Formidable forms for us? Advice on tracking submissions per user, limiting view to a date

By: Naomi Spirit | Asked: 09/20/2023
ForumsCategory: IntroductionsFormidable forms for us? Advice on tracking submissions per user, limiting view to a date
Naomi SpiritNaomi Spirit asked 7 months ago

I'm in the initial stages of determining whether Formidable Forms is a solution for us.  I would appreciate advice/ hints. I have made a form which shows the entries on a page easily, but there are some more complex mechanisms to look at. We want registered users to submit an entry every day for 30 days.  We will have a different page with a view of each day of entries. If they miss 1 days submission, they receive an email warning, if they miss another, then they can no longer be part of the scheme (unless moderators intervene). Here are the current blocks

  1. Is there any other way of changing the visibility of the submission form? I can't do it based on the user status as several user types could join the scheme, it needs to be based on something else like belonging to a mailing list.
  2. Is it possible to use the username in the view? I tried putting the username into a link but it comes out blank and it says usernames will not be shown on the form.  This is essential for us. 
  3. Is it possible to limit a view to show entries from a specific date?  I guess we could have a separate form per day if necessary.
  4. Is it possible to track user submissions? I need to send an email if they haven't submitted an entry, or two. Any suggestions on how to go about this?  I was thinking form actions may have allowed me to update a ACF on the users account after they have submitted which would be something I could then use elsewhere to see if they have missed a day ... but that seems like a dead end ... and not sure how close that would have got me anyway.  Next I was thinking about email funnels with Mailpoet or similar but I'm struggling to connect the dots on that either. Then onto Zapier but not seeing how that would help either!

I would really appreciate any advice from you pros!   Thanks Naomi  

1 Answers
Victor Font answered 7 months ago
This is a lot to unpack, I'll answer each question in the comments below:
Victor Font replied 7 months ago

Is there any other way of changing the visibility of the submission form?

Form permissions can be applied to WordPress user role in the Form Permissions tab of the form's settings page. Beyond WordPress user role, checking for email list membership requires custom code.

Victor Font replied 7 months ago

Is it possible to use the username in the view?

Yes.

Victor Font replied 7 months ago

Is it possible to limit a view to show entries from a specific date?

Yes.

Victor Font replied 7 months ago

Is it possible to track user submissions?

Yes, with custom code. Mailpoet, by the way, is not a sales funnel tool. Use Active Campaign or another CRM for sales funnels.

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