Jotform to MarketingPlex (Migration Guide)

Modified on Fri, 18 Oct at 2:03 PM



This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to MarketingPlex. The goal is to ensure a smooth transition with minimal disruption, while fully leveraging MarketingPlex’s integrated marketing and CRM capabilities.


Preparation for Migration

Step 1: Review Current JotForm Setup

  • Identify Key Forms and Data: List all active forms in JotForm, including any associated data, such as submission entries, email notifications, and integrations.

  • Document Form Workflows: Record details of how each form interacts with your current workflows, email notifications, and any third-party integrations.

  • Assess Data Volume: Evaluate the amount of data (e.g., form submissions, contact information) to be migrated.

Step 2: Define Migration Goals

  • Set Clear Objectives: Determine what you want to achieve by migrating to MarketingPlex, such as enhanced automation, better integration with CRM tools, or cost savings.

  • Prioritize Features: Decide which forms and data are most critical to migrate first.

Step 3: Prepare Backup

  • Export Data from JotForm: Export all necessary data from JotForm, including form submissions, templates, and configurations.

  • Backup Data: Ensure all data is securely backed up before beginning the migration process.


Migrate Data

Step 1: Export Data from JotForm

  • Export Form Submissions: Navigate to each form in JotForm, select the form submissions, and export them as CSV files.

  • Export Form Templates: Save copies of your JotForm templates for reference during the recreation process in MarketingPlex.

Step 2: Import Data into MarketingPlex

  • Recreate Forms in MarketingPlex:

    • Navigate to Sites > Formsin MarketingPlex.

      • Use the form builder to recreate your forms, ensuring that all fields match those from JotForm.

  • Import Contacts: If you have contact information stored in JotForm, import this data into MarketingPlex by navigating to Contacts > Import Contacts and uploading your CSV files.

  • Set Up Custom Fields: In MarketingPlex, create any necessary custom fields that match the data you were collecting in JotForm.


Migrate Forms and Workflows

Step 1: Review Existing JotForm Workflows

  • List Active Workflows: Identify and document all workflows triggered by form submissions in JotForm, such as email notifications, data routing, and integrations with other tools.

  • Evaluate Workflow Complexity: Assess the complexity of each workflow to determine how best to replicate it in MarketingPlex.

Step 2: Recreate Workflows in MarketingPlex

  • Create Automation Triggers:

    • In MarketingPlex, navigate to Automation > Workflows.

    • Set up triggers for each form submission that replicates the logic from your JotForm workflows (e.g., sending notifications, updating contact records).

  • Rebuild Actions and Conditions:

    • Recreate actions such as sending confirmation emails, tagging contacts, or updating CRM records.

    • Set up any necessary conditions or branching logic to mirror your existing workflows.

Step 3: Test Workflows

  • Run Tests: Before activating workflows, conduct thorough testing to ensure they function as intended.

  • Adjust Settings: Make necessary adjustments based on test results to ensure smooth operation.


Migrate Integrations and Notifications

Step 1: Recreate Integrations in MarketingPlex

  • Identify Necessary Integrations: Determine which third-party tools you were integrating with JotForm, such as payment gateways, email marketing tools, or CRMs.

  • Set Up Integrations in MarketingPlex:

    • Use MarketingPlex’s built-in integrations or Zapier to connect to external applications.

    • Go to Settings > Integrations to set up necessary connections.

Step 2: Recreate Email Notifications

  • Set Up Internal Notifications:

    • In MarketingPlex, navigate to Automation > Workflows and set up internal notifications for when a form is submitted.

  • Configure Autoresponders: If you were using autoresponders in JotForm, set these up in MarketingPlex by creating automated email sequences that trigger upon form submission.


Final Checks and Training

Step 1: Perform Final Data Validation

  • Cross-Check Data: Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and MarketingPlex records.

  • Validate Forms and Workflows: Confirm that all forms and workflows are operational in MarketingPlex.

Step 2: Train Team Members

  • MarketingPlex Training: Provide training to your team on how to use MarketingPlex’s form builder and automation tools, focusing on the differences from JotForm.

  • Utilize MarketingPlex Support: Encourage team members to leverage MarketingPlex’s support resources and community forums for ongoing learning.

Step 3: Monitor and Optimize

  • Monitor Performance: Track the performance of your new setup in MarketingPlex, making adjustments as necessary.

  • Continuous Improvement: Regularly review and refine forms, workflows, and integrations to ensure they align with business goals.


Decommissioning JotForm

Step 1: Transition Period

  • Run in Parallel: Consider running JotForm and MarketingPlex in parallel during the transition phase to ensure no critical operations are missed.

  • Gradual Phase-Out: Gradually reduce reliance on JotForm as MarketingPlex becomes fully operational.

Step 2: Cancel JotForm Subscription

  • Final Data Backup: Before canceling your JotForm subscription, ensure all data is securely backed up.

  • Official Cancellation: Follow JotForm’s process to cancel your subscription and terminate services.

Step 3: Post-Migration Review

  • Review Success: Evaluate the success of the migration process and document any lessons learned.

  • Continuous Monitoring: Keep monitoring the system post-migration for any potential issues.



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