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
Comments
I would use rules and cck
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
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
Rich Yumul
Sage Tree Solutions
www.sagetree.net
Entrigan, I am very new to
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.
William, SoCalCreations.net, PWREnterprises.com, Real Estate passive income
I would be glad to
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:
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]
[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.
William, SoCalCreations.net, PWREnterprises.com, Real Estate passive income
Have you played around with
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
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.
William, SoCalCreations.net, PWREnterprises.com, Real Estate passive income
Hi, would love to see coding
Hi, would love to see coding example of this, meaning step by step working approach!
Thanks a lot in advance.
greetings, Martijn
More experience better description of scenerio
Hey Guys, I am digging this post back up as I now have many more months of working with Drupal and understand things a bit more. However I find myself in a similar position with this issue. So since I know more about what I am wanting to accomplish I can now layout a scenario that can be better explained.
MY GOAL
To have an "in-line" simple webform that I can place in a custom div to "skin" / "them" the form. This would be a simple selection of Getting a Name, email and phone number and then sending them to a Thank you page and immediately sending an initial email. Emails would be sent by the site to the users email address every 3 days for a period of 3 days and then 1 a week for 2 months. As in a "drip campaign". Each new email would have a link to a new page that is NOT in the sitemap or readily accessible from the site itself, unless you knew the url.
So Breaking this down
ISSUE 1: In line webform. I have seen lots of posts and sites showing how to make this happen, but I haven't been able to get this to work with an existing webform.
ISSUE 2: Auto redirect, this can be done with the webform module and works fine, however I am a bit confused on how to take the info submitted in the webform to customize an immediate personalized email to the user that just entered the info.
ISSUE 3: Making the site automatically send a different email every 3 days that is personalized.
To send an email I am guessing that I would need to create a user account upon a webform creation to store that users info, not sure how to do this either, so that is ISSUE 4.
ISSUE 5: Tracking. The ability to see what stage or email each user has been sent thus far and what they have clicked on to come back to the site.
ISSUE 6: Opt-Out: obviously I don't want to be a SPAMMING engine, so the ability to cancel at anytime and thus put the user in to a new group for later contact.
I am open to anyone working on this with me or producing a new module or guide to show someone how to do this. Please contact me at 619.993.5035 or send me an email at william@pwrenterprises.com.
Thanks group!
William, SoCalCreations.net, PWREnterprises.com, Real Estate passive income
You might be able to use the
You might be able to use the simplenews module http://drupal.org/project/simplenews to perform "drip campaigns". Once simplenews is installed you can enable a block that lets users subscribe to lists and you can schedule newsletters to go out on a regular basis. I don't know if the module sends a message to the newly subscribed user upon subscribing, else there may be another module that hooks into that process or possibly hook into the form_alter function, listen for that form ID and send the message. I also am not sure if upon subscribing a new user account is created vs their email getting sent to a subscribe list.