For me the initial conversation I have with my clients after they pay a deposit and are ready to get started is the most hectic. You need to collect and verify a lot of information. It’s difficult over the phone or in person because the meeting tends to meander and the client doesn’t have all their logins or other details you may need. Usually they send a lot of it over email, and the information eventually ends up scattered across several email chains, and I still don’t have what I need, when I need it. This demo system was designed to address this problem.
The demo utilizes a welcome survey built in Gravity Forms with a Gravity Flow workflow. It also has several custom templates that will generate several printable documents as well as two documents for exporting data.
There are two parts to the demo, a plugin that contains all of the templates, meta boxes, custom post type, etc. and a JSON file to create the intake webform in Gravity Forms, but it also contains the workflow and notifications. This will not work perfectly out of the box because you’ll need to connect your other apps so keep that in mind as you’re setting it up. It’s not so much broken as it is incomplete and this was about as much as a head start as I could give you.
In order to run the demo, you’re need to be using the Genesis Framework. Any Genesis theme will do, but some of the printable templates will print better with themes that have wider pages. You also need the following plugins installed BEFORE you begin or the imports will not work correctly:
Once you install the automation demo plugin, you’ll need to activate the four custom templates. To do this, go to the CLIENT post type. In the menu, go to TEMPLATES and create the following (the slug is shown in paraentheses):
- Mail Merge (mail)
- Branding (branding)
- Export (export)
- Letter (letter)
Then import the Gravity Form. Create a page for the form and publish it.