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Integrating pre-made forms on a membership platform

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Hi there awesome people. I have a question concerning the extent to which the forms can be customized to fit the need of a specific request. Here's what we're trying to do:

We're building a consulting platform for nutritionists. We want the nutritionist to be able to (1) log into the membership area of our website, (2) send a unique URL to their client. That URL would open a Form that we had pre-made for them. (3) the client fills out the form and submits it, and (4) the answers get sent to the nutritionist's email OR back to their membership area on our website. The main issue we see is that the

The main issue we see is that the wordpress integration would make all the answers come back to ONE email address (the person who setup the account). We would need EACH member of our platform to have a different URL for the form so they each get their client's answers back, but not everybody else's. Or have a field in the form that would determine the email address that the form answers are sent to.

I hope that all makes sense to you. We're not coders so we know all this is currently above our pay grade, but we're looking for solutions with systems and/or people who could actually pull it off. We'd appreciate ANY insight on where to look for our answer, whether it be "It's totally possible and easy!" or "only Neo could do that" or "you should talk to [insert coding ninja name here]"...

Thanks so much for your time and help! I look forward to your reply 🙂

I do not know if what follows will correspond to your request but for each form, you have the possibility to define the recipient of the email. The recipient can be made with the information contained in the form and you can add multiple recipients. You can also make a URL with the form information and you can also add parameters to the URL that will be passed to the form. These few informations can be implemented by yourself. If you want more detail on one of it you can indicate it. I am a recent user of Formidable Pro not a confirmed user.

Sean, I think this can be done (fairly easily) using two forms in Formidable. In a thinking-out-loud sketch, this is how I would initially approach the workflow / form design, but note that I did not actually test this all out. This sketch assumes that:

A. Your nutritionist users all have WordPress accounts on your site.
B. The nutritionists' clients do not.

1. Create Form #1 in Formidable - I'll call it "Nutritionist Request to Client."
- Put a UserID field on it and label it Nutritionist ID. This field will be hidden when anyone's looking at the form on the front end, but it will capture the nutritionist's WordPress user ID and email address.
- Next, add a Single Line Text field and label it Client Name.
- Add an Email Address field and label it Client Email. These last two fields are what the nutritionist fills out when they want one of their clients to complete a form. Save the form.

2. Create Form #2 - I'd call it "Client Information" or something. Put an Email Address field on the form (**not** a User ID field) and label it Nutritionist Email. In the Field Options, set visibility of this field to Administrator. In the field itself, enter: [get param=requestoremail]

3. Now, add all the fields that the nutritionist's client will fill out when they get the form. Be sure to include a Client Name (Single Line Text) and Client Email (Email Address) field on this form too. Save the form.

4. Go to Settings -> Form Actions and create an Email Notification. This is the email that the nutritionist will get when their client submits a form. The To should be the Nutritionist Email Address field ID you created in step 2. I'm assuming you know how to set these up in Formidable using the Customizations panel on the right to choose your fields and construct the message.

5. Publish Form #2 Client Information to a WordPress Page; you can title the page something like "New Client Info". Save the page and note down the url (it'll be something like http://www.yourdomain.com/new-client-info/ )

6. Go back to Form #1, to Settings -> Form Actions, and create an Email Notification. This will be the message that the nutritionist's client gets from the nutritionist, asking them to complete the New Client Info form. In the To field, put the Client Email field from the Customizations panel. In the From field, use the Advanced tab of the Customizations panel to put the user email (it'll be something like [123 show="user_email"] where 123 is the field ID of the User ID field you added to the form. Write a message that says something like, "Hello [333]. Your nutritionist has asked you to complete a Client Information form. Please click here to complete the form: " (where 333 is the field id of the Single Line Text field with client name, that you created in #1 above). Then, enter in that URL for the WordPress page from step 5 above and add this to the end of it:

So it'll be something like: `http://www.yourdomain.com/new-client-info/?requestoremail=[123 show="user_email"]` but without the backticks ` - When I saved this response to the thread, it seemed to change the URL when it displayed it here. Just in case, what goes on the end of the URL is:

?requestoremail=
[123 show="user_email"]

all put together on a single line

Change 123 in the link to the field id of the Nutritionist's UserID field from this form.

7. Publish Form #1 on your site on a WordPress Page, title the page something like "Send form to client" or whatever. Link to this page in your nutritionist's members area on your site.

Now, here's what should happen:
- Nutritionist clicks on "Send form to client" link
- Form #1 displays to them, they enter their client's name and email and click Submit
- Client gets an email inviting them to complete the form
- Client clicks on link in email, it opens up Form #2 to them; the unique URL captures the email address of their nutritistionist
- When clicks Submit, the system sends their info to their nutritionist

Again, these instructions aren't fully tested - and this is using some more advanced concepts in Formidable with how the data is passed in the get_param= thing, so I know it might be confusing! But short answer is, yes you can do this. :-) I hope this helps!

Discussion closed.