Advanced User Management and CRM Functionality

In this course, you’ll learn how to use GravityView with the User Registration add-on and Populate Anything to create basic CRM functionality.

At the end of this course, you will be able to:

  • Populate field choices on a form dynamically using Populate Anything
  • Apply advanced filtering conditions to your Views
  • Use the Gravity Forms {user} merge tag in conjunction with Populate Anything to relate multiple entries to a single logged-in user
  • Understand how GravityView can operate as a basic CRM

In this course, we’re going to build a simple example application to demonstrate GravityView’s CRM capabilities and the power of the {user} merge tag. We’ll create a simple dashboard for college professors, allowing them to view the profiles of each student who registered for their course.

Let’s get started! 🙌

Course Information

Estimated Time: 25 minutes

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Course Instructor

Casey Burridge Casey Burridge Author
 

Free Access

FREE
 
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Setting up

Installing the required plugins

Example: building a student management system

Creating the user registration form
Configuring the User Registration feed to register new students
Creating a View to display registered users
Filtering the View using the {user} merge tag
Wrapping up