AI + Automation for Nonprofits Solving 3 Everyday Fundraising Challenges

Great. Thank you, Artha. Uh, and hi everyone. Welcome. So, good to hear what everybody has been up to today already. Uh, so as Artha mentioned, my name is Morgan Science. I am the senior product education manager at Jot Form. Very excited to uh to be here speaking to you all and thanks to TechUp for having me. So, my goal here today is to discuss some of the most common fundraising frustrations and look at how you can use AI and automation to tackle them. As you are well aware, giving season is right around the corner. So, this is a good time to start thinking about how to engage your donors and streamline administrative tasks so that you can focus on what matters most. This session should leave you with some practical tools and practical steps that you can use to make this year's giving season and all of your campaigns more productive than ever before. Now, before we dive into that, uh for anybody who's not familiar with Jot Form, I just want to give a quick introduction to who we are. We are a workflow and data management platform, fully no code, so very easy to build and create. We help organizations create forms, automate automate repetitive tasks, streamline uh data management and securely manage data all without needing any technical expertise. So whether you are gathering donations, accepting volunteer applications, registering attendees for an event, collecting client information, requesting feedback, pretty much everything you're doing, Jot Form brings all of those processes together in one place. Thousands of nonprofits already use Jot Form to streamline everyday tasks through features like automated workflows, e- signature, online payment collection, approvals, integrations with tools you already use, and AI powered features that can help you build forms and everything else you need in the system, analyze responses, and answer answer questions more efficiently. To better support nonprofits, we offer a 50% discount on individual nonprofit plans. So you can visit jotform.com/nonprofit to learn more about that. We also offer a 30% discount on our enterprise level plans. And if you'd like to check out Jot Form for free, you can also do that at jotform.com. Sign up for a free account. It has all of the functionality of our paid accounts. So you can get a sense of what you can do with Jot Form and take it from there. Okay. So let's get into today's headaches and solutions. Uh, I'm going to start with something that probably doesn't need to be said. Fundraising is hard and it might be harder now than it's ever been in the past. You are probably do trying to do more with less and uh maybe juggling things like donor acquisition and retention strategies, admin overload and staff burnout, events and campaigns, and trying to build deeper relationships with your community with fewer resources available to do so. The good news here is that AI and automation aren't just buzzwords. They're actual practical tools and strategies that you can use. And today, I'm going to talk about exactly how they can solve some of your biggest fundraising headaches. To do that, I also have some examples from Jot Form Enterprise users and practical takeaways, including some actual AI prompts you can use. And then in the second half of the session after I'm done with slides, I'll go out into Jot Form and show you how you can actually use Jot Form to do some of the automations, perform some of the tasks that I'll be talking about today. We will have time for questions at the end. I'm also going to try to keep an eye on questions as we go, but uh yeah, free feel free to share any questions that come up as we go. So, our first headache is uh donor turnover. first of three headaches. Over 60% of donors don't donate again. Frustration around laps donors is probably compounded by how much effort it takes to earn those donations in the first place. It takes a lot more effort to earn new donors than it does to retain donors. Now, sometimes donors lapse because of circumstances outside of their control and yours. And chances are that if they have to cancel a donation that they usually give every year because of personal circumstances, they're just as upset about that as you might be. But outside of life events, donors largely lapse because they don't see the value in their donation. And that is within your control. That can be easily remedied with personalized messaging at the right moments. And that's where AI and automation can come in when it comes to your donor management. First, let's talk about tools like uh about generative AI tools like chat GBT and Claude and how they can help. So, one key to boosting donor engagement with limited resources is to take advantage of AI and automation tools to create personalized messaging at all stages of the donor journey. You can ask these tools to build donor personas to tailor messaging by uh and to tailor messaging by the segments. You can ask tools how your fundraising emails can be improved based on various segments uh like first-time donors, recurring donors, large gift donors, and more. And then use those suggestions to improve your messaging. And as you can see on the screen here, I did use uh chat GPT to do a quick example here. I gave a one-s sentence prompt that asked for a short message for donors tailored to different audiences. You can see the lapse donor message here, but there's also messages for one-time donors and high-v value donors. [clears throat] Another strategy is to use generative AI tools to keep donors informed between donations. So, not just when you're looking for uh for donations. These tools, Chad GBT, Claude, other generative AI tools can be used to write newsletters, blog posts, campaign updates, and thank you notes, all personalized to various different types of donors, keeping those donors engaged between gifts. AI and automation can be the foundation for creating an engaged donor database that consistently feels uh valued and informed, that is uh resonating with your story, and feels invested in making a contribution. There are two ways that Jot Form can help with this as well. So, one is custom