Adding (or replacing) new "enquiry" form

This topic contains 4 replies, has 2 voices, and was last updated by  Alex Rollin 5 years, 11 months ago.

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  • #432692

    Janet Pearson
    Buyer
    Post count: 17

    Hi all, I’ve been trying to work out how best to integrate our client’s GeoDirectory with the Salesforce CRM mystem. We’ve been given a straight HTML form (with first name, last name, email, etc.), which will send all the relevant information to Sales Force, but I’m not quite sure how to fit it into the flow for when a user uses the “send enquiry” form.

    The two ideas I have thought of are:

    – replacing the whole “enquire” form with an entirely-custom form (still in a modal box, though!)

    -OR-

    – creating an entirely-custom form, either redirected to (and submitted) when a user submits the standard “enquire” form, or including it invisibly in the modal box and submitting it along with the regular form via Javascript

    I am more than happy to hear any other ideas as well, though, because I’m pretty stumped as to how best to do this! I’m moderately-skilled at PHP, HTML and CSS, but I’m not overly familiar with WordPress’ “functions.php” or how to hook in to various parts of GeoDirectory. I’ve managed to replace the URL in the “b_send_inquiry” link, but that just took me to a different page without a modal box.

    Thanks in advance for any help you can offer!

    Kind regards,

    — Nathan

    #432693

    Janet Pearson
    Buyer
    Post count: 17

    Hi all, I’ve been trying to work out how best to integrate our client’s GeoDirectory with the Salesforce CRM mystem. We’ve been given a straight HTML form (with first name, last name, email, etc.), which will send all the relevant information to Sales Force, but I’m not quite sure how to fit it into the flow for when a user uses the “send enquiry” form.

    The two ideas I have thought of are:

    – replacing the whole “enquire” form with an entirely-custom form (still in a modal box, though!)

    -OR-

    – creating an entirely-custom form, either redirected to (and submitted) when a user submits the standard “enquire” form, or including it invisibly in the modal box and submitting it along with the regular form via Javascript

    I am more than happy to hear any other ideas as well, though, because I’m pretty stumped as to how best to do this! I’m moderately-skilled at PHP, HTML and CSS, but I’m not overly familiar with WordPress’ “functions.php” or how to hook in to various parts of GeoDirectory. I’ve managed to replace the URL in the “b_send_inquiry” link, but that just took me to a different page without a modal box.

    Thanks in advance for any help you can offer!

    Kind regards,

    — Nathan

    #432712

    Alex Rollin
    Moderator
    Post count: 27815

    Hello!

    That would be a customization and outside of what we can do here in support, but here are some links on the subject that should help.

    That said, we have seen this done in lots of ways, and we recommend taking a look at the Formidable forms link below:

    Related Links:
    Change the Enquiry form: https://wpgeodirectory.com/customise-send-enquiry-form/
    Core shortcodes: https://wpgeodirectory.com/docs/core-shortcodes/
    Customize GD Templates: https://wpgeodirectory.com/docs/customizing-geodirectory-templates/
    Dynamic shortcode: https://wpgeodirectory.com/formidable-forms-in-geodirectory-tabs/

    In GDV2, the next major version upgrade that will be out later this year, the integration of other plugins is made much easier. Feel free to take a look at this guide for integrating Ninja Forms, for example: https://wpgeodirectory.com/docs-v2/addons/ninja-forms/

    If you have questions about the Formidable integration, you can post code back here to share and we can take a look.

    #432879

    Janet Pearson
    Buyer
    Post count: 17

    Hi Alex, and thanks so much for your help. I decided to add some CURL calls to the “geodir_after_send_enquiry” hook in functions.php, and it’s worked like a charm!

    — Nathan

    #432907

    Alex Rollin
    Moderator
    Post count: 27815

    Neat! Thanks for letting us know, Janet!

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