct links and embed codes are now secured by default. You can learn more about this news on our blog post here.Secure or SSL Forms are for secure communications between the client (i.e the...

How to Add or Group Your Forms into Folders

Here, we will teach you how to Add, Group, and even further Organize your Forms into newly created Folders for a cleaner look. This is expected as your account gains more forms that you build so this will help you so that you can find them easier and...

How to Export Form Data to Excel

You can now export your form submissions into an Excel format. Please follow steps below:1. Login to JotForm and go to the MY FORMS page.2. Click the form name you want to export submissions to Excel from then click the SUBMISSIONS button.3. On the S...

How to Save a Form

A lot of you may not realize it right away but normally your forms are saved automatically almost immediately after you update them. But what happens if you forgot to click Finish, or Complete, or Update, or even worse the Save Button? Perhaps in the...

How to Delete Form Submission Data

You have some old submissions you want to delete? You can do that directly on your submissions page.Here's a quick step-by-step that you can follow:1. First, navigate to your "My Forms" page, select a form and click the "Submissions" button. 2. ...

Import App: Easily Import Your Excel or CSV Data into JotForm

Importing your data in Excel or CSV format to your jotforms it's never been so easy. Here is how:1. Go to http://import.jotform.io/2. Click the IMPORT SUBMISSIONS NOW button.3. Authorize the app to access your forms by clicking the ALLOW button.4. Se...

How to View Form Revision History

UPDATE: With V4, it's now easier to view your Revision History.Just click the green circular arrow below the Form Name to launch the Revision History wizard.Form Revision History makes it possible for you to review older versions of your forms and wh...

How to Edit Submissions Made on Your Forms

Oftentimes, we find ourselves in a position where someone filled out form data, and later you discover a minor issue that must be corrected. Or, maybe a change related to your customers comes up after the fact, and you need to update their info. With...

How to Find the IP Addresses of Form Respondents

There are various options on how to obtain the user's IP Address from your submission data. If you need this information, you can have it by following the steps below:A. See the IP Address from Your Form Submissions Page1. Login to your account and g...

Flexible Data Integration With Salesforce

Salesforce is probably the most popular Customer Relationship Management tool. What makes it great is that it is highly customizable. You can customize the data fields for your contacts and leads according to your business needs. Today, we ...

How to View Incomplete Payments

If a user closes the browser or didn't settle the payment after being redirected to the Payment Page, this will be logged as an Incomplete Payment. It will only be posted as a valid submission if the user completed the payment and was able to complet...

How to Show Headers and Text in the PDF

By default, the Header Fields, Text Fields, and Image Fields are not included in the PDF format of a Submission. If you want these fields to appear in the PDF, you have to tick the "Show Headers and Texts" checkbox in the form submissions page.1. Go ...

How to Change Submission Date to a Different Format and Timezone

In your submissions page, you can see the "Submission Date" column. Are you having a hard time trying to see the date and time according to your time zone?You can change the format and set it to your own timezone preference by following the steps bel...

How to assign a status to submissions

In this guide you will learn how to manage your user's submissions approval, you can mark submissions as Approved or Disapproved using Hidden Box tool. This is somewhat like an Admin Approval System. This is very us...

How to Limit Submissions in a Form

A limit can be placed on the number of submissions a form receives. An expiration date can also be set for the form.Load the form into the form builder and take the following steps:You can find this advance option in Settings->Form Settings, there...

How to Send Submission Data & File Upload via FTP

Do you have an upload field in your form and you want to forward those submitted files directly into your own server? FTP Upload can do that. Please follow the steps below:1. Login to your account and go to My Forms page2. Click on the form that you ...

How to Clear Your Form's Expiration Date

You may have encountered a problem like this when editing your form:Chances are, you have used the form before and set a date for it to expire. And since the form has expired and you have reactivated it again, the expiration date is still set in the ...