autoresponder emails that pull in information from the donation that you can tailor based on what somebody has provided in a form. Another way is by automatically sending donor information to your email marketing platform so that you don't have to manually build out lists. These features allow you to easily message donors with thank you uh tailored thank yous and emails without having to manually do the work to build out those messages. AI can also help you evaluate and improve the giving journey for your donors. One way to do this is to share a link to your donation page with an AI platform and ask for suggestions on how to make your page more efficient. identifying knowledge gaps and things that might be preventing donors from giving. AI can also flag technical issues, suggest stronger calls to action, or recommend improvements based on best practices. And I couldn't leave this option without a prompt. So, here's a prompt that you can use for evaluating your donation journey. Whatever your prompt is, AI can help you evaluate your online presence, whether that's for social media posts, email newsletters, other fundraising content, and the actual donation pages. Now, switching from generative AI to agentic AI, AI agents. An option here is to create autonomous fundraising with AI agents like virtual engagement officers or VEOs. These are AI agents that can tailor responses to each individual donor. They're basically 247 virtual fundraisers. They can solicit gifts, answer donor questions, send reminders, and process transactions even while your team is offline. Jaw Form AI agents is one option for this. Since we let you create your own VEOs, which you can customize to be tailored to your donors specifically, you can train your agents with information about your organization to answer FAQs and to process donations. One organization that's already seen success with VEOs is the Illinois University or Institute of Technology. They created a VEO to create videos for interactions with donors through text and email. And the goal is to see if donors would actually interact with something identified as AI and if that would actually raise money for them. The result was very positive. They raised over 2.7 million in the first year and they were able to boost donations specific uh significantly without leaning on their staff, meaning that staff was able to manage uh other important responsibilities during the same time. All right, so moving on to our second headache of three admin tasks. If you've ever had to manually process donations and acknowledgements, rewrite the same grant proposal or track donor touch points across spreadsheets, you know that all of that eats up time that you could be using to build relationships and create additional fundraising strategies. All the ideas that we talked about on the last few slides don't matter at all if your team is fully consumed by admin tasks. So first here I want to look at some of the things that we just talked about and look at how these also help reduce your administrative burden. Chances are that you send some kind of thank you message or gift for gifts over a certain threshold, but manually tracking and responding to those can eat up a lot of time. With generative AI and automations, AI can draft personalized messages. So, all you need to do is quickly review, print, and send. And I will pause here to say that as much as you're using AI, there should always be some human review there. So, still reduces your workload. All you have to do is review rather than writing the whole thing. And since you can train AI to write in your nonprofit's voice, this uh type of automation can help you save time donors while still retaining the authenticity. If you'd prefer to keep AI out of your writing process, you can still use automations like Jot Form's built-in workflows to notify your team when a high-value donation comes in so that a member of the team can follow up. Again, this prompts you and the team rather than having to manually sift through donations and it automates that process, saving time and effort. We talked about using AI agents for fundraising in the last section to help manage donations. Now, sometimes donations aren't as smooth as entering a credit card number. Donors might have questions about the donation process, how donations are used. They might have technical difficulties with their credit card. Uh they might have questions about taxes and and everything else. So, setting up an AI agent that's trained to answer these FAQs is a helpful way to reduce the back and forth emails with your donors. For example, if you create an AI agent with Jot Form, you can upload all of your FAQ documents to train your agent so that your agent can answer simple questions like, "Is my gift tax deductible?" or "Can I make recurring donations?" This can free up your team for other high impact work. Plus, it'll get donors the information that they're looking for even faster than if they did have to go through you. Once your donor's questions are answered, your AI agent can direct them straight to a donation form or even process donations directly. So, this can reduce a lot of the friction that causes donors to drop off or not give uh by minimizing the number of steps involved in a transaction and by giving them the information they need up front rather than having to wait for you to respond to something important to them. Now, one thing we haven't talked about yet is grant writing, but AI can help there as well. You can use AI to generate first drafts of grant proposals based on prompts or past applications, allowing you to submit more proposals faster without sacrificing the quality of your applications. AI can tailor these to specific funders by providing suggestions on how to improve your applications. So, for example, if you give AI the grants application requirements, the AI can identify gaps in your application and suggest ways to improve it. And then you can make improvements to give your application a higher chance of being selected. And since you're saving time, you're able to submit even more applications faster, increasing your chances of receiving more funding. I have another prompt