Intuitive CF7 Data

Description

A fully AJAX-powered plugin that simplifies managing and exporting Contact Form 7 submissions. Enjoy seamless filtering, editing, and exporting—all in one place, without page reloads. Automate daily email reports, streamline data handling, and maintain complete control over your form submissions data with ease.

Intuitive CF7 Data User Manual

This is the user manual for Intuitive CF7 Data, a plugin designed to help you manage Contact Form 7 submissions with advanced filtering, exporting, and management features.

Loading Data

1. Install and activate the plugin.
2. Wait for Contact Form 7 submission data to be received.
3. Navigate to the “Select Form” tab and choose the form name to load its data.
4. Data will display in a table if available. If no data is shown, ensure filters are set correctly.
5. Supports synchronous scrolling: scroll down to load more data. A summary row at the bottom indicates the number of loaded rows.

Filters

• Show All, Show Exported, Show Unexported:
  • Select a filter and click “Load Data” to apply it. Your filter selection will be saved.

Date Filters

• Filter data by date. Note that date filters reset to default each time the page reloads.

Search Option

• Search data using keywords to locate specific submissions.

Mark as Exported or Unexported

1. Select rows in the table to update.
2. Click “Mark as Exported” or “Mark as Unexported.”
3. Save your choice to update the selected rows.

Export CSV

• Select rows to export and click the “Export CSV” button to download the file.

Bulk Email or Download CSV

• Download ZIP file containing CSVs selected date range. Send email data for the last 24 hours as a ZIP file containing CSV files for each form.
• With a cron job set up, daily emails will automatically include past 24-hour data if available.

Edit Data

• Users with at least Contributor roles can:
  • Click the pencil icon to edit data.
  • Edit fields in the modal window and save or cancel changes.

Delete Selected

• Select rows to delete and click “Delete Selected.”
• Note: Deleted data cannot be recovered.

Important Notice: Modifying Contact Form 7 Forms

• Changes to Contact Form 7 field names will update associated field names in the plugin. To avoid data mismatches, back up your data before modifying forms.

Edit Header Data

1. Click the pencil icon to edit header data.
2. Use drag-and-drop to reorder fields.
3. Exclude fields from CSV export by toggling the eye icon.
4. Reset field order and labels to the default Contact Form 7 format if needed.

Mirror Forms

• Merge forms under the “Mirror Forms” tab to combine data into one table.
• Toggle switches to assign friendly names or unmerge forms.
• Identical forms are automatically detected and merged.

Automate Emails

1. Enter email addresses separated by commas and save changes.
2. Set up a server-side cron job to send daily ZIP files containing CSVs.
3. Ensure your server’s PHP settings support ZIP creation.

Delete Deleted Form(s) Data

• Permanently delete data for forms in the “Deleted Forms” tab. Backup your data before performing this action.

Plugin Uninstallation

• Choose whether to delete the plugin’s database table during uninstallation. If set to “Yes,” the table and its data will be permanently removed.
• Back up your data before proceeding.

Truncate Table

• Backup your database before truncating the table.
• Enable maintenance mode to log out non-admin users.
• After 2 minutes, use the “Truncate Table” button to reset the table.
• Disable maintenance mode to resume normal operations.

Disclaimer

Please ensure regular backups of your data to prevent accidental loss during modifications or uninstallation processes.

Temporary Files and Directories

• The plugin uses a intuitive-cf7-data-csv/ directory in wordpress ‘uploads’ folder to store temporary files, including CSV and ZIP files. These files are created during export, download, and email processes and are automatically cleaned up afterward.
• This plugin does not send any data to external services. All data is handled locally within the server environment.
• If an email fails to send or a download fails, the temporary files are still deleted to ensure no residual files remain.

External Resources

This plugin uses the following locally hosted resources, sourced from the official jQuery UI library, to enhance user interface functionality:

• Source: jQuery UI
• Files Included:
  • /assets/css/sh-cf7-jquery-ui.css
• Version: 1.0.3
• Purpose: Provides interactive elements such as date pickers.
• Hosting: All resources are hosted locally within the plugin.

Installation

1. Upload the plugin files to the /wp-content/plugins/ directory, or install the plugin through the WordPress plugins screen directly.
2. Activate the plugin through the ‘Plugins’ screen in WordPress.
3. Navigate to the Intuitive CF7 Data page in the admin dashboard to start using the plugin.

FAQ

How do I set up the email CSV feature?

You need to enter and save email addresses in the Email CSV tab and set up a cron job to automate the email process.

Can I merge data from different forms?

Yes, you can use the Mirror Forms tab to select and merge forms, combining their data into one table. Mirror forms are duplicate forms with exact name fields.

Is it safe to truncate tables?

Truncating tables is safe; however, it is a critical operation. Always back up your database before using this feature.

Reviews

Contributors & Developers

Changelog

1.0.0

• Initial release of the plugin with data management, export, email CSV, and table truncation features.

1.0.1

• Minor bug fixes and improvements.

1.0.2

• First stable release with enhanced features and stability.