What Atlas reads from Jotform
| Data | Details |
|---|---|
| Submissions | Every form your visitors sent, from your full history. |
| Answers | Quiz and application answers, on the person who gave them. |
| The email on each submission: the strong ID Keyring joins on. |
How a Jotform record finds its buyer
- 1Import the full historyOn the setup call Atlas brings in your Jotform history.
- 2Join on the emailThe email is a strong ID, so each submission joins its buyer, with their bookings, calls and payments, automatically.
- 3Run the trail to the paymentPaper Trail lays out the buyer's path from the first ad click, through the form, to the payment, and credits the sale under six attribution models.
What it feeds
- Applications on the buyer's trail: The form before the call sits between the ad click and the payment.
- Each client's own tools: Connect the forms tool, CRM and scheduler each client runs, and Atlas joins them into one record per buyer.
- One customer, every touch: Customer Detail shows the form beside everything else a buyer did, joined from Jotform and your other tools.
Questions
What does Atlas read from Jotform?
Your submissions, their answers and the email on each, from your full history.
How is a Jotform submission matched to a payment?
Keyring joins the submission to its buyer on the email, so their bookings, calls and Stripe payments land on the same person.
Our clients each run a different forms tool. Does that work?
Yes. Connect the forms tool, CRM and scheduler each client already runs. Atlas imports the full history of each and joins them into one record per buyer.