[Resolved] Using the User Form

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[Dirk De Waegeneire]

I want to capture information of people who visit my website .
To collect : email , name , tel , etc .

I created a User Form and had it displayed on the front end.
It shows all the fields but what I don't understand from the documentation where this info is stored when it is submitted.
There is no link to any field in the data base .

Then I created a custom post type : "customers" in order to store the collected information .
Here I can create a form in the dashboard but it's not a user form but a post form .

So I'm a bit confused.
Can you give me help and/or indication how to solve this
thanks
Dirk

[Waqar]

Hi Dirk,

Thank you for contacting us and I'd be happy to assist.

As you noted, the user forms and the post forms work differently.

1. User forms:

When your goal is to allow visitors to register on your website so that they haven an account that they can login through, you'll use these.
( ref: https://toolset.com/lesson-placement/lesson-placements-1622969-1634711/ )

Entries submitted through these are saved as WordPress users at WP Admin -> Users.

2. Post forms:

When you just need to collect contact information from visitors (without needing them to register for an account), you can use the post form.
( ref: https://toolset.com/lesson-placement/lesson-placements-1621521-1612071/ )

Entries submitted through these would be saved as posts in the selected post type.

I hope this explanation will help you in deciding between these two.

regards,
Waqar

[Dirk De Waegeneire]

Thank you Waqar .
I took your 2nd suggestion ( Post Forms ) and can now build up the contacts of potentials customers in the custom post .

Follow up question :
If I want to use these fields now in a CRM solution ( Odoo ) how can I export this data ?
Or do you have a suggestions go a WordPress CRM that would better serve my needs ( Hubspot? )
Regards
Dirk

New threads created by Waqar and linked to this one are listed below:

https://toolset.com/forums/topic/split-exporting-custom-fields-data-to-an-external-crm/

[Waqar]

Thanks for the update and glad that my suggestion helped.

I've split a new ticket for your question about the external CRM and will reply to it separately.
( https://toolset.com/forums/topic/split-exporting-custom-fields-data-to-an-external-crm/ )

You're welcome to mark this ticket as resolved and start a new one for each new question or concern.

[Dirk De Waegeneire]

My issue is resolved now. Thank you!