Advanced JotForm Assessment Automation Specialist
Publicada el 2026-07-28
Descripción de la oferta
JotForm Automation Specialist Needed | Advanced Conditional Logic & Email Automation Project Overview I'm looking for an experienced JotForm Automation Specialist to build a sophisticated assessment and automation system for my leadership coaching business. This is not a basic survey. It requires advanced conditional logic, dynamic scoring, personalized result pages, automated email delivery, and CRM integration. The assessment questions, scoring methodology, email content, and downloadable resources have already been created. I need an expert to build the automation that connects everything together. Scope of Work The selected freelancer will configure and automate a multi-step assessment experience inside JotForm. Responsibilities include: ✔Assessment Automation ✔Build an assessment using an existing questionnaire. ✔Configure scoring based on multiple categories. ✔Automatically calculate participant results. ✔Trigger personalized outcomes based on scoring logic. ✔Dynamic Results Upon submission, participants should immediately see a customized results page that changes based on their assessment outcome. The results page should display personalized messaging generated from the participant's score and assigned category. Email Automation Automatically send participants a personalized email based on their assessment results. Each outcome has: A unique email template A matching downloadable resource The automation should ensure the correct email and corresponding resource are delivered automatically. CRM Integration Connect the completed assessment to my CRM and pass relevant participant information and assessment data. Administrative Notifications Configure internal notifications so my team receives assessment details upon completion. Testing Perform end-to-end testing to ensure: Scoring is accurate Conditional logic functions correctly Correct emails are delivered Appropriate downloadable resources are sent CRM integration works properly All automations function without errors Deliverables At the completion of the project, I expect: Fully functional JotForm assessment Advanced conditional logic configured Personalized results pages working correctly Automated email workflows Downloadable resource delivery CRM integration Internal notification workflow Complete testing of all automation paths A short Loom video explaining how the automation works and how to make future updates Ideal Candidate Please apply only if you have experience with: ✔Advanced JotForm development ✔Complex conditional logic ✔Dynamic scoring systems ✔Automated email workflows ✔Kartra CRM integrations ✔API integrations ✔Multi-outcome assessments ✔Workflow automation Experience creating assessments, quizzes, coaching funnels, or lead generation systems is highly preferred. Please Answer the Following 1. Describe a similar JotForm automation you've built. 2. Have you created assessments with multiple personalized outcomes? 3. What CRM platforms have you integrated with JotForm? 4. Have you configured automated email workflows based on user responses? 5. Approximately how many hours do you estimate this project will require? 6. What recommendations would you make to improve the user experience or automation? Please provide examples of similar work. Budget Please include: 1. Fixed-price proposal 2. Estimated timeline 3. Earliest availability to begin Success Criteria The project will be considered complete when: ✔The assessment accurately processes participant responses. ✔Personalized results are displayed immediately after submission. ✔The correct email and downloadable resource are delivered automatically. ✔Assessment data is successfully transferred to the CRM. ✔Administrative notifications function as expected. ✔All automation paths have been fully tested. ✔Documentation or a Loom walkthrough is provided for future maintenance. This project is the first phase of a larger automation initiative. A successful freelancer may be invited to support additional work involving JotForm, CRM optimization, email marketing automation, workflow development, and business systems integration.
Skills
Fuente original: freelancer