Forms and data gathering

SoCalCreations's picture

Hi every one,
I am looking for some guidance on how best to implement a web form and process.

Form 1 Requirements:
1) Need to gather basic info (first and last name and email)
2) It then needs to send an email to a designated admin/webmaster email informing them of the new data, formatted in a logical email note.
3) The site auto responds with an email to that user with a thank you we got your info email with other custom text about not spamming, not selling their info, etc...
4) Using Cron or a scheduler, the site then needs to send out up to 10+ formatted emails as followups at regular intervals with each email being a different custom one, which would include a link to a more specific form (see Form 2 below) as well as links to various info on the site pertaining to that email.

Form 2 Requirements:
1) Need to gather a TON more info about the user, with various fields of radio, check boxes, long text, memo, long integer numbers, etc..
2) Auto respond back to the user the thank you letter and a formatted copy of the information given.

The purpose of this is to inform and educate the user with the topic and then to convert them to a customer.

If something like this doesn't exist yet, are there any talented developers willing to take on this challenge?
Thanks
Will

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I would use rules and cck

entrigan's picture
entrigan - Wed, 2009-07-29 21:17

I would use rules and cck content-types for each form. Rules can handle the emails and scheduling, and since it supports tokens you can customize the messages.


Autoresponder

rich.yumul's picture
rich.yumul - Thu, 2009-07-30 05:50

I'm not aware of a module that does what you're asking right out of the box, but it sounds like you just need an Autoresponder. They're also known as 'drip campaigns', where a different email piece would be sent out to the person on a predefined schedule. Most email marketing services offer time-based autoresponders.

You could just possibly get away with that, or depending if it's warranted, you might integrate your autoresponder messages with forms built up with the webform module.

HTH!

Rich Yumul
Sage Tree Solutions
www.sagetree.net


Entrigan, I am very new to

SoCalCreations's picture
SoCalCreations - Thu, 2009-07-30 06:09

Entrigan, I am very new to Drupal, but that's not to say that I haven't been progressing very quickly. I have just been a bit surprised that a true marketing auto-responder doesn't exist yet...or at least that I have found, yet. I am not that familiar with how to integrate your suggested solution, would you care to explain more perhaps in an email?

Rich, the only auto-responder I have found so far in the modules seems to fall short of my requirements and it isn't fullly developed for D6 yet, as a matter of fact it almost looks abandon, which is a shame. I did however find the authors website and posted my suggestions there today, hopefully he will get back to me with some info.

I am still very much open to learning guys, keep the suggestions coming, especially if you have done part of what I am looking for and have an idea what might fill the void. This is probably the most valuable missing module I have yet to find as I stated earlier, it helps to take a visitor to a client to a customer.

William Burdine
SoCalCreations.net
PrePaidLegal.com/hub/williamburdine, because bad things happen to good people. Life happens and you shouldn't pay for someone else's ineptness or mistakes.


I would be glad to

entrigan's picture
entrigan - Thu, 2009-07-30 07:02

I would be glad to elaborate. First let me say that I have never done this implementation and it is possible I do not fully understand your requirements.

With that said, here is how I would go about creating said system:

  1. Install CCK and Rules and Token
  2. Create a CCK Content Type with fields for First Name, Last Name, and Email
  3. Create a rule set "ruleset1". Configure it to accept a Node ID arguement.
  4. Add a new rule to "ruleset1" and add the required actions to this rule. The action you want is probably "Send a mail to an arbitrary mail address".
  5. Fill out all the fields for this action. You will need to use the appropriate CCK field token to specify the recipient field.
  6. Create a new triggered rule "trigrule" that is triggered upon new content creation
  7. Add an action to "trigrule" to schedule "ruleset1". Enter something like +3 days.
  8. Depending on the desired result you can optionally make "ruleset1" recursive by making it reschedule itself. Otherwise you can configure X different rulesets.

I obviously glazed over a lot of the process, but I would be glad to explain my thinking in further detail when I have time. Basically the idea is that Rules can handle emails and scheduling, CCK can handle content gathering, and with a little finesse you can make them work together to create your auto-responder. The hardest part of all this is that the Rules documentation is very sparse, and the interface is very... difficult. Like using views1 when you wish so bad you could use views2.

Hope that helps.


[deer in headlights]

SoCalCreations's picture
SoCalCreations - Fri, 2009-07-31 17:01

[deer in headlights] LOL

Okay I think I have what you are saying and let me toy around with this over the weekend. Would it be possible to meet to show you what I am thinking if I get stuck? My number is 619.993.5035.

Thanks for the info, I will start playing with this idea!

William Burdine
SoCalCreations.net
PrePaidLegal.com/hub/williamburdine, because bad things happen to good people. Life happens and you shouldn't pay for someone else's ineptness or mistakes.


Have you played around with

entrigan's picture
entrigan - Mon, 2009-08-03 18:59

Have you played around with it yet?

Sounds good. Is there group meeting this Wednesday or is that next week? Either way I can make some time this Wednesday to meet, let me know.

-Zack


Actually I am having a tough

SoCalCreations's picture
SoCalCreations - Tue, 2009-08-04 00:18

Actually I am having a tough time with the rules...I think I got the content created correctly, but I am a bit confused where to go to next. I would love to meet to go over it, maybe we can both learn something :) Feel free to call me anytime 619.993.5035

William Burdine
SoCalCreations.net
PrePaidLegal.com/hub/williamburdine, because bad things happen to good people. Life happens and you shouldn't pay for someone else's ineptness or mistakes.


Hi, would love to see coding

Summit - Thu, 2009-11-05 13:11

Hi, would love to see coding example of this, meaning step by step working approach!
Thanks a lot in advance.
greetings, Martijn