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1. Admin Panel Mein Alag “Forms” Tab
Admin dashboard mein ek naya tab (menu) banana hai jiska naam “Forms” hoga.
Is tab ke andar ek list dikhni chahiye jisme mere banaye hue saare forms ek jagah show hon.
2. Backend Logic (Data Routing to CMS & CRM)
Backend mein developer ko aisi common coding (file) pehle se set karni hai ki jab bhi main koi naya form banau, toh system automatically usme backend file attach kar le.
Kisi bhi form se jab entry (submit) aaye, toh wo data seedha CMS mein aur CRM dono jagah ek sath save hona chahiye. Mujhe baar-baar data mapping na karni pade.
3. Alag-Alag Purpose Ke Liye Naye Forms Banane Ka Option
Mujhe apni zaroorat ke hisaab se naye forms create karne ka option milna chahiye.
Main chahta hoon ki main Facebook Ads ke liye alag form banau, Google Ads ke liye alag, aur Website ke alag-alag pages ke liye alag form banau. Har form ko main apna ek naam de saku.
4. Form Ko Kahin Bhi Use Karne Ka Tarika (Embed Code)
Jab main koi naya form save karu, toh system mujhe us form ka ek chhota sa code (Embed code, ya Shortcode) generate karke de.
har page ya field me from option me new from aa jaye
5. Hidden Fields Add Karne Ka Option (Bahut Zaroori)
Form banate time ek “Hidden Field” add karne ka option zaroor dena hai.
Developer sirf form builder mein ye option bana kar de de. Us hidden field mein kya code ya value (jaise source = fb_ad, site, etc.) daalni hai, wo main form banate time khud add/edit kar lunga.
Isse form bharne wale ko field nahi dikhegi, par mujhe CRM mein pata chal jayega ki lead kis ad ya page se aayi hai.
Yeh points developer ko exactly samjha denge ki backend ka structure kaisa rakhna hai aur admin ke taur par aapko kya controls chahiye.
Feature Requirement: GCLID Capture & Google Sheets Automation
1. URL se GCLID Auto-Capture Karna (URL Tracking)
2. Google Sheets Auto-Sync (Webhook / API Integration) Data ko auto Google Sheet mein bhejne ke liye developer ko in dono mein se ek system dena hoga:
Option A (Direct Google Sheets API): Developer CRM backend mein direct Google Sheets API integrate kar de. Taaki form submit hote hi ek row apne aap Google Sheet mein add ho jaye jisme (Date, Name, Email, Phone, aur GCLID) likha ho.
Option B (Webhook URL – Sabse Best aur Flexible): Developer admin panel mein ek “Webhook URL” daalne ka box de de. Jab bhi koi form bhare, toh CRM uska saara data us Webhook par bhej de. Fir aap bina kisi developer ke, khud Pabbly Connect ya Zapier jaisa tool use karke us Webhook se data pakad kar apni Google Sheet mein automatic add karwa sakte hain.
Google Ads ke liye Tip: Aap developer se ye zaroor confirm kar lein ki GCLID kam se kam 90 dino tak browser ke Cookies ya Local Storage mein save rahe. Kyunki kai baar user ad par click karke aaj aata hai, par form 2-3 din baad bharta hai, toh GCLID miss nahi honi chahiye.
Feature Requirement: Lead Data & OTP Verification Flow
1. Form Submit Hote Hi Data Save (Unverified Status)
Jaise hi user form me details fill karke ‘Submit’ par click kare, data turant CRM aur CMS dono mein save ho jana chahiye.
Lekin database mein us lead ka default status “OTP Not Verified” (ya
is_verified = 0) set hona chahiye. Isse koi bhi lead miss nahi hogi, chahe user OTP dale ya na dale.
2. Master OTP Page & Auto-Redirect
Developer ko ek alag aur common “OTP Verification Page” banana hai (jaise pehle system me banaya tha).( use zoopgo from otp Image niche hai )
Form submit hone ke turant baad, user automatically is OTP page par redirect ho jana chahiye. (Developer ko ensure karna hai ki form ka Lead ID ya Phone Number securely OTP page par pass ho jaye taaki system ko pata rahe kiska OTP verify karna hai).
3. OTP Fill Karne Par Status Update
Jab user us alag page par jakar sahi OTP daal de, toh backend me ek update query chalni chahiye.
Ye query CRM aur CMS dono mein us specific lead ka status “OTP Not Verified” se change karke “Verified” (ya
is_verified = 1) kar degi.
4. Admin Ke Liye “How to Use” (Naye Forms Me Kaise Lagayein)
Developer ko aisi coding karni hai ki mujhe (Admin ko) form banate waqt koi code na likhna pade.
Jab main Form Builder mein naya form create karu, wahan ek simple checkbox ya on/off button hona chahiye: “Enable OTP Verification?”
Logic: Agar main isko YES (Tick) karta hu, toh form submit hone ke baad system apne aap user ko us Master OTP page par bhej dega. Agar NO rakhta hu, toh seedha “Thank You” page par bhej dega.
Is tarike se ek hi OTP page mere banaye gaye kisi bhi naye form ke sath asani se link ho jayega.
Aap yeh instructions developer ko denge toh unhe clear ho jayega ki form submit hone aur OTP page ke beech ka connection (redirection aur status update) kaise handle karna hai.
