How to create Jotform “Save my Spot” form

Table of Contents

1. Link to Main Section 1

2. Link to Main Section 2 

3. Additional Instructions

4. Other Details

Overview of the SOP - Save my seat is used to capture hot leads and get the sales team to call 

Resources {Heading 1}

https://www.jotform.com/myforms/

Main Section 1 {Heading 1} - [This is a simplified set of instructions for the SOP.  Helpful to reference when someone is already familiar with the details but just need a reminder.]

1. Open Jotform and go to the brand that you are working on

2. Look for a similar form (Ex. Golf Summit 2023 Save my Seat! Early), click on more, and look for the Clone option. Then, clone the form (Ex. Golf Summit 2023 Save my Seat! Early)

3. Edit the form builder if necessary. You MUST have the fields Name, Email, Phone, and maybe address

4. Go to Settings and click on the email button on your left side. If you want to receive an email every time a person fills out the form,add your email

5. Go to Thank You Page button on your left side. You have two options. First, just a thank you notice after submission, or you can redirect them to an external link

6. Go to Integrations. Integrate it with Mailchimp

7. Ready to be publish now. Click on PUBLISH and you can copy and paste the link or use the embed code to add it to a website. 

Main Section 2 {Heading 1} - [This is a more detailed set of instructions dedicated to the SOP.  These directions should show and walk an employee through a process with little to no previous experience.]

Additional Instructions {Heading 1} - If there are other topics or processes pertinent to the SOP,  include them here. 

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Other Details {Heading 1} - Include other reminders, fyi’s for the SOP

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