for you here, something you can actually try. So if you use this prompt along with a grant application and what you've already written you the uh AI tools like chat GPT or claude can identify areas of improvement. So that will strengthen your application in order to better meet the requirements and again hopefully get you more funding faster. And when it comes to better understanding your donors, AI can help there as well. AI can provide donor database intelligence by summarizing all of your available data points so that you're not working from scratch for all of this data management. AI data analysis can provide a quick overview of things like how often each segment is contacted by whom and when. It can discover issues that are leading to donor drop off or failed donor retention. And it can identify new areas where you can add automated touch points to save your staff and volunteers time. All right. So, uh, now on to our third and final headache here. Event management. Uh, fundraising events are often high stakes and high effort, but they're often a chief source of revenue for nonprofits that require a lot of time and attention to uh to execute correctly. For events, you're often juggling registration, attendee questions, logistics, and follow-up plans. All of which AI can help with. One solution here is to use AI agents as event assistants. They can take care of repetitive tasks so that you can focus on the bigger picture. They can do things like registering attendees, collecting names, emails, and dietary restrictions, answering FAQs about directions, parking info, start and end times. Uh, agents can send reminder emails to people who've registered and they can accept donations prior to the event, further helping boost your fundraising efforts. We have one example of this uh from a Jot Form Enterprise user. I don't think they're a nonprofit, but they are an organization that's um planning events on the side, so that's not their full-time job. Uh, so we have a quote here from Drew Burgess of the Burgess Group. Uh Drew uses Jot Form's AI agents to answer questions about plans that he about events that he puts on for his community. I think they do like a quarterly event for the uh the neighborhood. Before using agents, the team that works with Drew lost valuable time answering repeated event related questions that were coming up over and over again. But they since made their AI agent available on their website. The agent is also in their newsletter and the agent also pops up after they register for an event. So attendees have multiple opportunities to ask an agent questions. This saves the company hundreds of dollars per event and staff time, but it also leaves more time for the team to focus on productivity and impact. And once again, it's getting attendees the information they need right away. [sighs] On the automation end, you can also set up smart forms to streamline the form filling process. And Jot Form is a tool that can help with that in multiple different ways. One example is to use conditional logic to streamline and adjust form fields and thank you pages based on the attendee type. So whether it's a sponsor, press, or donor, or volunteer, they can all get a different thank you page or a different response based on conditional logic. This ensures that anybody who fills out a form gets a customized experience. That can be especially useful when you are trying to make donors feel valued in a way that keeps them coming back to support your organization and um not just in feeling valued but in actually uh you know valuing them and giving them as much information as they need. Finally, uh AI agents can also be used in your postevent engagement. So, all of your follow-up, you can leverage AI tools to automatically send thank you messages, emails, surveys, personalized donation follow-ups based on donor behavior, and more. So, for example, if somebody attended your event and didn't donate, you can send them a separate message automatically than people who have attended the event and did donate. Maybe the people who didn't donate get a prompt asking them to give a donation. Maybe the others get a thank you or a prompt to ask them to give a little bit more if they can. Okay, so all of those headaches and all of those suggestions there. Uh at this point, I'm going to go out into Jot Form and give you a demo. So, let me just share my screen once again. And um we can do that. Hopefully, this looks all right. Let me um I just need to maximize the screen on my end so I can see everything. There we go. Okay. So, I'm going to show a couple of things. Uh um well, two main things. So, I want to talk about Jot Form's form builder. I'll also talk about our AI agents. Most of what I just talked about how Jot Form can help is in the form builder. Um we do have lots of other tools though. Uh and we also have AI build on all of those at this point. So the system is really easy to use and uh you know makes your job a lot easier. Uh so first I want to just give a quick overview of what we're looking at here again for anybody who might be new to Jot Form. And I am using a paid single user account for this demo. But uh the layout is pretty much the same regardless of what type of account you're using. So whether you're using a paid account or uh a um an enterprise account. Sorry, I I just went to look at the questions before I so I got a little sidetracked by that. Um there is a question about if the registration form can be printed out exactly as as uh the form is. And yes, there are a couple of ways to do that. Um but yes, absolutely with Jot Form you can do that. And uh I'll try to remember to uh to to come back to that. If I don't, we'll go back in the Q&A. Anyway, um back to this. So, uh first here, uh in the center of the page are all of my active assets in Jot Form. So, that's anything I've created that I haven't then archived or deleted. When I hover over, you'll see that there are options of what I can do with that asset. Uh up on the top here are lots of resources, including templates for all of our products. On the side panel here is mostly organizational elements. And to create any new elements, there's that orange create