user input scenarios

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1

Hello,

I have spent a lot of time reading through the WIX documentation and testing things, but still have troubles getting “the entire picture”, so I really need help please. The “ordinary” WIX Support told me to post my questions here in the WIX Corvid Forum.

Let me explain what I want to do in particular, specific questions you will find below too. Please also see the attached photos that show the customer journey on the website (I’m talking of a brand-new website that doesn’t exist yet).

GENERAL WORKFLOW:
Visitors shall give me specific information (to enquire about tax consulting services) and at the end of the user input, they have to register as a member (free registration). Once they registered as a member, an automated email shall be sent out to that new member with a price offer.

I intend to split up the user input interface into 6 separate pages (please see the attached scribble). On every page I collect information from the website visitors. On all 6 pages I would have a button like “move on” that submits the user input to a database and links to the next page. I guess I need to work with database collections, right?

I assume, ALL the information website visitors enter in the “user input” fields is stored somewhere in the WIX backend where I can see it, right?

Question 1: Can those automated emails have different prices and text snippets depending on the kind of specific information (!) the user gave me before the registration (like where they live etc.)? I’ve read something about Variables in automated emails, but not sure if that really works in this (!) specific scenario. Please advise.

Question 2: Can those automated emails also have the exact same price but different text snippets (variables again?) depending on the kind of information the user gave me before the registration?

Question 3: If I don’t want to send out the price offer automatically via email, can I generate a document or email with a price offer in the WIX backend and manually send it to the newly registered member later on?

PAGE “STEP 1/6”:
I want to show 8 vector shapes (or images) showing different services and website visitors must pick 1 of it to get to the next step/page. Their selection must be stored in a database collection. It’s like radio buttons (because only 1 option MUST be picked), but in image or square button style and not as a list (as radio buttons usually look like).

How do I do this?

PAGE “STEP 3/6”:
The user must pick 1 of 2 options (I would work with radio buttons here). However, only when picking option 2, another field must be ticked (mandatory): the values are “yes” or “no” or “don’t know”. When the user picks “yes”, the user must provide some information as text (mandatory).

How do I do this?

MEMBER REGISTRATION:
When somebody signs up as a new member, is there a way that they must enter the password twice (to eliminate the risk of typos) to register?

AFTER REGISTRATION / OFFER PROCESS:
Instead of sending out an automated email with a price offer, is it possible to automatically generate the price offer, provide it (as PDF download) in the member area of that specific member and automatically send out an email to the member with the link to their price offer?
When the member accepts this offer, they must upload a PDF or JPG document and submit it to me alongside with a button ticked like “I herewith accept the offer”.

Is this possible? If yes, how do I do this?

I hope all is clear. As this is the most complex thing I’ve ever done with WIX (and I’m no programmer and new to WIX Corvid, even though I watched quite a few tutorials to know what Corvid is about), I’m really in need of help here. I’m sure you can bring my thoughts back on track again as I’m currently a bit confused and overwhelmed with too much information.

Thanks & kind regards,
Helene

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2

Have a read of all of these as it will get you started along the way, although it will involve a lot of coding along the way.
https://www.wix.com/corvid/example/Multistage-Form
https://www.wix.com/corvid/example/Custom-Validations
https://support.wix.com/en/article/about-triggered-emails
https://support.wix.com/en/article/creating-a-triggered-email
https://support.wix.com/en/article/about-wix-automations
https://support.wix.com/en/article/adding-variables-with-wix-automations
https://www.wix.com/corvid/reference/wix-crm.html#createContact
https://www.wix.com/corvid/reference/wix-users.html#register
https://www.wix.com/corvid/reference/wix-users.html#login
https://support.wix.com/en/article/corvid-tutorial-creating-a-custom-registration-form-with-code
https://support.wix.com/en/article/corvid-tutorial-building-your-own-members-area

Wix Code API:
https://www.wix.com/corvid/reference/

3

Hello,

thanks for your feedback. I’ve read through everything, even though the coding snippets shown in https://www.wix.com/corvid/reference/ are too difficult for me to understand as a non-programmer. All of the non-Corvid-related content I’ve already read through before.

I understand that I definitely need to work with Corvid for having access to all the data from the user input process and having very customized user input forms (including multistage forms). WIX Corvid provides handy code snippets for certain things and as a non-programmer I understand many Corvid functions and codes (even tested them myself), which is great. However, I don’t understand everything in Corvid as I simply lack the coding knowledge. So I would still need somebody to guide me through the whole set up process so I create the database and collections correctly (!) from the very start. There also might be some specific Corvid questions along the way, I believe. Hiring a WIX Corvid expert from the WIX Arena would be an option.

Some of my questions in my previous post are answered by your links, however most of them are still open. Can you please answer them - most of all IF these things are possible:

PAGE “STEP 1/6”:
I want to show 8 vector shapes (or images) showing different services and website visitors must pick 1 of it to get to the next step/page. It’s like radio buttons (because only 1 option MUST be picked), but in image or square button style and not as a list (as radio buttons usually look like). Would 8 checkboxes be an option here? 1 of the checkboxes must be ticked, which enables the “submit / go to next page” button. this would work with a specific Corvid function too, I guess?

TRIGGERED EMAILS / AUTOMATED EMAILS:
Triggered Email with Code (Sending a Triggered Email with Code | Help Center | Wix.com): At the bottom it says “You can only send an email to the currently logged in user or a newly created member.” This doesn’t sound like a good solution. What if let’s say 5 people sign up at the same time? This would not happen with WIX Automations, so would WIX Automations be a better solution here? Or do I understand something wrong here?

I don’t understand the difference between WIX Triggered Email and WIX Automations. Both can feature variables from the user input form (with Corvid), is that correct? So what is the difference then? WIX Automation works also for logged out members and Triggered Emails only for logged-in members? I’m confused.

Questions 1, 2 and 3 (under “GENERAL WORKFLOW”) about automated emails from my previous posts: Are all of these options possible? If not, which option is feasible with Corvid? I did not find out from the tutorial links you gave me.

PAGE “STEP 3/6”:
The user must pick 1 of 2 options (I would work with radio buttons here). However, only when picking option 2, another field must be ticked (mandatory): the values are “yes” or “no” or “don’t know”. When the user picks “yes”, the user must provide some information as text (mandatory).

Is this possible? How do I do this?

AFTER REGISTRATION / OFFER PROCESS:
Instead of sending out an automated email with a price offer, is it possible to automatically generate the price offer, provide it (as PDF download) in the member area of that specific member and automatically send out an email to the member with the link to their price offer?
When the member accepts this offer, they must upload a PDF or JPG document and submit it to me alongside with a button ticked like “I herewith accept the offer”.

Is this possible? If yes, how do I do this?

Thank you,
Helene

4

The system you are describing is not trivial and will be a challenge even for experienced coders. As you embark on your learning journey, we’ll be here to help you get pointed in the right direction.

You might want to consider checking out the WixArena - it’s a hub where you can look for Wix Corvid (and other) experts for hire.

Best of luck