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best practice collecting in large amounts of data

  • Jul 18, 2023 12:05 PM UTC
  • 6 replies
  • 168 views

I create Celebration of Life Summary Magazines so I need to collect a large amount of data and I am concerned about a long form and the customer experience. Is it easy for a client to come back and complete form? What do you recommend for the form design or maybe this is not the right solution to collect life story data? Will collect personal data, stories, tributes etc. and will have short answers, long form, drop downs, and multiple choices. Thanks you. 

Best answer by john.desborough

@SMerkel - if you connect each form to a google sheet, for example, and capture and pass the email address as the unique identifier between the forms, you can use the functions inside google sheets to pull all the data together on a ‘reporting’ tab using the email address as the identifier for vlookups. 

 

i do this all the time for my forms and for those of my clients. 

 

des

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6 replies

Liz
Ex–Typefomer
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  • Tech Community Advocate
  • Jul 18, 2023 1:21 PM UTC

Hi @SMerkel Happy Tuesday! If possible, I would suggest breaking up the form into multiple and either connecting them together or sending them one by one to ensure there isn’t any data loss. 


  • Author
  • Explorer
  • Jul 18, 2023 4:33 PM UTC

Thanks for your reply.  let’s say there is 8 sections. If I create 5 separate type forms, and I have 50 customers, won’t it be hard to track if I got all 8 sections back from each client?  I don’t see how you would like together. 

 


john.desborough
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  • Certified Partner & Champion
  • Answer
  • Jul 18, 2023 5:49 PM UTC

@SMerkel - if you connect each form to a google sheet, for example, and capture and pass the email address as the unique identifier between the forms, you can use the functions inside google sheets to pull all the data together on a ‘reporting’ tab using the email address as the identifier for vlookups. 

 

i do this all the time for my forms and for those of my clients. 

 

des


  • Author
  • Explorer
  • Jul 18, 2023 7:10 PM UTC

Thank you! I will try that out. 


Liz
Ex–Typefomer
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  • Tech Community Advocate
  • Jul 19, 2023 12:36 PM UTC

Let us know how it goes, @SMerkel !


  • Navigating the Land
  • Nov 10, 2024 5:28 PM UTC

Use conditional logic to show only relevant questions based on previous responses. For example, if a user says they don’t want to add a specific tribute, additional fields for that section could remain hidden.