button that will take you to a page where you can choose what to create. And most of these have multiple different ways that you can get started. So you can start from scratch, you can use a template, you can use AI build. Lots of different options there. I'm going to use this um form here for most of our demo. And then again, I'll go out into an agent as well. Uh but currently I have this form open in the form builder. So whether you're starting from scratch using an agent to build uh you whatever however you've created the form this is where you'll be when it comes time to uh edit edit the form share the form etc. So this is where you're sort of like where you're creating the form. Uh here we have three tabs. So there's build settings and publish. Publish is where you'll go for all of your sharing options. The build tab is where you'll actually create the form that people will see and you can preview that at any time with the toggle over here just by toggling that on. Now, I've used a template for this form. You can see that it already contains most of the fields that we would need for pet adoption, including a time to book an appointment, uh file uploads for any images of maybe a yard, so we can make sure things are fenced in, signature at the bottom, and more. If you need to add any additional elements, there's the add element toolbar here. Basic, payments, and widgets. So, all kinds of different fields available. I mostly want to highlight payments because this can be very important to donations. So, here we have about 40 different payment integration options. Many of those have multiple different ways that people can pay. Basically, you'll find whatever your payment gateway is. We don't charge anything additional, so you're only paying whatever you pay to the gateway. All you need to do is drag and drop it onto the form. You can then authenticate, sign in, make sure both platforms are speaking to each other. And um when it comes to collecting donations, it's actually really straightforward. All you'll need to do is customize whatever you see here. So if you need to change the currency type or you want to add a description, that's all you need to do. Uh and then you can also choose if you want people to be able to pay in different ways. So very easy to set up, very easy to add to any form that you have. Uh I also wanted to mention the form designer over here. So this is where you can customize your form to match your branding. So that helps assure people that this is a reputable form. Especially if they're giving money, you probably want your logo included on there, maybe your specific colors. Uh so you can apply whatever color scheme you need over here. And then here you can add a logo. You'll see also other design options like changing the font, changing the size of the form, etc. Okay, I'm going to move over to the settings tab. This is where you'll find a lot of those automations that I talked about in the slides. So, I'm going to go through [clears throat] what I talked about already, but you'll see that there are other options here as well. So, first I mentioned conditional logic as a way to both streamline forms and make sure that they are as easy and as quick as possible for anybody filling them out and as a way to customize the thank you or the follow-up that people are getting. So, if you're hosting an event and you uh you know, you're asking if this is, you know, somebody filling out the form is volunteer press uh a donor, just somebody in the community, whatever, you can tailor your messages to them based on that. So here for example um we have do you have a yard and if a person says yes I have a yard there are follow-up questions is it fenced in please describe it all you need to do to add any additional conditions is to click that button at the top you can use AI to create those or create on your own but I especially wanted to highlight the change thank you page here because that's where you would tailor this based on the type of person who is filling out your form. So you have that field that asks for what type of attendee they are and you can uh change that thank you page based on that. Next I talked about um Jot Form's ways of helping automate followups and I mentioned two ways. So one is with an autoresponder email. Another is with integrating with your email marketing platform. So talking about the autoresponder email first here we have two different email types. So notification goes to you or your team anytime somebody fills out a form. An autoresponsor go uh autoresponder goes to the form filler. So both of these can be fully customized. Um this one I played around with a little bit but by default it's going to include all of the fields from the form and all of the responses. So it serves as a confirmation to people who filled out the form. Um, also they can check that for errors and they can edit if needed or get in touch with you if they want to provide more information. Um, but all of that can be customized as well. So you can change fonts, colors, you can remove fields that you don't need. You can customize what it looks like. You can also personalize these. So with fields here, you can pull in fields from the form. So if you want to include a message at the top that says, "Thank you, name. So much for your donation. It's going to help do XYZ." You can pull in the name from the form. You can pull in any fields from the form that you'd like. One other thing I wanted to point out here is in the settings below this. So, by default, these messages will go out immediately after somebody submits, but you can change that in settings to go out later. So, if you toggle send email later, you'll see you have several options here of when you can send that. So, you can delay for a certain amount of time. If you want time to approve a donation or like double check something, whatever. Um, if there's any reason that you need to delay for a certain number of hours or days, you can do that. You can send all follow-ups at a certain time. So, maybe at the end of your campaign, you want to thank everybody with an image of your like donation thermometer or some notes about how those donations are already