JotForm WordPress Integration: 3 Easy Methods

on ETL, ETL Tutorials, JotForm, WordPress • December 8th, 2021 • Write for Hevo

JotForm WordPress - Featured Image

The success of an Online Business is built on ensuring proper and effective communication between the customers and the team. When it comes to Online Businesses, it’s a constant competition to gain a customer’s attention.

JotForm is one such plugin that can help businesses achieve this. It’s a SaaS Form-building Company that allows you to design stylish and adaptable forms. On the other hand, WordPress is one of the most popular Content Management Systems that businesses around the globe use to create visually appealing websites. They use it to ensure that their product and services reach the maximum number of users on the Internet effectively. Hence, setting up a JotForm WordPress Integration makes complete sense. It’ll allow you to manage your CMS, get in touch with your customers/visitors straight from your Website using the JotForm-based Polls, Survey’s, Subscription Forms, etc.

In this article, you’ll understand the step by step procedure to set up the JotForm WordPress Integration. You’ll also gain an in-depth understanding of both of these platforms and the features they offer. Finally, you’ll get to know how JotForm WordPress Integration can be beneficial for your business. Read along to find out more!

Table of Contents

Prerequisites

  • An active JotForm account.

What is JotForm?

JotForm WordPress  - Jotform logo
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JotForm is a popular Cloud-based Form Automation tool that lets users design, administer, and track online forms and client answers. It helps users with Lead Generation, Order Payment Collection, Customer Surveys, Job Application Management, and Event Registration. It comes with a One-Page-Per-Question Survey Structure and various built-in templates and themes to assist users in customizing their forms. Jotform also has a central Dashboard, as well as Emojis, Icons, Animations, Video Backgrounds, and other features in the Form Builder.

Users may add widgets like Checklists, Image Sliders, Terms and Conditions, Date Selections, Tables, and more to their forms using JotForm. Email support, chat support, training videos, and an online support forum are all available for a monthly subscription cost from JotForm.

JotForm offers a variety of subscription options for groups and businesses of all sizes. Users with simple needs or those who want to experience the service for free can sign up for a free, non-expiring basic plan. Non-profit organizations are also eligible for a 50% discount on all subscriptions.

Key Features of JotForm

The following are some of JotForm’s primary features:

  • Kiosk Mode: It allows customers to gather multiple form responses from different people using a single device at trade fairs, conferences, and events.
  • Assign Forms: This feature allows users to distribute specific forms to members of a team, who can then read, send, and manage responses.
  • Customized Notifications: It allows users to filter form submissions and decrease clutter by customizing notifications. When a new response is submitted, it sends out a notification.
  • Integrations: To boost a group’s efficiency, JotForm may be integrated with a variety of third-party programs such as Google Sheets, Slack, Salesforce, and others.

What is WordPress?

JotForm WordPress  - wordpress logo
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WordPress is Free and Open-source website creation, publishing, and management platform. It’s a straightforward way for Bloggers and Publishers to post their work online. It was built to be a Blog Content Management System (CMS), therefore it has a number of features that are specific to that use case.

One of the most tempting features of WordPress is that it does not require any prior coding experience to build and maintain a website. It comes with drag-and-drop capabilities for building a website from the ground up, as well as a wide library of commercial and free themes that span practically every field.

WordPress is SEO-friendly, which means users can create material that appeals to both visitors and search engines. It can be used to make Blogging Websites, Corporate Portfolios, E-Commerce Websites, and a variety of other things.

Key Features of WordPress

The following are some of WordPress’ most important features:

  • Efficient SEO Optimization: WordPress optimizes your content for SEO (Search Engine Optimization) and generates numerous SEO Signals for your content automatically.
  • Ease of Use: Creating and maintaining a WordPress website does not require any technical knowledge. The platform is simple to use and saves you the time and effort of creating a website from the ground up.
  • Several Staff Editors: WordPress allows you to add multiple editors and offer them access to the website. You may distribute responsibilities and allow different team members to develop material at the same time in this manner.
  • Themes: WordPress has a large number of user-friendly themes that you can use to give your website the perfect appearance and feel without having to know how to code.

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3 Methods for Building JotForm WordPress Integration

The JotForm WordPress Integration can be set up using these methods:

JotForm WordPress Integration Method 1: Using Embed Form Plugins in WordPress

Install our embed form plugin for WordPress.org users, and then utilize shortcodes to embed the form. Install the Embed Form plugin first.

