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How best to use multiple forms to control showing videos

  1. contractors
    Member

    On a new WP site I want to display a Gravity Form at the beginning of each step of a multi-step sales qualification workflow:

    1. Present a web visitor Form#1 that asks for name and email, then show Video#1

    2. If the web visitor likes what they see in Video#1 then in order to see Video2 they must fill out Form#2 (which asks for some personal data)

    3. I then want to perform a simple qualification routine on the data collected on Form2 (nothing fancy, just basic qualification checks like age and income meeting certain levels). If they pass the qualification routine then show them Video#2.

    4. Repeat same process using Form#3 and Video#3.

    Any suggestions as to how best to use Gravity Forms to control the showing of the videos at each step?

    (note: if someone views one or more videos and steps away but returns later then ideally they would not need to start anew with Video#1)

    Posted 7 years ago on Tuesday August 14, 2012 | Permalink
  2. 1. Present a web visitor Form#1 that asks for name and email, then show Video#1

    This is no problem. Require the visitor provide name and email and once they have done that, send them to the confirmation page which has video 1 embedded.

    2. If the web visitor likes what they see in Video#1 then in order to see Video2 they must fill out Form#2 (which asks for some personal data)

    You can do this. On the page which holds video 1, you can have an additional form, which requires more detailed information. On the page which holds form 2, you can pass data from form 1, name and email address, so they do not have to fill that in again. You can read about populating fields dynamically here.

    3. I then want to perform a simple qualification routine on the data collected on Form2 (nothing fancy, just basic qualification checks like age and income meeting certain levels). If they pass the qualification routine then show them Video#2.

    You can do this. You can require a range of numbers for age and a range of numbes for income as well. If it's more complicated than that, you can use the gform_validation filter to create your own rules and return an error if the requirements are not met.

    4. Repeat same process using Form#3 and Video#3.

    Same process as above.

    Any suggestions as to how best to use Gravity Forms to control the showing of the videos at each step?

    See above.

    (note: if someone views one or more videos and steps away but returns later then ideally they would not need to start anew with Video#1)

    This part is not easily doable. There is no concept of partially filling out a form and coming back to it in Gravity Forms, and because all these pages and forms are separate, having he visitor return and pick up where they left out would be difficult. You might be able to do this with a PHP session or cookies, but it's not built in and would require heavy customization.

    Please let us know if you have any more questions.

    Posted 7 years ago on Wednesday August 15, 2012 | Permalink
  3. contractors
    Member

    Thanks. I am now following your suggestions (which completely answered my original question) however I now realize that I need to expand Step 1 to include WP registration AND email verification.

    If I changed the requirements of Step 1 above to the following:

    • 1a. Present a web visitor Form#1 that asks for name and email
    • 1b. use that name and email to perform a WP user registration (presumably using Gravity Form Registration Add-On)
    • 1c. user must wait for a confirmation email (perhaps also containing their new WP password)
    • 1d. user clicks a link in that email that shows them Video#1 (and then the process continues on as before with Steps 2, 3, etc.

    ... then can you point me in the right direction for implementing Steps 1a-1d in a Gravity Form-friendly way?

    Note that I realize that for Step 1d that if they click on a link in that confirmation email then they may need to use their new WP credentials to login before seeing Video#1, and that would be fine but I am just not sure how to implement.

    Any guidance greatly appreciated.

    Posted 7 years ago on Thursday August 30, 2012 | Permalink