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

Support Requests: Campaign History and Status

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    • CommentAuthorlmonrreal
    • CommentTimeNov 8th 2011
     
    I'm trying to have everyone who takes the survey to link to a certain campaign and have their campaign history in salesforce reflect this. Also, I want their status to be changed from Sent to Responded.

    Thanks!
    • CommentAuthordbuschho
    • CommentTimeNov 17th 2011
     
    Answered in supprot request a while ago, but for anyone who comes along:

    Yes, you can link a lead or contact to a Campaign by using the CampaignMember object.
    Take the following steps as outlined in our documentation:
    1. Prefill a hidden field in your form with the Contact Id for your respondent in the email link you send to them.
    2. In your Salesforce mapping, map the:
    A. CampaignId field with the Salesforce ID for your Campaign, you can contact Salesforce support to get that value if you don't know it. The Id's have values that look like 000xxx0000xx.
    B. ContactId field to the hidden field prefilled in 1.
    C. Status to a formula with value 'Responded'

    After that, any response to your form that has the Contact ID prefilled will result in the Contact being added to your Campaign.

    Drew

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