I want to have a newsletter signup form that has a dropdown field that a non-signed in user can select from. I want their selection to assign them to a smart group for later use in bulk mailings. What's the best way to accomplish this?
1 Answer
Jsgoti, Welcome to CiviCRM SE. You definitely achieve this using Caldera module. All you have to do is
1 - Create a form with First Name, Last Name and Email field and also drop down in Caldera form.
2 - Click on Processor tab.
3 - Add a new processor of type 'CiviCRM Group'.
Then configure the settings to link contact to group
Add condition by clicking condition tab to add to group based on selection.
HTH
Pradeep
answered Apr 17, 2019 at 9:34
Pradeep Nayak - Circle Int.Pradeep Nayak - Circle Int.
29.1k1 gold badge13 silver badges36 bronze badges
-
2I don't understand. Why not just add the Custom Field, and then make the Smart Groups based on the options in that Custom Field directly via CiviCRM? Otherwise it seems you are adding them as static contacts to a Smart Group– petednz - fuzion ♦Apr 17, 2019 at 20:03
-
I found this after I posted my question. Examples show both methods you mentioned. Thank you both! github.com/mecachisenros/caldera-forms-civicrm/blob/master/docs/…– jsgotiApr 20, 2019 at 1:36