Question

Multiple entires - escape hatch

  • 31 August 2023
  • 4 replies
  • 23 views

Hi,

 

We run a business where we match people with their ideal personal trainer or online fitness coach. We’re investigating using typeform to improve our usability.

 

One of the forms we would have to use would be for our members who are fitness professionals to tell us about their ideal clients so we can match up the information we receive from the potential clients we generate. Getting them to fill the entire form once is fine, but if something changes such as their specialities, or where they are based, I would like them to be able to only fill out up to where has changed.

 

If I add an option on each question on this survey to allow them to end the survey after they have inputted their information that has changed - will the information on the remaining questions from the first time they filled in the form remain or be deleted?


4 replies

Userlevel 7
Badge +5

Hi @TheGymAdvisors Thanks for stopping by. Sounds like an interesting question! Each form submission is captured separately, so the information a respondent has previously submitted won’t be deleted until you manually delete it. Are you planning to integrate the form to a sort of CRM system? 

Hi @Liz, eventually yes it will be integrated but for now it will just be embedded on a dashboard.

 

I think, after a lot of work today, the sensible thing for us to do is to break the questions down into sections and create a form for each of the sections.

Userlevel 7
Badge +5

Oh yeah, that’s a great idea, especially if the form is quite long!

Userlevel 7
Badge +6

@TheGymAdvisors @Liz - you might consider connecting the form to a Google Sheet so that all the data goes to a google sheet - if you use multiple forms, you can have each typeform connect to the same google sheet, it just shows up as an additional tab

you could then allow the user to come back and update the form/section, however you implement it, and as long as you use the same identifier ie email address, you can use macros/formulas to link the data across forms and consolidate the entries for each email address. You could set it up to have the “specialty one” field updated with most recent change, for example, if there are say two entries for the same email (one last month and one today) by looking at the submitted date for each record, evaluating which is the most recent and write the most recent version into a ‘master record tab’ so that each email had one master set of data.. 

just a thought

des

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