Jotform to Stack

Transitioning from JotForm to Stack can enhance your marketing and CRM capabilities. This guide will walk you through the steps to migrate your forms, data, and workflows smoothly.

Preparation for Migration

Step 1: Review Current JotForm Setup

• Identify Key Forms and Data: List all active forms and associated data like submission entries and email notifications.
• Document Form Workflows: Note how each form interacts with your workflows and third-party integrations.
• Assess Data Volume: Evaluate the data volume, including form submissions and contact information.

Step 2: Define Migration Goals

• Set Clear Objectives: Decide what you aim to achieve with Stack, such as improved automation or better CRM integration.
• Prioritize Features: Determine which forms and data are crucial to migrate first.

Step 3: Prepare Backup

• Export Data from JotForm: Export all necessary data, including form submissions and templates.
• Backup Data: Securely back up all data before starting the migration.

Migrate Data

Step 1: Export Data from JotForm

• Export Form Submissions: Export submissions from JotForm as CSV files.
• Export Form Templates: Save copies of your templates for reference.

Step 2: Import Data into Stack

• Recreate Forms in Stack: Go to Sites > Forms in Stack and use the form builder to recreate your forms, ensuring all fields match.
• Import Contacts: Navigate to Contacts > Import Contacts to upload your CSV files.
• Set Up Custom Fields: Create any necessary custom fields in Stack to match your JotForm data.

Migrate Forms and Workflows

Step 1: Review Existing JotForm Workflows

• List Active Workflows: Document workflows triggered by form submissions.
• Evaluate Workflow Complexity: Assess each workflow’s complexity for replication in Stack.

Step 2: Recreate Workflows in Stack

• Create Automation Triggers: Go to Automation > Workflows in Stack to set up triggers for form submissions.
• Rebuild Actions and Conditions: Recreate actions like sending emails or updating records, and set up conditions to mirror existing workflows.

Step 3: Test Workflows

• Run Tests: Thoroughly test workflows before activation to ensure functionality.
• Adjust Settings: Make necessary adjustments based on test results.

Migrate Integrations and Notifications

Step 1: Recreate Integrations in Stack

• Identify Necessary Integrations: Determine which third-party tools need integration.
• Set Up Integrations in Stack: Use Stack’s integrations or Zapier to connect to external applications via Settings > Integrations.

Step 2: Recreate Email Notifications

• Set Up Internal Notifications: In Automation > Workflows, set up notifications for form submissions.
• Configure Autoresponders: Create automated email sequences to trigger upon form submission.

Final Checks and Training

Step 1: Perform Final Data Validation

• Cross-Check Data: Ensure all data has been migrated successfully with no discrepancies.
• Validate Forms and Workflows: Confirm all forms and workflows are operational in Stack.

Step 2: Train Team Members

• Stack Training: Educate your team on using Stack’s tools, focusing on differences from JotForm.
• Utilize Stack Support: Encourage use of Stack’s support resources for ongoing learning.

Step 3: Monitor and Optimize

• Monitor Performance: Track your new setup’s performance and make adjustments as needed.
• Continuous Improvement: Regularly review forms, workflows, and integrations to align with business goals.

Decommissioning JotForm

Step 1: Transition Period

• Run in Parallel: Consider running both JotForm and Stack during the transition to avoid missing critical operations.
• Gradual Phase-Out: Slowly reduce reliance on JotForm as Stack becomes fully operational.

Step 2: Cancel JotForm Subscription

• Final Data Backup: Ensure all data is backed up before canceling.
• Official Cancellation: Follow JotForm’s process to cancel your subscription.

Step 3: Post-Migration Review

• Review Success: Evaluate the migration’s success and document any lessons learned.
• Continuous Monitoring: Keep an eye on the system for any potential issues post-migration.