used. You can send all of the follow-up messages, all of these autoresponders at the same time, or you can get a value from the form. So, if you have like an appointment field or a date field on your form, you can use this as a way to send reminders or follow-ups at a certain time. Next, I want to move to integrations, and I'll specifically talk about the email integration. You can just type whatever you're looking for at the top, but I mentioned this as a way to integrate with email marketing platforms. So with Mailchimp for example, you would authenticate, sign into that account, allow both platforms to speak and then you can choose what data will go from Jot Form to Mailchimp. But that means that you can automatically build out whatever your email marketing list is in Mailchimp uh without having to manually do that work. So that can save a lot of time and effort. So that's automatically going from Jot Form. You're also getting information straight from the source. So it also removes uh some error uh opportunity there uh of somebody having to re-enter information. I'm talking about email marketing platforms here, but there are also tons of other integrations. So if you have a CRM that you want to push things to or you want to save things to cloud storage, uh there are spreadsheet options, uh SMS options, all kinds of different integrations available here. The last thing I want to talk about here within the form itself are workflows. So forms aren't a process in and of themselves. Forms are part of a process. They're usually the start of a process. In the case of this adoption agreement form, they are the start of somebody getting approved for adoption. In the case of donations, they are uh you know the start of somebody being thanked of somebody being uh let know how their donation is helping. There's there's more. you might have to approve a donation. You know, there there's more that happens there. And in Jot Form, you can build all of that into the platform, saving again this the time and effort it would take to track people down for signatures or follow up with people, you know, whatever it is that you need to do. You can also add multiple workflows. That's actually a brand new feature, but in this case, I'm just going to focus on this one that I've already created. This is taking this pet adoption form and it is routing it to different approvers based on the type of pet that somebody is trying to adopt. And then when a person has been approved, they're being sent a follow-up form for payment. In addition to sending follow-up forms or assigning tasks, as you see here, you can send emails, you can send things for approval or approval and signature. Um, you can send out PDFs, so a final version of a form response. Uh, signature documents. So, instead of maybe a payment form here, if you wanted to replace that with an adoption agreement, uh, you can do that. We have a signature uh, product built into Jot Form. So, that's an option as well. You can see all of your options over here on the left. And just like with the form builder, you'll drag and drop them to add them in and then connect them wherever they need to go. Uh but for this workflow here, you can see the uh it starts when somebody submits this application. Jot Form automatically scans the application to look for the type of a of pet somebody is looking to adopt. And then it's automatically assigning a task to one of three people. So if they want a dog, it's going to the dog person. If they want a cat, it's going to the cat person. If they want a guinea pig, my favorite, or rabbits or chinchillas or whatever other animals you have on hand, uh it's going to our small animal person. If those people approve the application, they are automatically um an email is automatically going to the person who submitted the initial form that is pulled in from the form. So all of this happens with very little intervention. These um notifications of tasks go to the uh person's email. They can approve from there. They don't need to sign into a Jot Form account to do that. The uh follow-up form will go out automatically. Again, this saves a lot of back and forth of having to track down applicants, having to track down approvals or signatures or uh assign tasks. All of that is managed here. The last thing I want to talk about here related to forms is how you can manage your data. One of the key ways to manage data in Jot Form is with tables. Tables get created automatically with forms. So, you don't need to do anything to create this. By default here, every column is one of the fields from the form and every row is a new form response. You can filter, sort, browse through things here. You can download. You can also add additional columns at the end if you need to add a workflow element here. So, you need to check people off a list or follow up with people or if you want to uh calculate donations uh all of their donations that they've given over time. Again, we have AI build options for that as well. So, all kinds of different workflow options here. One other thing that I want to show here is that you can create reports on this. So, if you have any [clears throat] reporting needs like uh for volunteering, if you need to uh report on the number of days people are available or who's available, you volume of volunteers available on each day. for donations. If you want a summary of all donations, all you need to do is hit this create button and that will generate a report automatically with visualizations so that you get data visualizations for each field on your form. And again, you can customize that however you need, but that is saving you a lot of work uh that goes into having to build this from scratch. Okay, so that's everything that I wanted to cover for the form builder and data management. The last thing I want to talk about here is our AI agent. And we'll actually create one from scratch here. Uh I'm not going to go into huge detail with this, but come here and hit AI agent. And then you'll create the agent with a brief prompt. So we'll say a friendly nonprofit assistant ready to collect. And it'll it'll catch my spelling here. That's okay. uh to collect donations and answer