How to Collect and Receive Info From Your Site by Email Using Google Drive February 23 2013, 0 Comments

Recently I had decided to retool my client intake system. And after browsing for the info and collecting it from different forums and sources, I decided to gather it in a tutorial for anyone else who had more than one question.   I had a need, instead of collecting all submitted requests for work inside Wordpress using a simple Custom Form plugin, I wanted to gather all of this data in one place, and just have it let me know when any changes were made. I didn't want an email, or multiple emails piled with new and fake requests. Already this is sounding like a Google solved problem.   I set up an intuitive form using Google Forms that would allow clients to request for new work. I needed an extensive set of options for users, but it needed to be clean, easy to use, secure against bots, and easy to set up and change if needed.   I grabbed the 'Wordpress Google Form' plugin and the link from my newly created form, and inserted it into a <code> tag. I put that on a single page in code view. Essentially it looked like this:   <code>[gform form='https://docs.google.com/forms/d/1ZBT1Oy566b9r2tRyLSKunWP2UzlUoYGcePDNghi6L78/viewform']</code>   Since Google Forms doesn't really have a recaptcha system like my contact page, I set up another simple human verification tool to protect against bots.  

Make a multiple choice question with a simple math problem, create 4 answers where only 1 is correct. This answer will "Continue to next Page" Whereas the other 3 will be specified as "Go to Page #" which is your form.

 Another important step is making Google Drive notify you of any changes. First, inside your Google form go to Responses on the toolbar, hit 'Change Response Destination' and create a new spreadsheet if you haven't already. All of your new data will get put into this spreadsheet which is located on your Google Drive as a separate file. Now you just need to open that new spreadsheet, go to Tools on the toolbar and select 'Notification Rules'. Here you can add as many rules as you need, for it to email you anytime changes are made, or when a user submits a form. They can be set up to send out as soon as you receive them, or as a daily digest if you get quite a lot.   Of course now there's a few more options of what to do with these requests once you have them, but that's another post!