Jotform Mobile Forms Webinar

WEBINAR TRANSCRIPT

Introduction

Annabel: Hi everyone. Thank you so much for joining our webinar: Everything you need to know about Jotform Mobile Forms. My name is Annabel, and I'll be presenting today. We'll also have David from our support team behind the scenes to answer any questions via chat. If you didn't know already, Jotform Mobile Forms is our reimagined app designed to break free of the limitations of where and when you collect data. With this app, you can improve your data collection and keep better track of submissions, reduce paper usage, and more. In today's webinar, we're going to go over the ins and outs of the product in a short presentation, show you a demo, and then answer your questions at the end.

OK. Without further ado, let's get started. I wanted to start with a few questions before we dive into the features and benefits of the product. So while we were developing Jotform Mobile Forms, we did a lot of user research, and we wanted to know what our users were struggling with. So I wanted to ask the question “How many of you are struggling with getting leads when you're at a conference or trade show, getting more complete data to make better business decisions, and getting data in real time when there's not a good Wi-Fi connection?”

So if you could please just type your answers into the chat panel, we can see what other people are thinking. OK, we're getting some yeses. So people are agreeing with us. That brings me to my next slide, which talks about Jotform Mobile Forms’s benefits. The benefits of Jotform Mobile Forms are that it really provide solutions to people's struggles with collecting data on the go, for getting information while they're offline, for building and adding forms in a place that's not their desktop.

Some of the benefits that our users will enjoy are an improvement in their data collection, keeping better track of submissions, reducing paper usage, better collaborating with teammates, and being able to collect data on the go. So we also have a variety of new features that are perfect for collecting data on the go or when you're in areas of spotty Wi-Fi. So, the first one I like to talk about is the advanced form fields. Advanced form fields allow teams to get more complete data by giving them the ability to collect unique types of data, such as taking a photo or drawing an image or geolocation or recording a voice or even getting a signature.

By having access to these advanced form fields, your data will be a lot more complete. And we have hundreds of these too. So once you get into the mobile Form Builder and you check it out, you'll be able to choose ones that work really well with your organization. The next feature that we absolutely love, and we know you'll love too, is kiosk mode. So kiosk mode allows users to collect multiple form responses on a single device during trade shows, conferences, and events. The cool thing about kiosk mode is it essentially turns your device into a survey station.

Each time somebody fills out your form, you have a few seconds, and then it automatically refreshes for the next person. Our third feature is offline data collection. We've talked about this one a couple of times already, but this basically enables users to collect form responses anywhere and anytime. And then once you're back online, your form responses will automatically sync. So this basically means someone who fills out your form will get their email response from you once you're back online, and it’s the same if the integration is used — that integration will be triggered once you're back online.

OK. So then we have assigned forms. Assigned forms is perfect for when you need to give someone inside or outside your company access to a form, but they don't need access to the entire account or to the admin side of things. So with the assigned forms, assignees can send, view, or manage responses. And they're able to basically have access to the form. This is good for conferences or for events to get real-time feedback and that sort of thing. And they don't have to worry about anybody tampering with any of your form fields or submissions or anything like that.

Then, we have customizable notifications. So this basically just means that you can choose which forms you want to stay up to date with by enabling or disabling their notifications. We also have easy form sharing. With this, you're able to share forms via email, text, or even through third-party apps such as Facebook, WhatsApp, Slack, or whatever your team is using. And then lastly, we have our mobile Form Builder. This is identical to Jotform’s desktop Form Builder. So you can create and edit forms no matter where you are.

And it's just as easy to build forms on the go as it is on your desktop. So that was just a quick overview of our features, and now I want to go into a demo to show you how they actually work.

DEMO — ASSIGN FORM

So I'm going to come back to the main My Forms section, and I'm going to show you how to assign a form to a teammate. Assigning a form, as mentioned earlier, is great if you want to give somebody access to fill out a form, open a form, and use kiosk mode. They have access only to the submissions that are received through that form. You can assign a form to, say, five people, but each of these five people will only have access to their own submissions. So they do not have access to any of the admin functions.

This works really well especially for conferences because maybe you have some temporary staff coming to help collect the leads, and they just need a form to get the leads and they don't need editing access or anything like that. So I'm going to click on Assign Form, and I have already included one person. I'm going to click Add New in the upper right-hand corner.

So we will add Jennifer Robin as our assignee. Click Next, and then we'll say Jennifer Robin.

We'll just say test.com. OK, perfect. And then for the message, you can do something here if you'd like.

We'll just say hi. We press save, and then your assignees will receive an email from Jotform that gives them instructions on how to access the form. It's super easy. All they have to do is use their email and they will be given a password, and then once they come through the app and use the email and password, they'll be able to access the form. Please note that if you assign a form, it's only available through the app. So your assignee must use the form within the app.

DEMO — KIOSK MODE

So I'm going to click on my form again. I will come down to open kiosk mode, continue without screen lock, and I'll just jump down to the bottom so we can just see how it works. Let's pretend I filled out the form to completion. I press Submit, and then I have the option to return to the form or to close kiosk mode. If I don't do anything, it will just take me back to the form. So again I'm going to submit. And then if I want to close it, I can close kiosk mode and then I'm back to My Forms.

So that was our demo, and now that we've seen how it works, I want to ask everyone, “How will you use Jotform Mobile Forms in your workflow?” If you could just please type in your responses to the chat panel again, we can read them out loud.

OK, so it looks like some people are saying, “Sign in for a class in kiosk mode.” Perfect. “As an internal audit form for seminars with kiosk mode.” “We will use it for submitting all of our forms for peer support.” Let's see. “We will use it for service forms, pre-site inspections, after a training class.” “We'll have students sign it, and we'll create a certification of attendance, trade show booth, signup forms, restaurant and retail feedback forms.”

Great. So these are all awesome use cases. Jotform Mobile Forms really is versatile for industries of all types. So one last thing that I wanted to touch on before we jump into the Q&A is that Jotform Mobile Forms has a really great offer until 2020 and that's no limit on the mobile forms. Essentially what that means is when you use the app, you won’t have limits on forms that you can edit and build, form fields, form submissions, form views, and form storage space.

Though please note that this is only available through the app and that your regular plan will be applied through the desktop version of Jotform. We have a really great FAQ on the Jotform Mobile Forms page. So if you could just check that out to make sure that you understand how the submissions would work if you receive them through the mobile app versus the desktop because they will count in different ways depending on how they're received.