🔗
01
Add the source
Use Google Sheets or CSV depending on how your institution already manages records. Keep the source simple and consistent before syncing.
🔄
02
Validate and sync locally
The public site should search local synced records, not request the spreadsheet on every visitor lookup. This is better for speed and reliability.
📄
03
Create the form
Choose the label, placeholder, button text, layout, and captcha behavior that fit the verification experience you want to publish.
🎨
04
Design the output
Use default result rendering or create a custom result card or certificate template that maps your record fields clearly.
📰
05
Publish on the frontend
Place the saved form with shortcode or Elementor, then test it with known sample records before announcing the page publicly.
📈
06
Maintain the source
After launch, the ongoing job is mostly record maintenance in the sheet and periodic sync review, not rebuilding the page experience.