• Resolved jaimemm

    (@jaimemm)


    Hello,

    I have two questions regarding this incredible pluggin. (great work. Will donte)

    First: how to prevent form import as leads.
    In my site I have forms for very differnet purposes. Only 4 of 15 forms are relevant to leads, the rest should be ignored. How do I tell the pluggin to ignore those forms?

    Second: How to prevent email delivery
    I would like NOT to send emails. The Contact form 7 plugin i use already sends a copy to the lead dispach team, and the lead salesforce does not requiere to reviece emails.

    Could you, please, add a checkbox for those features?

    One to ignore a form. The other to prevent emails delivery

    Thanks again for this pluggin.

    Regards,

    Jaime

    The page I need help with: [log in to see the link]

Viewing 6 replies - 1 through 6 (of 6 total)
  • Thread Starter jaimemm

    (@jaimemm)

    I’ve looked into the code a bit, and It seems that the easiest way to control what form submits to consider as leads is to have a DB table where only the Forms I want to import appear.

    Then, before adding a lead upon form submit, you’ll have to evaluate if to include it or not. The code line to do that seems to be in the library folder.

    Plugin Author Upi

    (@upi)

    Hi
    we’ve just released a new version with minor bug fixes, including emails.
    please test and let us know
    Thanks
    Uri

    Thread Starter jaimemm

    (@jaimemm)

    Hi there!

    It seems that that the feature requested regarding email was not implemented.

    The request was to be able to prevent email delivery.

    Regarding the forms to be considered, I cannot check the forms I want to include in the lead process and which I do not.

    Will you be able to implement this?

    Regards.

    Plugin Author Upi

    (@upi)

    Hello Jaime,
    we have released a newer version – with new option:
    “Disable form integration with UpiCRM” .
    per each form you now have a button at the bottom of the form – by default every form is integrated but you can opt out a single form/s per your choice.

    About email notifications – I would just suggest to edit the email address of the default user to a non existing email “noone@no.com

    Can you please see if this works for you ?
    Thanks
    Uri

    Thread Starter jaimemm

    (@jaimemm)

    Great!!!! That’s exactly what I needed, regarding the forms! Great work!

    As for the emails, I understand that it may not be a priority right now, but it would be nice to have. Changing the emails is a solution, but only halfway. The users will miss other email notifications for other things, and that is a problem.

    But we can start working right away with your recent implementation .Thanks a lot!!

    Plugin Author Upi

    (@upi)

    so, I guess I can mark this as resolved ?
    🙂
    we’ll include the email sending / not sending feature on our list for the coming future.

    Thanks !!
    Uri

Viewing 6 replies - 1 through 6 (of 6 total)
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