1. Go to https://www.jotform.com/ and sign up for an account.
2. Go to your email and confirm the creation of your account.
3. Now that your account is taken care of, login at JotForm!
4. Once logged in, you will see the page below. Click "Create Form" on the left-hand side.
5. You should see a page giving different options for the kind of template you will start with. For this tutorial, we will use a blank form. So click on "Create" under the blank form option.
6. You will now be asked to name your form. You can name it whatever you want, but we will name ours "Example #1".
7. Next, click on "Add Form Element" on the left-hand side.
8. A list of field options will appear on the left-hand side after clicking "Add Form Element". You can scroll down to view more options. Scroll down until you see "Short Text Entry" and click on it.
9. Our first field has been added! Now we need to name it.
10. Click on the highlighted portion "Click to edit.." and type in "Carrier Name". It will look like the example below.
11. Now, lets add another field by clicking "Number" on the left-hand side under Form Elements.
12. We will need to name the number field now, so click the highlighted portion "Click to edit.." and rename it "Face Amount".
13. Now that you've finished these first two fields, feel free to add more fields from the chart below as desired. Keep in mind that the type and name of field are extremely important. The chart below includes the field names and types that must be used. The spelling and capitalization must be the exactly the same for each name.
14. Once you have finished adding fields, click on "Publish". You will be redirected to the page below. Click on "COPY LINK".
15. Open another page in your browser, and go to dashboard.ixn.tech
16. You should see the page below. Enter your email and password, then click "Login".
17. Once you are logged in, click "Products" in the navigation on the left-hand side.
18. Find your Agency Life Quoter, Mobile App, or Website Quoter in your list of products. Click on the name.
19. Click "Settings" at the top of the page. Select "Quote Actions" in the dropdown.
20. Click "Create New Action" in the upper right-hand corner.
21. We will now edit the type, label, and URL for our quote action. Click the dropdown under "Type" and select "JotForm Form".
22. Then click the empty field under "Label" and type in the name for your label. It can be whatever you like, but we will name our label "JotForm".
23. Now click on the empty field under "URL" and paste the URL you copied in step 13. Make sure the URL is correctly pasting before saving (if you need to recopy the URL repeat step 13).
24. You can also choose to limit carriers and upload an icon. For this tutorial, we will leave those as they are. Click "Save" in the right-hand corner when you are finished.
25. Go to your product to run quotes! We will enter generic information for this example (shown below). Once you have entered the required information, click "View Quotes".
26. We will select the first quote listed under the "30 Year Term" tab. Once you click on the quote, you will see a green bar that has our quote action listed.
27. Click on where it says "JotForm" (or whatever you entered for the label in the quote action). You should now see the form we created! You will also notice the fields we created are pre-filled with information listed in the quote. This makes submitting forms much easier! In order for the pre-filling to work, the field names must be written exactly as they are given in the chart from step 13. Otherwise, they will be empty. Go ahead and click "Submit" at the bottom of the form.
That is the end of our tutorial! Thank you for following along. Just as a reminder, in order for the pre-filling to work, the spelling/capitalization of the field names must be exactly the same as listed in the chart given in this tutorial.
Questions or feedback? Feel free to reach out to our Support Team at firstname.lastname@example.org or call 800-250-5152 #2.