Not signed in (Sign In)

Vanilla 1.1.5a is a product of Lussumo. More Information: Documentation, Community Support.

  1.  
    I am attempting to sent an html email to a contact with a link to a prefilled form... wherein the response will indicate that this contact will attend an event. I want the form to update the campaign status relative to to the contact from "Sent" to "Attending".

    Any ideas?
    • CommentAuthordbuschho
    • CommentTimeMar 11th 2011
     
    If this is the only type of campaign status change, then you can do this by:

    1. Passing the campaign member id to the form in the prefilled link.
    2. Updating that campaign member object with:
    status ---> Formula: "Attending"

    Has this not worked for you?
  2.  
    No... I guess the issue is that I am unsure how to pass a campaign member ID to the form. If I am on a contact record, how do I specify the member id for a particular child campaign?
    • CommentAuthordbuschho
    • CommentTimeMar 11th 2011
     
    Hem ... I vaguely remember you can do that with Apex code, but you're best off contacting Salesforce support and seeing what they recommend for your organization setup.

    You could also do a lookup from with your FormAssembly connector, but I think trying to take care of it at the mail merge level would simplify your setup quite a lot.

    Happy to help further.
  3.  
    Yes... it looks like something you can only do with code or a third party marketing tool. I don't see any way to utilize lookup in the FormAssembly connector.
    • CommentAuthordbuschho
    • CommentTimeMar 11th 2011
     
    Hello,

    You can do a lookup for a CampaignMember in our SF V2 Connector by doing something like this:

    Update CampaignMember from
    CampaignId equals formula: 000xxx000xx
    ContactId equals ContactId
    ( on none found, throw error; on one found, update; on multiple found, throw error_
    Map:
    Status --> 'Attending'
  4.  
    This worked... thank you.

    BTW... I got this working so that you can send the email template out to a lead or contact, and it will update either type.

    Thanks again!