Gestione Credito Lead: Monitoraggio e Aggiornamento Saldo Utente dopo Acquisto e Utilizzo

Buongiorno, ho creato un form dove il professionusta acquista un pacchetto crediti per poter inviare i preventivi. Come faccio a gestire il saldo del professionista, per esempio dopo che ha effettuato l'acquisto di crediti ed utilizzati in parte per rispondere alla richiesta dei preventivi?

Il form è https://pci.jotform.com/form/260892623821359

Hi gianpi701,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your question on how to manage the credit balance for professionals after they purchase credit packages and use them partially for sending quotes, Jotform itself does not have a built-in feature to automatically track and manage a user's credit balance across multiple form submissions.

To implement such a system, you would typically need to:

• Track credit purchases: Record when a professional buys a credit package, possibly by storing this information in a database or Jotform Tables.
• Track credit usage: Deduct credits each time the professional sends a quote through your form.
• Update the balance: Maintain and update the credit balance accordingly, showing the remaining credits to the professional.

This often requires custom backend logic or integration with external tools (like using Jotform Webhooks, API, or integration with platforms such as Zapier) to manage the credit balance dynamically.

If you want, I can help you explore options on how to set up such integrations or workflows to manage credit balances effectively.

Give it a try and let us know how it goes.

integration with platforms such as Zapier

Hi gianpi701,

Let me help you with that:

To manage the credit balance system you described using Zapier integration, here’s how you can proceed:

1. Set up your Jotform: Create forms for credit purchase and for sending quotes.
2. Connect Jotform to Zapier: Use Zapier to catch form submissions from both forms.
3. Use a spreadsheet or database: In Zapier, connect to a Google Sheet or another database to store and update the credit balances for each professional.
4. Update balances: When a credit purchase form is submitted, add credits to the professional’s balance in the database.
5. Deduct credits: When a quote form is submitted, deduct the used credits from the professional’s balance.
6. Notify or block: Optionally, you can set up notifications or block submissions if the balance is insufficient.

This setup requires some workflow configuration in Zapier and possibly formulas or scripts in your database/spreadsheet to keep the balance accurate.

Give it a try and let us know how it goes.

qualcuno può creare questo per me?

Salve Pietro,

Mi piacerebbe informarla che possiamo fornirle supporto per risolvere un problema legato al modulo, ma non possiamo creare una soluzione per lei. Pertanto, se ha bisogno della creazione di una funzione specifica, le consiglio di rivolgersi ai nostri Solutions Partner o agli esperti Jotform di Fiverr.

Restiamo a sua disposizione per ulteriori chiarimenti.