Hi,
i have a form im building which i am including a HTML Block with a bunch of information and then 3 buttons. The buttons are to select which plan they will use and then populate the form with the pricing information attached. this is on the 3rd page of the form.
the client has asked for this flow specifically so i cant really change. is this possible?
Yes this is possible. Which portion did you need help with?
essentially im trying to figure out how i can place a css table within the html block which has the button to select a "plan to signup to" at the bottom of the html block. i need help taking that selected information into the form and then pricing to
im still setting up the form and table sorry so can't really show my meaning yet...
The layout and look of the HTML block is up to you. However, the URL which the button directs the user to could go to one of three different pages on your site, one for each plan. Each page can embed the same form, but you can pre-populate values for the form before it's displayed. So, http://example.com/plan-one could use a shortcode which populates the values one way, http://example.com/plan-two could do the same with different values, and http://example.com/plan-three could populate them differently again. Here is the method of pre-populating the form that I am talking about: http://www.gravityhelp.com/documentation/page/Using_Dynamic_Population#Shortcode
Now that I think about it, the buttons to choose the plan are not even in a form. Why would they need to be?
wow, many thanks for the quick responses. i will finish building the form i think and then post for you too see as im not really able to articulate it very well.
the flow is this:
Start Form
=> page1) input user contact information
=> Page2) input further information
=> Page3) select plan -> Select Payment type -> Setup Payment:
=> Page4a) send information to payment gateway (paypal). => Confirmation Page
=> Page4b) send to Confirmation Page with Bank Transfer Details.
hopefully a bit clearer otherwise i hope to have the first run at the form up in the next hour or so
I see now why it is in the form. On step three is where the HTML block with the buttons will be. Let's see what you put online and go from there. This may end up being multiple forms though, or end up with some complex conditional logic.
Hi,
http://sydneypropertiesonline.com/sellers-agent/ is the form currently viewable, i think you can see clearly where im getting to and got stuck.
I think i can figure out the conditionals information for payments so not a huge issue but would love to add the connection between the bug buttons and selecting the correct "option" below.
Thanks for your help
I see where you're at right now. Looks good so far. You've collected data on the first couple pages (one and two.) I think at the end of page two I would make the next button a submit button (you can change the text to "Next" instead of submit, if you want.) At that point, you are done with form one and you have captured their lead details.
In form one, use a redirect on the confirmation settings. Send the values you want in the query string. Use the query string builder with the merge tag drop down, on the "redirect" option of the Confirmation tab. You will send the person who submitted the form to a landing page, and send their submitted details in the query string.
On the landing page for the confirmation setting of the first form, you will need to capture these details and use them in the three button links. You can use the URL Params plugin to create the button links using the query string parameters. http://wordpress.org/extend/plugins/url-params/
The button links will be a combination of submitted information and your variable plan information, and will point to your second form. In your second form, you need to "Allow fields to be populated dynamically" for anything you are sending in the query string (the link which is attached to the button.)
Is that enough information to get you moving to the next step?
great, got it :-)
only issue im working through is pulling more details through to the url where i add the plan data...
will sort it out i assume :-)
one remaining question, how can i build a page then that matches entries in form 1 to the matching entries in form 2 (i.e. signups to payments)
thanks for your help
Ideally, you will pass all the data captured in form one onto form two, so you never really need to look at form one entries. I guess you could look at them if you had more of them and people were abandoning your process. But the way it should work, when you have it set up, is that the form entries for form two are 100% complete and include data captured in form one AND form two. If you have an entry for form two, there should already be an entry for form one, but it will contain a subset of the information in form one. Form one will capture some data, you will send all that to form two, and form two will capture the rest of the data.
hrrmmm, makes sense will have another go and see what comes up,
biggest issue i have is presenting the data dynamically to the css table... atm i have hardcoded the url and unsure how to do this part....
google here i come :-)
I think you are on the right track and doing OK with it so far. Let us know if you get stuck on a specific issue, and we'll help you with them one at a time as they come up.
