We are a membership organization using Gravity forms for our member sign-up. we use a basic sign-up form but have been building up duplicate records in our backend DB. We need to implement a step at the beginning that requires the submitter to input the email address first, have that checked against our DB to see if it exist before continuing and creating a duplicate record. Does anyone know the process to making this work? Basically like a query to check the DB and if the email does exist, return a response that says this account exist, please login using this email and if necessary we can send them their password? any tech notes, guide or feedback is much appreciated.
How about using the User Registration Add-on to register them as users on your site. You can require they log in before using the form, and you can also skip registration in your registration form, for logged in users. Is the User Registration Add-on an option for you (it requires an Elite license for Gravity Forms)?
Hey Chris - thanks for replying. We do happen to be an Elite account user, so we do have access to the User Registration option. It is installed and active. Not sure how to best utilize the add-on though.
Is it possible to import our active user accounts from our DB (.csv) into GF and the use the benefits of User Registration for new or returning users? any new account would flow through but any returning user would receive an error that an account with that email exist. if so, could this integration work with Authorize.net for payment. Jus trying to think how we can keep a clean list without dupes.
thanks in advance for your help.
Hi Craig. If the DB contains the user information for people that are not already registered on your site, you don’t need Gravity Forms to create those users. You will need to create WordPress users. There are many plugins which can import from a CSV and create all sorts of WordPress content.
This plugin will take a CSV of a specific format, and import it to create WordPress users:
Then there is WP All Import which can do everything:
After that, all the external users you had in your DB would be WordPress users.
With that done, what do you need help with next?