Webform-event-prospect setup - help?
Answered
We love PODIO so much that we are moving our entire business to it! One of the things that's giving us trouble, though, is how to set up our seminar registration in PODIO.
We want to have prospects sign up for seminars in PODIO. We have two apps - prospects and seminars, with an app reference from prospects --> seminars.
Using the prospects webform embedded on our website (great feature), people can sign up for our events. Here's the problem - the webform gives them a list of every seminar in the app, including seminars that have already passed. So, in 6 months, a prospect who tries to sign up for an event would get a list of about 20 possible events to sign up for, creating plenty of confusion and potentially preventing them from signing up at all.
So how could this be solved?
Delete old workshops once they pass. This is not ideal, since we would love to have the old seminars available for marketing research (to know which seminars came from which seminar).
Improve the ability of webforms to change how they call data from an application (selectively reference only specific items in an app, for example), or have an event-specific capability not to be able to sign up for previous workshops.
Integrate with more sophisticated webform program, such as Formstack or Wufoo. These programs have conditional formatting in their webforms, so they can filter what gets referenced in their forms. The problem, though, is that these programs have a hard time integrating with PODIO (we have used a company called itDuzzit to try to connect them, but it gets really messy).
Any other ideas for how to solve this dilemma?
Thanks!
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Official comment
Hey guys,
Small update on this - one of our partners have created an option to create advanced webforms for Podio and thereby also solve the problem described in this thread.
Please note, the tool is a third-party extension and not officially supported by Podio: https://podio.com/extensions/32
Hopefully it can help some of you :)
//Sara - Podio
Comment actions -
Hi Rob, we have been requiring specific functionality from webforms as well. Sara, the functionliality that Rob is suggesting would be stellar! Thanks for being so open to customer suggestions and feedback. Rob, our makeshift workaround has been to use a service called Jotform for webforms, having form submissions sent to our email (with an email automated rule set up) that forwards the submission to a files app in one of our workspaces. I have had to use my email as a makeshift bridge, being as many outside 3rd party apps don't recognize the Podio-app-email urls as legit email addresses. It's by no means ideal, but it works alright.
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Hi Sara
I find the current web form feature form VERY USEFUL to get input from non-podio-subscribed users; this is a great thing when I need to get sporadic input with a lot of people, avoiding all the mess of a subscription to a new platform and the possible following support requests.
Is there a way to display a read-only output web form to any user (using a link, like the input web form) with the ability to show just an item in an App?
Usage I see:
- Communicate to passive users the STATUS of some item (for example, a student can check, once in a while, his exam results register, among hundreds of results, without having to subscribe Podio).
The link should be generated by podio, with some parametric random key, to point to a single record in the app table.
If PODIO sales is shouting too loud this way they are loosing potential prospects... tell them you will put a LARGE "powered by podio" footer or banner :)
Otherwise think if you can release this feature for subscribed users only: it will be a way to address- partially- the total absence of app/item user visibility control in PODIO, and will make clients like me very happy.
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We are actually working to introduce a feature exactly like you describe. This will allow you to share an app item outside Podio or to another workspace.
I can't promise when this new feature will be available but you can see where it will show if you click to Share item - see screenshot below:
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@ Summer Coley-Ward I assume that the Jotform webform forwarding you set up doesn't input the fields from the Jotform form into specific fields of the Podio app? It's simply all sent as a PDF file right?
Because I also use Jotform because of the limitations of the Podio form, but I can't map the Jotform fields into a Podio app.
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I came looking for conditional logic as well (both in-app and via webforms -- e.g. conditionally required).
Someone mentioned JotForm above, and I searched their apps page and the only result for Podio ( http://apps.jotform.com/search/podio ) was ItDuzzit.com, which is like Zapier and IFTTT.
Although I haven't tested it, supposedly you could create an app, create a JotForm form (i.e. re-create the app's webform in JotForm), and setup ItDuzzit to push from JotForm to Podio.
Sure seems like a lot of extra effort (and paying ItDuzzit and/or JotForm depending on the volume of usage) for conditionally-required fields in a webform.
Hoping for this to be implemented at Podio sooner than later. Thank you.
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