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00:00 - Introduction & Channel & Sponsor 
02:50 - Convert Forms Overview
06:40 - Deprecated Feature Alert
07:56 - Tasks System Deep Dive
13:18 - Technical Notes
15:35 - Email Best Practices
19:37 - Q&A Highlights
20:28 - Conditional Logic Demo
21:10 - Testing the New Email Task
22:58 - Debugging Tag Issues
29:09 - Task System Features
31:19 - Advanced Task Options
33:55 - Redirects & Post-Submission Actions
35:49 - Transition Notes
36:42 - Closing & Personal Notes
39:27 - Farewell 

 

Summary

 

1. Introduction to Tasks in Convert Forms

Tim Davis introduces the new Tasks system replacing deprecated email notifications, spotlighting its enhanced flexibility and control.

2. Convert Forms Popularity
Convert Forms ranks as the #2 most-reviewed Joomla extension, praised for features like honeypot spam prevention.

3. Deprecation Notice
Email notifications are being phased out. Users are encouraged to switch to the Tasks system for future compatibility.

4. Setting Up a Basic Email Task
Tim demonstrates setting up an email task triggered by form submission, using dynamic field tags for subject lines and email body.

5. Email Configuration Tips
To ensure deliverability, use a site-based email address in the β€œFrom” field and set Reply-To as the user's input.

6. Conditional Logic in Tasks
Emails can be routed to different addresses based on form inputs (e.g., support vs billing inquiries), offering conditional workflows.

7. Tag and UI Limitations
Current UI supports only single-tag selection, requiring users to manually type or copy-paste multiple field tags.

8. Testing and Debugging
Testing revealed that some tags didn’t work until corrected with bracket syntax ({tag}). Using {all_fields} is a helpful fallback.

9. Advanced Task Features
Tasks support chaining (e.g., email + CRM update), silent fail logic, and integrations with services like Mailchimp, Salesforce, and custom webhooks.

10. Final Thoughts & Transition Advice
The Tasks system is the future. Users should start transitioning now. Tim closes with notes about upcoming travel, stream schedule, and a hopeful sign-off.

 

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