Jotform to Adaptive AI (Migration Guide)

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

Preparation for Migration

Step 1: Review Current JotForm Setup

• List all active forms in JotForm, including any associated data, such as submission entries, email notifications, and integrations.
• Record details of how each form interacts with your current workflows, email notifications, and any third-party integrations.
• Evaluate the amount of data (e.g., form submissions, contact information) to be migrated.

Step 2: Define Migration Goals

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

Step 3: Prepare Backup

• Export all necessary data from JotForm, including form submissions, templates, and configurations.
• Ensure all data is securely backed up before beginning the migration process.

Migrate Data

Step 1: Export Data from JotForm

• Navigate to each form in JotForm, select the form submissions, and export them as CSV files.
• Save copies of your JotForm templates for reference during the recreation process in Adaptive AI.

Step 2: Import Data into Adaptive AI

• If you have contact information stored in JotForm, import this data into Adaptive AI by navigating to and uploading your CSV files.
• In Adaptive AI, create any necessary custom fields that match the data you were collecting in JotForm.

Migrate Forms and Workflows

Step 1: Review Existing JotForm Workflows

• Identify and document all workflows triggered by form submissions in JotForm, such as email notifications, data routing, and integrations with other tools.
• Assess the complexity of each workflow to determine how best to replicate it in Adaptive AI.

Step 2: Recreate Workflows in Adaptive AI

Step 3: Test Workflows

• Before activating workflows, conduct thorough testing to ensure they function as intended.
• Make necessary adjustments based on test results to ensure smooth operation.

Migrate Integrations and Notifications

Step 1: Recreate Integrations in Adaptive AI

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

Step 2: Recreate Email Notifications

• If you were using autoresponders in JotForm, set these up in Adaptive AI by creating automated email sequences that trigger upon form submission.

Final Checks and Training

Step 1: Perform Final Data Validation

• Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and Adaptive AI records.
• Confirm that all forms and workflows are operational in Adaptive AI.

Step 2: Train Team Members

• Provide training to your team on how to use Adaptive AI’s form builder and automation tools, focusing on the differences from JotForm.
• Encourage team members to leverage Adaptive AI’s support resources and community forums for ongoing learning.

Step 3: Monitor and Optimize

• Track the performance of your new setup in Adaptive AI, making adjustments as necessary.
• Regularly review and refine forms, workflows, and integrations to ensure they align with business goals.

Decommissioning JotForm

Step 1: Transition Period

• Consider running JotForm and Adaptive AI in parallel during the transition phase to ensure no critical operations are missed.
• Gradually reduce reliance on JotForm as Adaptive AI becomes fully operational.

Step 2: Cancel JotForm Subscription

• Before canceling your JotForm subscription, ensure all data is securely backed up.
• Follow JotForm’s process to cancel your subscription and terminate services.

Step 3: Post-Migration Review

• Evaluate the success of the migration process and document any lessons learned.
• Keep monitoring the system post-migration for any potential issues.