donation FAQs. So, we will hit send to generate that. I'll take a sip of water while we wait. And that should come up in just a couple of seconds. So, in a couple of seconds, what we'll see is an agent that we can then, you know, edit or customize however we need. What we're seeing here is the build tab. So, this will show you what your agent will look like on multiple different channels. And you can use one, you can use two, you can use all of these, whatever you need. So here we're seeing what this looks like as a chatbot. So something that would appear like in the lower right of your screen. Here's a standalone agent. So this is a URL you can share. You can also collect we have multiple multiple social media agent options that you connect to your social media and you can have your agent available there. On the right side of the page here is like global settings. So you can change your avatar. You can also change the style and customize with your color scheme or your logo. And then each channel will also have its own settings for that where you can customize that channel specifically. When you're ready to share an agent, publish is where you'll do that. And you'll have different sharing agents per type of agent. So for chatbot here, we see embed code and we see an example of what that looks like, a preview. For standalone, you can send a link or you can invite people by link. And at any time if you want to see what this looks like to your, you know, to anybody who might be using it, you can toggle on test mode and you can see that. And you can also change which channel you're looking at. Um, the most important part of agents is on the train tab. So that's where you'll actually give your agents the information that they need to answer questions. So here we have several options in knowledge base. You can add in text. You can upload any number of files. So, when it comes to donation, that might be um if your annual reports are public or your financial reports, you can upload those. Uh if you have a quarterly newsletter that talks about how donations are used, you might want to share that. If you have an FAQ about tax information, you want probably want to include that. So, you can upload all kinds of files there. You can also add links, so to your website or other valuable resources, and you can include sublinks as well. So this will crawl specific pages of your site and you can chat uh you can give your agent specific questions and answers. So if you know that people are always asking how they can get information for tax purposes, you can type that in and type in the direct answer. Uh there are some other options here where your agent can pull in information from some external sources as well. And then you can also teach your agent by chatting with it as if you were a user. And if your agent answers anything incorrectly, you can correct that and say, "Okay, in the future, please answer this question this way." And you'll be able to add to the knowledge base that way. Actions here um give your agent more specific instructions on how to use anything you've given the agent in the knowledge base. So, you'll first choose if this is applying to all channels or one channel or just two channels, whatever. Then, you're sort of setting up a conditional logical uh logic element here. So when somebody does something, we're I want you to do this. So for example, when a user talks asks about making a donation, I want you to fill out our donation form. So that will prompt the agent when somebody asks about a donation to start filling out the donation form. So the agent can actually collect the information from the donation form. So, it's kind of presenting it instead of somebody filling out a form or somebody um if you know if somebody wants to fill out a form, they'll see a button to be able to fill out the form instead. [gasps] The uh you can connect specific forms here under forms. So to add a donation form or if this is for volunteer management to add any, you know, volunteer signups for specific events or whatever it is that you're doing, you'll just come here and add any other forms that you want your agent to be able to uh to respond to and help people fill out. And then the last option here are tools. And these can expand what your agent can do. So your agent isn't just chatting with you or with people uh and sharing that information with you. Uh but you can escalate to a human if you want your agent to be the first line of defense. Agents can take notes. They can present media like videos or PDFs. Um you can connect with uh calendars or social media. So multiple different things that you can do here. And I will also mention that the agents do keep all of the conversations that come in. So you are able to come back and look through all of those conversations. If you're finding that um you know the information that you've given the agent isn't quite hitting the mark, you can change that. Uh you can see what questions are coming up most frequently. So all of that is available to you. Um and that is everything I wanted to cover here in the demo. I know that was a lot. Uh my intention here was to give you a sense of everything Jot Form can do and unfortunately we don't have time to go comprehensively into all of that but if you'd like any more information I know we have some questions that have come in and I'm happy to provide more um more resources as well. But just to quickly recap um with the form here we looked at conditional logic uh we looked at um emails and how to customize email notifications and we looked at integrations and workflows. And then we also looked at the AI agent as well. So I am going to go back to my slides now. Let me stop share and then I will share again. Um just want to close out with a couple of resources that um I think I've mentioned I've mentioned the first two already and I know we'll be providing those in followup as well. But jotform.com is where you can learn more about the product in general and sign up for a free account. And then if you go to jotform.com/nonprofit, you can learn more about how we support nonprofits and you can also apply for a nonprofit discount there. And then lastly, we