Create a form with customer order preferences

  • Eddie
    Asked on August 28, 2020 at 9:01 AM

    Hi there

    Hoping you can help with a query.  We are looking to try get the following process set up:

    - customer submits a form containing their order preferences etc

    -

    this will then link via integration or zapier with a CRM

    - CRM will email customers in future will a link to a form

    - the form will pull in data about the customer / be able to identify who the customer is from the link the email send (perhaps via cookies or otherwise).

    Can you advise how we might achieve this

    Thanks


    Eddie

  • Jovanne JotForm Support
    Replied on August 28, 2020 at 10:16 AM

    Hi Eddie, thank you for contacting JotForm support.

    - customer submits a form containing their order preferences etc.

    This can be achieved by creating an order form. Kindly check this guide for more related information on how to create an order form.
    Guide: Setting-Up-Your-First-Order-Form

    As for your other questions, we have moved them to a separate thread to avoid confusion and to address them properly. We will get back to you via those threads shortly.

    Let us know if you have further questions.