ID Incorporation for WordPress Workflow

Perfect! That adds another layer of seriousness and verification for people who want to buy. Here’s how you can incorporate ID upload into your WordPress questionnaire workflow:



Step 1: Use a Form Plugin that Supports File Uploads

You’ll need a plugin that can handle conditional file uploads securely. Options:
1. Gravity Forms – File upload fields, conditional logic, and payment integration.
2. WPForms – File upload add-on + conditional logic + Stripe/PayPal payments.
3. Formidable Forms – Good for complex forms and secure file uploads.



Step 2: Add a File Upload Field
• In your form, add a “Photo ID Upload” field.
• Configure it to accept only certain file types (JPEG, PNG, PDF).
• Make this field required only if the user selects “Serious Buyer / Deposit”.



Step 3: Set Conditional Logic
• If the user chooses:
• “General info / Pictures only” → No ID required → redirect to general page.
• “I want to buy / deposit” → Require ID upload + deposit payment → redirect to serious buyer page.



Step 4: Secure File Uploads
• Make sure the uploaded files are stored securely on your server.
• You can:
• Store them private on WordPress (not publicly accessible).
• Send a copy to your email or CRM for verification.
• Avoid publicly accessible URLs for personal ID information.



Step 5: Optional Verification
• After receiving the deposit + ID, you can manually verify the ID before confirming the appointment or warehouse visit.
• This protects you against no-shows or fake buyers.



Summary Flow Including IDs:
1. User fills out form → selects intent.
2. Email captured.
3. Conditional logic:
• Info / Pictures → redirect to appropriate page.
• Serious buyer → require ID upload + deposit → redirect to serious buyer confirmation page.
4. Deposit + ID secure → verify → prepare for warehouse visit.