https://legacy.forums.gravityhelp.com/topic/process-flow-suggestion Gravity Support Forums Topic: Process Flow Suggestion en-US Sun, 19 Apr 2026 23:21:11 +0000 http://bbpress.org/?v=1.0.1 q https://legacy.forums.gravityhelp.com/search.php https://legacy.forums.gravityhelp.com/topic/process-flow-suggestion#post-88086 Tue, 06 Nov 2012 19:03:31 +0000 soupdigital 88086@https://legacy.forums.gravityhelp.com/ <p>Hello,</p> <p>I have been using gravity forms for a while now and they are great but I'm just wondering if they are the right choice for my next requirement.<br /> Essentially I'm looking to do the following as a way to: qualify leads, create a seamless process and produce a reports.<br /> The current flow and implementation I'm thinking is the following:<br /> - A new lead comes onto our site and completes a quick "sign-up" (name + email) for the service we are providing.<br /> - We then send them an automated email requesting they complete a simple profiling form (including agreeing to our Ts&amp;Cs which is very important for this particular process) which is located on our site.<br /> - We receive notification of this form being completed by this user.<br /> - This information is then collated into a consumer profile. This profile is sent to a selection of geographically relevant businesses along with a link to a business profiling form (including agreeing to our Ts&amp;Cs) for them to complete.<br /> - Once the businesses have completed their form, we collate the results (along with data we already hold against them) into a custom report and send this back to the original lead.<br /> - The Lead then digests each report and chooses the business they wish to work with.</p> <p>I'm guessing this will be a combination of gravity forms plus the mail chimp add on but not sure if this is the best way technically or even process wise.<br /> Any help would be greatly appreciated whether it be technical set-up advice or literally another person looking at the way this works and critiquing it. </p>