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Collecting User Data with Contact Form 7
Oct 3, 2024
Setting Up Contact Form 7 to Collect and Display User Submitted Data
Overview
The tutorial is divided into three main parts:
Create a user submission form using Contact Form 7.
Optionally create a custom post type for data storage.
Connect the form to a table plugin to display submitted data in a searchable format.
Part 1: Create User Submission Form
Step 1: Install Contact Form 7
Install and activate the Contact Form 7 plugin from WordPress.org or the plugin directory.
Step 2: Build the Form
Data Points to Collect
:
Picture/headshot
Name
Email
Country
Level of expertise
Short introduction
Navigate to
Contact > Add New
to open the form builder.
Name the form (e.g., "Register as a Doctor").
Write form fields using the correct syntax (consider using AI for assistance).
Enable CAPTCHA protection to prevent spam submissions.
Copy the shortcode and paste it into a new or existing page.
Change form settings from draft to live mode before saving.
Step 3: Display the Form
Create a new page to display the form, using the shortcode.
Ensure the form has fields for photo, name, email, country, expertise, and description.
Part 2: Storing User Submitted Data
Step 1: Determine Data Storage
Options for data storage:
Document Library Pro
for documents.
WooCommerce Plugin
for products.
Custom post type for other content.
Step 2: Create Custom Post Type (Optional)
Download and install the
Easy Post Types and Fields
plugin.
Add a new post type with singular and plural labels (e.g., Member and Members).
Add fields for email, country, experience level, etc.
Ensure the custom post type appears in the WordPress admin.
Step 3: Link Contact Form to Post Type
Install
Post My CF7
plugin.
Go to the form builder and navigate to the "Form to Post" tab.
Select the post type created earlier (e.g., Members).
Map form fields to custom fields:
Title: Name
Excerpt: Short description
Featured image: Doctor's headshot
Custom fields for email, country, and expertise.
Save changes and test the form.
Part 3: Displaying Submitted Data in a Table
Step 1: Choose a Table Plugin
Use
Post Table Pro
for custom post types.
Visit the Barn 2 website to purchase the plugin and get the activation key.
Step 2: Create the Table
Click on
Tables > Add New
to launch the table generator.
Set the table name (e.g., "All Doctors").
Select content type to display (Members).
Configure table columns (image, title, email, expertise).
Set up filters and sorting options.
Copy the shortcode or add the table block to a page.
Step 3: Final Testing and Review
Test the form and table display by submitting sample data.
Ensure everything is functioning correctly before going live.
Conclusion
Review the entire process and test thoroughly before launching.
Consider additional options for filters and search features.
Support the channel by liking the video and checking out additional resources.
📄
Full transcript