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Any creative way to do this?

  1. SoundsGood
    Member

    Hi guys,

    I've got a typical form that is filled out by potential clients while they are on our website. It is set up to auto-reply with an email message (and I'm going to look into using MailChimp as well).

    Now... if this potential client happens to call in by phone (rather than use the website) then WE have to fill out the form so we can still keep a record of the client's info.

    Problem: when we do this using the clients email address, they will get an auto-reply saying "Someone will be in touch with you shortly", which obviously doesn't make sense since we've already talked to them. If we use our own email address, we won't have the customer's email address on file.

    Since we can't manually turn off the auto-reply per submission, I'm stumped on how to fill out the form for the client but NOT have an auto-reply sent to them.

    Any creative suggestions on how to achieve this?

    Thanks in advance!

    Posted 13 years ago on Saturday September 25, 2010 | Permalink
  2. gmcalp
    Member

    Why not create a duplicate form (name it something like Client Call-in), put it onto a privately published page, and turn off the auto-reply function of that form?

    Posted 13 years ago on Saturday September 25, 2010 | Permalink
  3. SoundsGood
    Member

    Yeah, thanks, I thought of that too -- but then the data would be stored in two separate places (I was hoping to be able to merge the data together rather than have two separate lists).

    Well, just in case I don't get a better suggestion, is there an easy way to create an exact duplicate of a form?

    Thanks.

    Posted 13 years ago on Saturday September 25, 2010 | Permalink
  4. gmcalp
    Member

    True to the storage in two different places, but you could export the entries from both forms to CSV files and import them into excel or access (or another database) to parse out the data.

    Yes, you can duplicate the form via the 'Edit Forms' panel. If you hover over the form name, then a bunch of links come up and one of them is 'Duplicate'. Click on that and you'll get a new form called 'Form Name - Copy 1'. Just rename it to what you want and insert it into the page you want.

    Posted 13 years ago on Saturday September 25, 2010 | Permalink
  5. SoundsGood
    Member

    Okay... thanks a lot! :)

    Posted 13 years ago on Sunday September 26, 2010 | Permalink
  6. Another thing you could do, is to put your email in when filling in the form, and write down their email on a notepad, then once you have submitted the form, you can edit the form you just created and put in their email.

    Posted 13 years ago on Monday September 27, 2010 | Permalink
  7. SoundsGood
    Member

    >> Another thing you could do, is to put your email in when filling in the form, and write down their email on a notepad, then once you have submitted the form, you can edit the form you just created and put in their email.

    Hmm, that's not a bad idea. I already created a duplicate form and made a new page for it, so I might just use that for a while... but I *do* like this idea. Thank you!

    Posted 13 years ago on Monday September 27, 2010 | Permalink