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Author Topic: Best way to make this work with CiviCRM? Survey? Petition?  (Read 1134 times)

christiemade

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Best way to make this work with CiviCRM? Survey? Petition?
October 09, 2013, 02:57:09 pm
I have CiviMember installed and when members are logged in they need to be able to be asked a series of questions.  The questions need to go into Profile fields.  There will be two surveys ("sets of questions"), and each set of questions needs to have multiple steps.

Survey 1:
   Step 1: 3 questions > next
   Step 2: 5 questions > finish
   > Answers go into profile

Should I be using Surveys for this? I can't figure out how to allow users to fill out the survey themselves.  No public facing URL to use? Petition only seems to allow a signature? A generic webform wouldn't go into profiles?
« Last Edit: October 09, 2013, 03:03:25 pm by christiemade »

Donald Lobo

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Re: Best way to make this work with CiviCRM? Survey? Petition?
October 10, 2013, 12:10:39 am

in general i would first think about data and what data u want to collect rather than what tools.

for general data collection from your member base, u should use profiles and webform. Both allow u to assemble fields and create from from your DB

webform is a lot lot more powerful with some amazing features, so strongly recommend folks use (and also contribute towards making it even better) that (in drupal)

lobo
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christiemade

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Re: Best way to make this work with CiviCRM? Survey? Petition?
October 11, 2013, 08:00:29 am
Is there a webform for CiviCRM in Wordpress?

christiemade

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Re: Best way to make this work with CiviCRM? Survey? Petition?
October 11, 2013, 08:59:26 am
It looks like I am able to get this to work just by creating a series of profiles and linking them together.

However, each set of data (profile) needs to be duplicated once a week and assigned to a certain entity. I had originally made each entity be a Campaign.  However, if I make my profiles use activity fields, they throw this error when trying to view the profile form: "Profile search, view and edit are not supported for Profiles which include fields for more than one record type.".
Even if I just put only one field in that's an activity I get that. Why?

What is the best way to make data repeatable but assigned to a different identity? (all within a single contact).  So every individual could have the same set of questions answered for a different entity?

For example... 
If the questions were "favorite color?" and "favorite type?"
and one week that question gets assigned to an entity called "Flowers" - User chooses "Pink" and "Roses".
next week the question gets assigned to an entity called "Animals" - User chooses "Brown" and "Beagles"
Later, an admin could go into the individuals profile and see - Flowers - Pink/Roses,  ANimals: Brown/Beagles

I am trying to look at it from the data end but I still don't know the best way to do it!

Donald Lobo

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Re: Best way to make this work with CiviCRM? Survey? Petition?
October 11, 2013, 07:45:37 pm
Quote from: christiemade on October 11, 2013, 08:00:29 am
Is there a webform for CiviCRM in Wordpress?

Unfortunately no :(

would be good to get a webform like integration (maybe with gravity forms?) for wordpres

lobo
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nant

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Re: Best way to make this work with CiviCRM? Survey? Petition?
October 12, 2013, 03:55:35 am
Quote from: Donald Lobo on October 11, 2013, 07:45:37 pm
Quote from: christiemade on October 11, 2013, 08:00:29 am
Is there a webform for CiviCRM in Wordpress?

Unfortunately no :(

would be good to get a webform like integration (maybe with gravity forms?) for wordpres

lobo

There is also no webforms equivalent for Joomla.

IMHO, civicrm needs better integration with Joomla and Wordpress - you should not assume that civicrm users are using drupal.
--
Nick (aka nant from CB Team)

Donald Lobo

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Re: Best way to make this work with CiviCRM? Survey? Petition?
October 12, 2013, 06:00:49 am
Quote
There is also no webforms equivalent for Joomla.

IMHO, civicrm needs better integration with Joomla and Wordpress - you should not assume that civicrm users are using drupal.

Agreed. and we'd love to have more developers (like yourself) from the joomla and wordpress community to contribute back to their respective joomla / wordpress plugins and help them integrate with civi

from a core perspective, we focus a lot more on improving common functionality that works across all CMS's

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCampaign (Moderators: Kiran Jagtap, xavier) »
  • Best way to make this work with CiviCRM? Survey? Petition?

This forum was archived on 2017-11-26.