Podcast

Give form data an afterlife

Season 46 - Episode 6 | Featuring Lee Matthew Jackson

October 24, 2022

Give form data an afterlife
🎃 How to do more with form data.

In this series, Lee looks at a range of WordPress tools that can add value to both the development process and client interactions. For each episode, Lee will define a problem, discuss his agency’s solution, and share a use case.

The problem

Forms are amazing until the point you have to do something with the data. Be it exporting, forwarding the notification email to a colleague, or copying and pasting information into a database, it can be time intensive, and human error can get introduced along the way.

The solution

We use Gravity Forms and its amazing third-party integrations to ensure our data and client data is seamlessly transferred to the relevant platform and the next follow-up action is set.

Use cases

  • Submissions to an attendee directory that create the post in WordPress automatically.
  • Contact lead form posting into Salesforce and creating a follow-up task.
  • Customer satisfaction surveys.

Resources

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