Blog•
on January 8th, 2011•
If you would like to insert a cForms form into your WordPress website without using the TinyMCE or Widget function, you can do so by inserting this code in your template:
<?php insert_cform('Default'); ?>
Replace ‘Default’ with the name given to your form.
Blog•
on October 20th, 2010•
I use cForms on a number of my websites as my go-to form application. I create everything from rental forms, registration forms, and contact forms.
Oftentimes, my clients want access to the information that users are entering into the online forms. I have found that the email function has not always been reliable. So, I have moved to saving everything to the database. So my clients want to be able to access this database to see who has signed up or contacted them.
Here is a way to set this up for your client:
- After installing cForms to your WordPress-based website, go to cForms ‘Global Settings’ within the menu area.
- You will see one option at the bottom for ‘Database Input Tracking.’ Expand that area.
- Check the box to enable database tracking. This will create an area in your database where all cForms user inputs will be stored.
- Also, check ‘enable global rss.’ This is a great feature that sets up an RSS feed for when someone fills out your form.
- You can provide this RSS feed to your client who can add that to any RSS reader they use. They will then see every time information is added.
- The next step is to add the ‘Capability Manager’ plugin to your WordPress website.
- Create a user profile for your client. If they will not be making content updates to the website, I recommend added them as a ‘Subscriber’ so that they don’t have access to areas where they could mistakenly delete website content.
- Now, under the Users menu, choose the ‘Capabilities’ option.
- Make sure you are making changes to the ‘Subscriber Level’ and check the box for ‘Track cForms.’
- Now, your client has access to view records in the database.
- My suggestion here is to provide your client with the RSS feed. When your client sees a new entry, they can click on the entry and it will lead them to the WordPress sign in page. They enter their username & password that you have set up and they have access to just the track cForms area. They can download all information into a .csv file or view individual records.
- Just make sure they know that they are able to delete fields when they track cForms and so to be careful.
Another suggestion is to use a Database Backup plugin (WordPress Database Backup is my favorite) that emails a DB backup every hour, day, or week to your attention. You will need to choose to have all cForms data included in that backup. This way, you will have a backup of anyone who has ever filled out a form on your website. And plus, you need to be backing up your database anyway.
If you have any questions about this process, send me a comment in the box below and be sure to check the box to be included on any subsequent comments.
Recent Comments