have a nonprofit specific YouTube channel where we're putting out small uh short videos like 5 minutes and under how you do XYZ with Jot Form. Uh we also have all of our webinars listed there and um we're continuing to grow that over time. So that's a good resource uh for any nonprofit related videos. And on that note, uh I we have some time for questions. So, uh Artha, I'm gonna ask if you can help out here. Um I'm also going to take a look at these and see if there's anything I can grab. Um but >> yeah. Um and first of all, Annette says, "Impressive." Yep, they were [clears throat] impressive um the whole presentation. Thank you so much, Morgan. So earlier, Alex al Alexandria Dina, I hope I say your name right, asked, "Can a registration form be printed out?" exactly as the form is in the hard copy. And you said you were going to come back to that question. >> Yes. Yeah. Um and thank you. I um let me go back to my demo here. Are you seeing the the my um jot for screen? Okay, great. >> Um so if I go into actually from the form builder here, we have a PDF editor too. So every form um this is also automatically created. So you don't have to do anything to create this, but you can customize it. So um this is one option if you want a PDF that uh is available to people as a record of what they've filled out or is available to you. You can also automatically send this to cloud storage. Um you can customize this again exactly how you like. So if you want to remove fields or add additional fields, you can do all of that. There's also the design elements on the right. Um, so this is useful for um when something's already been completed. We do also have a way to share forms as a PDF. Uh I don't that's not I that's not something I talk about often. Um so oh yeah here uh okay great. So I I do remember how to get there. So here on the publish tab for your form in the form builder there is a download fillable PDF option. So with that you can download as a PDF and share as a PDF. And I don't I you can also customize what this looks like as well. And um for both of these you can also change what that looks like. So if you do have like something where multiple different types of people are registering for an event and you want the PDFs to look different per person, you can customize that. So here where you see new PDF, you can you know you you can basically you can just design multiple different types of PDFs for >> Yeah. She also asked um well first a comment. Our form has an area medium income table on it that the application the applicant is asked to circle their income and the number in the household. Can that be on the form? >> Yeah. Um I'm not quite sure what um we do have like a table um build option. Sorry, went to the wrong thing. um that you could use as a field. Let me sorry clicking on all the wrong things. Um so there is a table build option that you could use as like the field for that. There are also a number of widgets that you might want to think about like you can explore what the widgets options are. But if you come here um I think I passed it already. Uh one of these is so there's a dropown. The PDF would show all of those options in a dropown. Oh, here input table you can add to the form. So you could use you can remove fields, you know, the the number of col you can change the number of columns or rows, but basically you could build it in something like this and then with the PDF they would be able to do that. They'd be able to circle the income. >> Yeah, great. Um, I'm going to try to say this one really slow. Um, an anonymous attendee says, "Is there a way to be able to change submissions in the table?" An example um in event registration we incorporated a liability waiver and a client requires a signature not just a check mark but say someone registered under the wrong category or registration type I cannot change it because it was a signed document how what's the best way to fix that >> um so in tables you should be able to edit anything um I'm not so there are tables if if you're using Jot Form Sign, you will also have a table that looks just like this. So, this is for the form builder. Um, sign builder is a different jot form sign is a different product. It's basically like is similar to docu sign. Um, and your responses also go into a table there. I know in here if you double click on anything, you're able to like change I can change the name from here. So, I I believe it's the same in the sign table. I'm not totally sure about that. I'd have to double check on that. Um, but as far as forms are concerned, you can update any of these in here. If there's a, you know, a mistake or you need to go back and update information, somebody changes an address, you want to update that there, whatever you need to do. So, you are able to make changes there. >> Great questions. I see Joanne put in the chat, um, first of all, she said, "Thank you. If we already have a form built on another platform, how hard is it to transfer to Jot Form and also can visitors upload files to us? >> The answer to the first question is not hard at all and the second question is yes. So if you go into create to create a form and again I would recommend a free Jot Form account to play around with this all of this functionality is included in there. So, if you want to try this out, um, you absolutely can do that for free. And then if you want to use more of Jot Form, you can always sign up for a paid account. But in form, you have multiple different ways that you can create your form. And one is to import a form. And you can import from multiple different sources. So, if you have a PDF, you can pull that in. Um, you can also use import for from URL. So if you have a form on another platform that you want to bring into Jot Form, you can do that very easily. Just enter the URL and hit import and it will do that. Now there might be some editing that you have to do after there to like make it look look better with the formatting and everything, but um you don't have to just replicate everything by hand. So it does save a lot of effort there. Um as far as uploading, so the second question, can somebody upload files? There is a file element. Uh