Jotform to KlickTipp Integration - Webinar registration

Community Node Disclaimer: As this workflow relies on a community node, it is limited to self-hosted environments.

How It Works:

Jotform Webinar Registry Integration: This workflow streamlines the process of handling webinar registrations submitted via JotForm. It ensures the data is correctly formatted and seamlessly integrates with KlickTipp.
Data Transformation: Input data is validated and transformed to meet KlickTipp’s API requirements, including formatting phone numbers, converting dates, and validating URLs.

Key Features

JotForm Trigger:

• Captures new form submissions, including participant details and webinar preferences.

Data Processing:

• Standardizes and validates input fields
• Converts phone numbers to numeric-only format with international prefixes.
• Transforms dates into UNIX timestamps.
• Validates LinkedIn URLs and applies fallback URLs if validation fails.
• Scales numerical fields, such as work experience, for specific use cases.

Subscriber Management in KlickTipp:

• Adds or updates participants as subscribers in KlickTipp.
• Includes custom field mappings, such as:
  • Personal information (name, email, phone number).
  • Webinar details (chosen webinar, start date/time).
  • Preferences (reminder intervals, questions for presenters).
• Tags contacts for segmentation: Adds fixed and dynamic tags to contacts.

Error Handling:

• Validates critical fields like phone numbers, URLs, and dates to prevent incorrect data submissions.

Setup Instructions

Install and Configure Nodes:

• Set up the JotForm and KlickTipp nodes in your n8n instance.
• Authenticate your JotForm and KlickTipp accounts.

Custom Field Preparation in KlickTipp:
Create the necessary custom fields to match the data structure:

After creating fields, allow 10-15 minutes for them to sync. If fields don’t appear, reconnect your KlickTipp credentials.

Field Mapping and Adjustments:
Verify and customize field assignments in the workflow to align with your specific form and subscriber list setup.

Workflow Logic

1. Trigger via JotForm Submission: A new form submission from JotForm initiates the workflow

2. Data Transformation: Processes raw form data to ensure compatibility with KlickTipp’s API.

3. Add to KlickTipp Subscriber List: Adds participants to the designated KlickTipp list, including webinar-specific details.

4. Get all tags from KlickTipp and create a list:
   Fetches all existing Tags and turns them into an array

5. Define tags to dynamically set for contacts: Definiton of variables that are received from the form submission and should be converted into tags

6. Merge tags of both lists: Checks whether the list of existing tags in KlickTipp contains the tags which should be dynamically set based on the form submission

7. Tag creation and tagging contacts: Creates new tags if it previously did not exist and then tags the contact

Benefits

Efficient lead generation: Contacts from forms are automatically imported into KlickTipp and can be used immediately, saving time and increasing the conversion rate.
Automated processes: Experts can start workflows directly, such as welcome emails or course admissions, reducing administrative effort.
Error-free data management: The template ensures precise data mapping, avoids manual corrections and reinforces a professional appearance.

Testing and Deployment:

Test the workflow by filling the form on Jotform and verifying data updates in KlickTipp.

Notes:

Customization: Update field mappings within the KlickTipp nodes to align with your account setup. This ensures accurate data syncing.

Other resources:
Jotform KlickTipp Knowledge Base help article