Add Users To Campaigns During Events

Please follow these steps to create a form with a list of filtered Campaigns where a new contact is created and attached to a Campaign as a Campaign Member.

1) Create a form, add a Salesforce Select element on your form.

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2) Edit the Salesforce Select element.

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3) Select Campaign from the Object list.

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4) Add additional fields, for example: Name, Status and Date__c (Please use the Salesforce API names). These fields will be displayed when selecting the Campaign from the list.

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5) Set the record filter (please make sure to use the exact Salesforce field API names) use this syntax as an example: Date__c=TODAY AND Status='Planned' AND IsActive=TRUE.

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6) Add all the other necessary fields.

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7) “Save & Close” when done.

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8) Create a Salesforce “Contact” connection for the form.

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9) Set the “Insert Sequence” as “1”. This will ensure to create the Contact record prior the attachment to the Campaign.

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10) “Save Record Settings” when done.

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11) Map all the Formyoula “Contact” fields to the Salesforce “Contact” fields.

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12) Go back to the connections page and create a Salesforce “Campaign Member” connection.

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13) Set the “Insert Sequence” as “2”. This will ensure to attach the new Contact to the Campaign as a Campaign Member.

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14) “Save Record Settings” when done.

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15) Map the Formyoula [New Contact (Seq. 1)] field to the Salesforce Contact ID.

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16) Map the Formyoula “Salesforce Select” element (in this example the “Salesforce Select” element’s label is named as “Campaign”) to the Salesforce Campaign ID.

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17) Try the form and click on the “Select” button.

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18) Now you can see the list of Campaigns that match your filter criteria, with additional fields displayed.

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19) Select one from the list, fill in the rest of the fields and submit the form.

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20) Now when you open Salesforce you will be able to see the new Contact as a Campaign Member under the selected Campaign.

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Please contact us if you have any questions - [email protected]