To start go to your Formyoula Dashboard - https://app.formyoula.com/dashboard and click "New Form".
Rename your form, we will use "Salesforce Campaign".
Add at least one page to your form. We will add one called "Campaign Member" and click the "+" button to create it.
Drag and drop the required fields. We will use two "Text" fields and one "Email" field. Press on the pencil icon to edit the fields, we will use the "Text" fields for the "First Name" and the "Last Name" and the "Email" field for the "Email".
Drag and drop a "Select" field.
The "Select" field will be used to select the "Status" for the Campaign Members. Press on the pencil icon and edit the Label and add the needed fields for the "Status" under the "Select Options".
Drag and drop a "Hidden" field from the "Input" section, this will be used to attach the newly created Contact to an existing Campaign as a new Campaign Member. Edit the "Hidden" field, change the label, then copy the Campaigns ID from Salesforce URL and paste it into the "Hidden" field.
When finished, click the "Save & Close" button.
Now we will need to add two Salesforce connections, one for the new Contact record and the other one for the Campaign Member record. Click "Add" under the connection column.
Select Salesforce from the available connections list and click "Create Connection".
First, we will create a "Contact" connection to create a new Contact on Salesforce. Select "Contact" from the "Salesforce Object" list and click "Save".
So that we can use the newly created Contact record for our Campaign, the Contact connection "Insert Sequence" will need to be 1. This will ensure that the Contact is created prior to the Campaign Member field record, and we will be able to use the Contact_Id for the new Campaign Member field record.
Click "Save" when done.
Now we need to map our Formyoula fields to the Salesforce "Contact" fields. First, we will map the Formyoula "First Name" field to the Salesforce "First Name" field, when both are selected click "Create Map".
Next, we will map the Formyoula "Last Name" field to the Salesforce "Last Name" field.
And then we will map the Formyoula "Email" field to the Salesforce "Email" field.
Check if the mappings are correct.
When the mapping is done click the "Back to Connections" button to make a second connection.
Select Salesforce from the available connections list and click "Create Connection".
We will use the second connection to attach the newly created Contact as a Campaign Member to an existing Campaign record. Select "Campaign Member" from the available "Salesforce Object" list and click "Save".
Update the "Insert Sequence" to 2, so that the Campaign Member records are created after the Contact record is created. This will enable us to use the Contact_Id.
Click "Save" when done.
Next, we will need to map our Formyoula fields to the Salesforce Campaign Member field. To make sure that the new Contact record is associated with the Campaign Member record on Salesforce we will need to map the Contact connection as seen below "[New Contact (Seq. 1)]" to the "Contact Id" field.
Next, we will map the Formyoula "Campaign Member Status" field to the Salesforce "Status" field.
And then we will map the Formyoula "Campaign ID" field to the Salesforce "Campaign ID" field.
Check if the mappings are correct.
Go back to the Formyoula Dashboard when done.
On the Formyoula Dashboard, click the "Try" button to launch the Mobile Web App.
Select the newly created form.
Fill in and submit the form when it is completed.
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Now when you open Salesforce you will be able to see the new Contact as a Campaign Member under the selected Campaign.
If you have any questions, please email [email protected]