JotForm to Pinnacle Ai Migration Guide

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

TABLE OF CONTENTS

• Preparation for Migration
• Migrate Data
• Migrate Forms and Workflows
• Migrate Integrations and Notifications
• Final Checks and Training
• Decommissioning JotForm

Preparation for Migration

Step 1: Review Current JotForm Setup

1. Identify Key Forms and Data: List all active forms in JotForm, including any associated data, such as submission entries, email notifications, and integrations.
2. Document Form Workflows: Record details of how each form interacts with your current workflows, email notifications, and any third-party integrations.
3. Assess Data Volume: Evaluate the amount of data (e.g., form submissions, contact information) to be migrated.

Step 2: Define Migration Goals

1. Set Clear Objectives: Determine what you want to achieve by migrating to Pinnacle Ai, such as enhanced automation, better integration with CRM tools, or cost savings.
2. Prioritize Features: Decide which forms and data are most critical to migrate first.

Step 3: Prepare Backup

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

Migrate Data

Step 1: Export Data from JotForm

1. Export Form Submissions: Navigate to each form in JotForm, select the form submissions, and export them as CSV files.
2. Export Form Templates: Save copies of your JotForm templates for reference during the recreation process in Pinnacle Ai.

Step 2: Import Data into Pinnacle Ai

1. Recreate Forms in Pinnacle Ai: Navigate to Sites > Forms in Pinnacle Ai. Use the form builder to recreate your forms, ensuring that all fields match those from JotForm.
2. Import Contacts: If you have contact information stored in JotForm, import this data into Pinnacle Ai by navigating to Contacts > Import Contacts and uploading your CSV files.
3. Set Up Custom Fields: In Pinnacle 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

1. 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.
2. Evaluate Workflow Complexity: Assess the complexity of each workflow to determine how best to replicate it in Pinnacle Ai.

Step 2: Recreate Workflows in Pinnacle Ai

1. Create Automation Triggers: In Pinnacle Ai, 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).
2. 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

1. Run Tests: Before activating workflows, conduct thorough testing to ensure they function as intended.
2. Adjust Settings: Make necessary adjustments based on test results to ensure smooth operation.

Migrate Integrations and Notifications

Step 1: Recreate Integrations in Pinnacle Ai

1. Identify Necessary Integrations: Determine which third-party tools you were integrating with JotForm, such as payment gateways, email marketing tools, or CRMs.
2. Set Up Integrations in Pinnacle Ai: Use Pinnacle Ai’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

1. Set Up Internal Notifications: In Pinnacle Ai, navigate to Automation > Workflows and set up internal notifications for when a form is submitted.
2. Configure Autoresponders: If you were using autoresponders in JotForm, set these up in Pinnacle Ai by creating automated email sequences that trigger upon form submission.

Final Checks and Training

Step 1: Perform Final Data Validation

1. Cross-Check Data: Ensure that all data has been successfully migrated and that there are no discrepancies between JotForm and Pinnacle Ai records.
2. Validate Forms and Workflows: Confirm that all forms and workflows are operational in Pinnacle Ai.

Step 2: Train Team Members

1. Pinnacle Ai Training: Provide training to your team on how to use Pinnacle Ai’s form builder and automation tools, focusing on the differences from JotForm.
2. Utilize Pinnacle Ai Support: Encourage team members to leverage Pinnacle Ai’s support resources and community forums for ongoing learning.

Step 3: Monitor and Optimize

1. Monitor Performance: Track the performance of your new setup in Pinnacle Ai, making adjustments as necessary.
2. Continuous Improvement: Regularly review and refine forms, workflows, and integrations to ensure they align with business goals.

Decommissioning JotForm

Step 1: Transition Period

1. Run in Parallel: Consider running JotForm and Pinnacle Ai in parallel during the transition phase to ensure no critical operations are missed.
2. Gradual Phase-Out: Gradually reduce reliance on JotForm as Pinnacle Ai becomes fully operational.

Step 2: Cancel JotForm Subscription

1. Final Data Backup: Before canceling your JotForm subscription, ensure all data is securely backed up.
2. Official Cancellation: Follow JotForm’s process to cancel your subscription and terminate services.

Step 3: Post-Migration Review

1. Review Success: Evaluate the success of the migration process and document any lessons learned.
2. Continuous Monitoring: Keep monitoring the system post-migration for any potential issues.

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