Changes

Outcome - Campaign Transfer

235 bytes added, 15:37, 15 February 2018

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Say for example you have a master list in Form 41. We will call this "Destination".

You have a marketing campaign in 638.We will call this "Source"

== Prepare the Destination to receive == You need to add a new question type to the ~~receiving~~ destination form. So go into 41 and add a "Complex - Campaign Transfer". == Prepare the Source to send ==

The field mapping is next. Fields are ~~sparated~~ separated by ; and the key pairs are ~~searpated~~ separated by equals. You can transfer as many fields as you like in one go.

e.g. strCDA_638_field_0_1=strCDA_41_field_0_4;strCDA_638_field_0_28=strCDA_41_field_0_49;strCDA_638_field_0_2=strCDA_41_field_1_0;strCDA_638_field_0_3=strCDA_41_field_3_0;strCDA_638_field_0_4=strCDA_41_field_0_8;strCDA_638_field_0_31=strCDA_41_field_0_11;strCDA_638_field_0_16=strCDA_41_field_0_9;strCDA_638_field_0_15=strCDA_41_field_1_5;strCDA_638_field_0_30=strCDA_41_field_0_57;strCDA_638_field_0_8=strCDA_41_field_0_131;strCDA_638_field_0_20=strCDA_41_field_0_132;strCDA_638_field_0_23=strCDA_41_field_0_134;

The option to go directly into a record once it has been created is available by adding the below keyword to the end of the field listing. If this keyword is in place once the record is saved you will be redirected into the newly created record.

== Options Explanation ==

=== Options ===

e.g. strCDA_638_field_0_1=strCDA_41_field_0_4;strCDA_638_field_0_28=strCDA_41_field_0_49;strCDA_638_field_0_2=strCDA_41_field_1_0;strCDA_638_field_0_3=strCDA_41_field_3_0;strCDA_638_field_0_4=strCDA_41_field_0_8;strCDA_638_field_0_31=strCDA_41_field_0_11;strCDA_638_field_0_16=strCDA_41_field_0_9;strCDA_638_field_0_15=strCDA_41_field_1_5;strCDA_638_field_0_30=strCDA_41_field_0_57;strCDA_638_field_0_8=strCDA_41_field_0_131;strCDA_638_field_0_20=strCDA_41_field_0_132;strCDA_638_field_0_23=strCDA_41_field_0_134;[##TransferRecord##];

Add to Contact History, will add a CCL to 41 when it executes.

Send Data is the body of the mail and it can be customised like any HTML email.

=== Transfer to newly created record ===

The option to go directly into a record once it has been created is available by adding the below keyword to the end of the field listing. If this keyword is in place once the record is saved you will be redirected into the newly created record.

e.g. strCDA_638_field_0_1=strCDA_41_field_0_4;strCDA_638_field_0_28=strCDA_41_field_0_49;strCDA_638_field_0_2=strCDA_41_field_1_0;strCDA_638_field_0_3=strCDA_41_field_3_0;strCDA_638_field_0_4=strCDA_41_field_0_8;strCDA_638_field_0_31=strCDA_41_field_0_11;strCDA_638_field_0_16=strCDA_41_field_0_9;strCDA_638_field_0_15=strCDA_41_field_1_5;strCDA_638_field_0_30=strCDA_41_field_0_57;strCDA_638_field_0_8=strCDA_41_field_0_131;strCDA_638_field_0_20=strCDA_41_field_0_132;strCDA_638_field_0_23=strCDA_41_field_0_134;[##TransferRecord##];