Platform Integration: How to add a form in Facebook Page?

  • Lasonya_adams
    Asked on January 31, 2023 at 5:51 PM

    Good evening


    I am a tax professional and I would like to know how can I upload a link to my facebook page so my clients can fill out the forms and upload documents. Can you please explain to me how may I do this. My contact information is 817-443-4320 or ladams@unlimitedtaxestx.com



    Thanks

    ladams

  • Joshua_T JotForm Support
    Replied on January 31, 2023 at 11:24 PM

    Hello Lasonya,

    Thank you for reaching out to Jotform Support. I understand that you want to create a form where it allows your users to fill out the form and then upload documents. Doing that is easy. Let me show you how:

    • First, Create a form that contains all the fields you want your users to fill out.

    1675224971 63d9e78b6513e  Screenshot 10

    After you created your form in the Form Builder, please follow these steps:

    1. Click Publish in the top menu.
    2. Go to the Platforms tab.
    3. Select Facebook from the options.

    jotform add to facebook option Screenshot 21

    1. Click the Add Jotform Tab button.

    jotform facebook add jotform tab button Screenshot 32

    1. Assuming you’re logged in with Facebook, select the page from the dropdown and click the Add Page Tab button.

    jotform add to facebook Screenshot 43

    1. Go back to your Facebook page after successfully adding the tab.
    2. On your Facebook Page, click More and you will see a Contact Us tab. Click it to view your form.

    jotform facebook tab Screenshot 54

    See our article about How to a Contact Form to Your Facebook Page for more information.

    Let us know if there’s anything else we can help you with.