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Author Topic: Simple contact form  (Read 1571 times)

benjee

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Simple contact form
June 12, 2012, 06:41:40 am
Hi there,

I've just set up CiviCRM for Wordpress and it's looking great.

One of the things I'd like to do is replace the website's current 'contact us' form with a simple form that is properly integrated into CiviCRM- e.g. so that a new contact is created and the contents of the enquiry are stored. The basic fields would be-

-First name
-Last name
-Email address
-Subject
-Enquiry

I know there are a number of ways to do this using profiles, activities, cases etc, but just wondered what the 'recommended' method would be?

Thanks!

Hershel

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Re: Simple contact form
June 12, 2012, 10:53:49 am
Quote from: benjee on June 12, 2012, 06:41:40 am
I know there are a number of ways to do this using profiles, activities, cases etc, but just wondered what the 'recommended' method would be?

I don't think an activity or case would be in order. I would use a profile I think.
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benjee

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Re: Simple contact form
June 12, 2012, 11:51:30 am
Thanks Hershel- and you'd just use a custom field or 'note' to store the contents of the enquiry itself?

Hershel

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Re: Simple contact form
June 12, 2012, 12:13:49 pm
Good question. If it's a Note you may get confused later as why this person has a note like "Do you deliver pizza in Brooklyn?" so perhaps a custom field.

Also consider however what will happen if the same person sends the contact form twice. The note/custom field may be overwritten, unless perhaps it's a multi-value type. Not sure how that works -- you have to test empirically to be sure.
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benjee

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Re: Simple contact form
October 08, 2012, 01:37:20 am
Hi Hershel,

Thanks for this- and good point about the notes field. The main advantage of using the notes field seems to be that a new note is indeed created for each enquiry rather being overwritten, so works well in that respect.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Simple contact form

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