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Help with using forms to collect customer information.

by FightORFlight
4 replies
Hello Warriors -
I'd like to set-up a system on my website where customers complete a questionnaire form, click "submit" and then their information populates the right product for them. The product itself is just content (PDF), but I want the PDF they receive to be customized based on their completed form.

I would like to find something that automatically populates the right PDF for them after the form is submitted, instead of them submitting the form to say my email, and me manually sending them the right PDF.

Anyone know of any tools/software I could use to accomplish this?

Thank you very much for your feedback!
#collect #customer #forms #information
  • Profile picture of the author CliffUK
    Not so neat perhaps, but you could at least temporarily give a drop down list or radio button for your products (pdf files) so they choose before submitting the form what you send to them (or which page they are directed to).

    Depending on how they arrive at the form page you could preselect them first, then send them to the right form for the right product - so they dont have to make a selection to receive the right product.

    Perhaps it depends how you want to manage your user data after they sign up.

    If i've misunderstood the question, and you actually want to insert form data into a product before you supply that to them this is a different thing. I believe Adobe have a product for this.. like a pro version of reader or an add-on.
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    • Profile picture of the author FightORFlight
      Originally Posted by CliffUK View Post

      Not so neat perhaps, but you could at least temporarily give a drop down list or radio button for your products (pdf files) so they choose before submitting the form what you send to them (or which page they are directed to).

      Depending on how they arrive at the form page you could preselect them first, then send them to the right form for the right product - so they dont have to make a selection to receive the right product.

      Perhaps it depends how you want to manage your user data after they sign up.

      If i've misunderstood the question, and you actually want to insert form data into a product before you supply that to them this is a different thing. I believe Adobe have a product for this.. like a pro version of reader or an add-on.
      I don't think you misunderstood the question, it's far more likely that I'm not asking the right one -- what I'm trying to do is way over my head!

      I think I may want to do the latter as you described in which Adobe might be an option. Each visitor will complete a form on my website that consists of drop-down questions, and their answers will produce the right PDF for them. I want it to feel customized, so after they select what they need, a PDF plan is populated for them based on those needs. I'll do some homework on Adobe products. Appreciate your feedback!
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      • Profile picture of the author studioc5
        You might also consider checking out some CRM software that has good flexibility with forms. I would only pursue this route though if you planned on taking advantage of lead nurturing - because you'll be paying a monthly fee for the software.

        You would also have the ability to gauge interest of your leads, by tagging each user who fills out the form or revisits your site with whatever you would like.
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  • Profile picture of the author radhika
    There are some Free php classes that creates PDFs on fly. May be you can hire a programmer to modify this so it accepts and creates PDF on fly.

    Do a search on Google 'php class pdf creation'. or something like that.

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