How can I check registrations against predefined list to avoid invalid applications?

  • bsemmypa
    Asked on August 1, 2017 at 2:55 PM

    I want delegates to register for the discount code, but I want to be certain the codes are only sent to 'members' on a list.  How can I achieve this with JotForm?

  • aubreybourke
    Replied on August 1, 2017 at 4:32 PM

    Yes its possible.

    First you need to add a payment integration to your form (eg Paypal)

    How to Integrate Form with Paypal

    Then we need to create the coupon code to send your members

    How To Add Coupon Code in the Payment Form

    Finally we need to integrate with MailChimp to manage your mailing list

    How to Integrate with MailChimp

    or

    How to Integrate Form with Constant Contact 

    The good part about using MailChimp or Constant Contact is that if you have a list of emails already, you can import them in addition to collecting email addresses through JotForm.

  • bsemmypa
    Replied on August 1, 2017 at 4:49 PM

    Thanks for this feedback. It's great to be able to do this the way you suggested and I am familiar with the voucher set up in PayPal.  

    I had in mind to use a VLOOKUP feature, because we are using a more sophisticated ticketing system than JotForm and all I want to do is to insert into a MailChimp mailer a link for people to get their discount code. The link would take them to a JotForm registration to receive their members discount code (the newsletter will go to both members and non members - hence my reason for having a look up facility) and from the email responder go straight to the ticketing site from a link in the email and use their discount code immediately.

    Have you any idea how can I achieve this?

     

  • aubreybourke
    Replied on August 1, 2017 at 5:37 PM

    You could use the Google Sheets Integration to collect your registration details. Each submission would get its own row. 

    How to Integrate Form with Google Spreadsheet

    Using a spreadsheet would allow you to perform a VLOOKUP as it is supported by Google Sheets.

    I am fairly certain you could export this data and import it into MailChimp.

     

    The registration site is relativley easy. Just create a new form. Add basic fields: name, email, address, phone. 

    The thankyou page will display once the form is submitted. So you could put the code there. And optionally in the autoresponder email. 

  • bsemmypa
    Replied on August 2, 2017 at 7:10 AM

    Thank you. I will give this a go. Much appreciated.