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:
    1. Create a user submission form using Contact Form 7.
    2. Optionally create a custom post type for data storage.
    3. 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:
    1. Document Library Pro for documents.
    2. WooCommerce Plugin for products.
    3. 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.