I use a modified version of our Project Task List template to itemize and catalog the videos we’ve published, as well as upcoming projects in our queue. We’re expanding our video presence here at JotForm, which has resulted in a considerable increase in the number of deliverables that need to be organized and tracked in various stages of production. This makes my job significantly easier when I’m sifting through webinar performance data, trends, and relevant feedback to address issues and learn from our webinars going forward. I do this by downloading a full report of the activity in the webinar from Zoom, then reuploading that information via CSV file back into the original table where I collected the registrations, so everything is accessible from one primary location. I can manipulate the registrant data in JotForm Tables until it’s compatible with Zoom’s specifications before downloading it.Īfter a webinar is concluded, it’s beneficial to keep a record of the comments and Q&A activity to review any key trends or questions that came up during the demonstration. Zoom requires its CSV data files to be in a very specific format. I’m then able to import the data via a CSV file that’s compatible with Zoom (the platform we use for our webinars). Best of all, I can share this table with other people on my team so we can all collaborate and add to it in real time, preventing any “double pitching” (which is never a good thing). I use the same table to keep track of budgets as well, if any opportunities are sponsored. That way I could begin cataloging all my outreach efforts so I could easily reference who I’d pitched, their contact information, the platform, industry, audience, any specific notes relevant to each contact, whether I’d heard back from them, and if we’d secured their collaboration. To begin, I repurposed our PR Tracker template to match the specific categories I needed to track. At JotForm, we pitch various publications, video production channels, influencers, and content contributors that align with our goals or market segments for a product. Pitching might not be the most glamorous part of any job, but it’s important. So, I promise, I volunteered myself for this one because I’m genuinely excited to share how I use JotForm on a regular basis in my professional duties promoting, well, JotForm.įor this particular article, I’ll focus on how I leverage one of our newer products, JotForm Tables, for a variety of my daily duties. (If I could pitch that idea, trust me, I would.) I know how this looks: I work for JotForm, so of course, I’d say something like this, right?īut I think it’s pretty unique to work at a company that makes products you can use so frequently - voluntarily, no less! It’s not like I’m being incentivized to use JotForm in my workflow, after all. What may be surprising is how often I find myself relying on our own suite of in-house products to help me keep my day-to-day tasks organized. As a marketing communications manager for JotForm, a lot of my job revolves around coordinating our marketing efforts and staying organized with our team’s various projects.
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