so that is I always pass this one. I was just doing a demo about this the other day. And uh uh where'd it go? File upload right there. So with file upload, you can just drag and drop that onto the form. And then when your user sees that, what they see is a space to add files. And I believe it accepts like all of the standard files that you might want, the PDF, image, uh, word, word, docs, etc. So, it's just as easy as dragging and dropping a file upload field and naming that field and then people can upload whatever you need them to upload. >> Beautiful. Morgan, when you um went to the agent, um Sarah has a question about the agent. She said, "Will an agent show up if I um I frame the form on my website?" >> Yeah, there is an I frame option. Um [sighs] let's see. Agents uh is I don't want to create a new one. Um is fairly well new this year. Let me see if I have one already created. Uh nope. Okay, I'll just start from scratch. Um, agents is fairly new this year and it's been changing uh pretty frequently. So, we're adding new features like all the time. So, um, pardon me if I uh can't find this one right away. Um, but it's on that share tab on the publish tab. If you have the chatbot here, you have I believe it's options here. Um, there is an iframe option and um, yeah, I'm not I'm not sure offhand where that is, but there absolutely is an option for that and um, I can follow up with you or you can always reach out to jotform support too. So that's just jotform.com/cont. They can help you with all of that and um, yeah, they're available 247 for for any help. Awesome. And MJ said, "If you have a form, can you in drop form, can you have it populate the form responses into a notion database?" >> Um, let's see. I don't know offhand. Um, but let's check it out if that's one of our integrations. If we don't have a direct integration, um, you can probably connect with something like Zapier. So, let's see. Okay. Yeah. Okay. So, there is notion. It looks like it is done through Zapier, but yeah. Um, you can uh So, again, you would just come here and um it looks like there's already some like pre-built zaps that connect Jot Form to Notion and it's giving you all of the options. So, basically, you'll just come through and see what it is that you want to do. So whether it's you know generating new items, generating database items, you know, whatever it is you want to do, you'll click use that zap and then you customize what it is that you want to pass from Jot Form to Notion from there and um should be that you know that's pretty much all there is to it. You should be ready to go from there. >> Beautiful. And last question um Anz going back to the client uploading the form. Ana said when they upload the form will it go to Google Drive or will it come to her email? >> Um when they upload a file on a form so >> yes >> um so with forms in general a couple of options all of the fields that you're collecting in the form. So if you have people uploading things that will all be wherever you want it to go. Um as far as where you want it to go there are multiple options. So by default it'll go into tables which I showed. It will also go into inbox. So inbox is basically an email tool built into each form. So from here you can access any uploads. You can also forward or respond to things. Um but all of the information you're collecting in the form including files uploaded will be available either in inbox and tables or in both of those. Um, I don't have an upload field on here, but you would see it. And I believe in um in inbox here, you'd see it kind of tagged at the bottom, too. Uh, if you want emails to go to your team that have all of the information when somebody fills out a form, um, that would just be in the settings, emails. So, that would be your notification email. And again, you can fully customize this. So you can see that file upload field right here. Uh and you would see any files. So you'd see them available for download. And then if you want to push things to Google Drive or any other platform with integrations, you can um you know pick whatever that is. So, we have Google Drive here and you can automatically have Jot Form send copies of um of your form responses to Drive if you use uh Google Sheets or another uh like Excel or anything like that. You can also send responses directly there. So, it basically be like the table that you saw but also available in uh you know Google Sheets, Excel, whatever. And in those the file is downloadable from there as well. So if they have uploaded anything and you are looking at it in Google Sheets, you'll you'll be able to double click on it to open that additional file that they've uploaded. >> Awesome. So that's it for the questions. I want to see if you had any final words to share. Um, yeah, you know, the the last thing I'll mention, I know that, um, the Techup team is going to send out a follow-up email with some of those resources I mentioned. Um, but again, just want to encourage you if you're not already a Jot Form user to check out, you know, a free account at jobfor.com. Again, all of the functionality I showed is available even on free accounts. So, what you're limited in in free accounts is the number of forms you can create or the number of agents you can create, but all of that functionality is there. all of the integrations. Um, if you are interested in paid accounts and learning more about how Jot Form helps nonprofits, we have um the nonprofit link here. And again, um, we have lots, we have thousands of nonprofit customers. So, if you're looking for examples, um, other resources, etc. I'm always happy to connect with anybody. I am Morgan Jotform, so it's just m ogotform. I would be more than happy to speak with anybody. Um, I believe we will also send a follow-up message. So, you'll have my contact information in there as well. So, uh, so yeah, check it out. Um, I hope this session has been helpful as far as giving you some prompts that you can use and other ideas for how to leverage AI, uh, and how Jot Form can help with that as well. So, um, yeah, I just want to close by saying thank you to again, thanks to the Tech Soup team for having me and for facilitating today.