  • Go to your WordPress Admin Panel and log in to your account.
  • Select Plugins > Add New from the drop-down menu.
  • In the search bar, type “Jotform”. You will find three different plugins available. “Jotform Online Forms – Drag & Drop Form Builder, Securely Embed Contact Forms” is the name of the Embed Form plugin
  • Select “Install Now” from the drop-down menu,
JotForm WordPress  - Adding Plugin
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  • To activate the plugin, click the Activate button.
JotForm WordPress  - Jotform plugin
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  • The Jotform pencil icon will now appear in your WordPress post/page.
  • Clicking the icon will open a window where you can select the form you’d want to embed as long as you’re logged into your Jotform account using the same browser.
JotForm WordPress  - Jotform icon
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  • You can now search for the form in the list and choose the desired one as per your requirements.
JotForm WordPress  - Selecting form from wordpress
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  • If you’re using WordPress’s newest editor, GutenBerg, you’ll need to add a Classic Block to your post or page before you can use the Jotform button to create a form.
JotForm WordPress  - Contact form
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  • When you select the form and click the Continue button, the following shortcode will be added to the post/page:
JotForm WordPress  - Contact form
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  • You can now save the page. The form will be embedded in your post or page. Click the Preview button in the Form Builder to get your Form’s URL.
JotForm WordPress  - Preview jotform form
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  • When you paste the Form URL into a WordPress post or page, the oEmbed plugin will automatically recognize the form and embed it.
  • The form is immediately loaded or shown when you paste the Dorm URL:
JotForm WordPress  - Empty Form
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You can use the Feedback Form Plugin: Jotform Feedback Button to create feedback forms.

  • Simply navigate to Settings > Jotform Feedback Button after installing and activating the plugin.
  • Select the form from the window by clicking the Search Symbol next to the Form ID box. For as long as you are logged in with your Jotform account, the popup will automatically log you in.
  • To select/add the form, click the Continue button.
JotForm WordPress  - Selecting jotform form
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Once you’ve finished configuring the other options, click the Save Changes button at the bottom to cement your changes. That’s all there is to it!

You will now see the feedback button in every post/page of your website after saving the changes:

JotForm WordPress  - Feedbck Button
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This completes the 1st Method of JotForm WordPress Integration!

JotForm WordPress Integration Method 2: Using WordPress Embed Mechanism

  • If you don’t want to utilize a plugin, you can use the embed techniques to add the form to your post/page.
  • Click the Publish button on the form builder. Search for WordPress under the “Platforms” category.
JotForm WordPress  - WordPress extension
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  • Choose the WordPress Variant that best fits your needs from the list.
  • Follow the instructions under the WordPress.org option if your website is self-hosted and uses “WordPress.org” files.
JotForm WordPress  - WordPress.org
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  • Add the Custom HTML block to your WordPress post/page and paste the embed codes there.
JotForm WordPress  - HTML JotForm
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  • If the WordPress Embed doesn’t work for any reason, use the iFrame method: Getting-the-Form-iFrame-Code. It could, for example, come into a JavaScript Clash with other code on the website.

This completes the 2nd Method of JotForm WordPress Integration!

JotForm WordPress Integration Method 3: Using the Embed Approach for Hosted ‘WordPress.com’ Users

  • Adding a Jotform form to a WordPress.com-hosted website is as simple as pasting embed tags around your Form’s URL in your post.
  • Paste the Embed Tags for your form into the Shortcode or Custom HTML area.
JotForm WordPress  - Jotform form
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This completes the 3rd Method of JotForm WordPress Integration!

Conclusion

From the article, you learned how to build a JotForm WordPress Integration from scratch using one of three techniques and got a good grasp of JotForm and WordPress, as well as the key features that they provide.

However, tracking data from JotForm WordPress Integration and analyzing a huge number of forms, especially as your data volume grows, can be a difficult effort. Hevo saves you time and effort by simplifying the process.

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Hevo Data provides its users with a simpler platform for integrating data from WordPress & 100+ Data Sources (including 40+ Free Sources) for Analysis. It is a No-code Data Pipeline that can help you combine data from multiple sources. You can use it to transfer data from multiple data sources such as WordPress, WooCommerce, etc., into your Data Warehouse, Database, or a destination of your choice. It also provides you with a consistent and reliable solution to manage data in real-time, ensuring that you always have Analysis-ready data in your desired destination.

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Share your experience of learning about JotForm WordPress Integration. Tell us in the comments below!

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