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best practice collecting in large amounts of data


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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Liz
Community Team
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  • Tech Community Advocate
  • 14862 replies
  • July 18, 2023

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
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  • 2 replies
  • July 18, 2023

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
  • 5264 replies
  • Answer
  • July 18, 2023

@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
  • 2 replies
  • July 18, 2023

Thank you! I will try that out. 


Liz
Community Team
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  • Tech Community Advocate
  • 14862 replies
  • July 19, 2023

Let us know how it goes, @SMerkel !


  • Navigating the Land
  • 1 reply
  • November 10, 2024

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.


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