Outcome - Campaign Transfer - Revision history

Philip Lacey at 14:37, 15 February 2018

2018-02-15T14:37:32Z

Philip Lacey at 15:07, 11 January 2017

2017-01-11T15:07:28Z

Philip Lacey at 11:48, 17 November 2015

2015-11-17T11:48:14Z

Philip Lacey: Created page with "= Situation = From time to time it can be useful to link forms together. Say for example you have a master list in Form 41. You have a marketing campaign in 638. When..."

2015-07-27T17:48:38Z

Created page with "= Situation = From time to time it can be useful to link forms together. Say for example you have a master list in Form 41. You have a marketing campaign in 638. When..."

New page

= Situation =

From time to time it can be useful to link forms together.

Say for example you have a master list in Form 41.

You have a marketing campaign in 638.

When you get a sales lead in 638, you don't want to have to retype all the data from 638 into 41. This is where using the Campaign Transfer section of an outcome helps.

= Setup =

You need to add a new question type to the receiving form. So go into 41 and add a "Complex - Campaign Transfer".

Next go into the Outcome in the sending form, i.e. 638.

Go down to the "Instant Transfer - Campaign" section.

Campaign to transfer to: Choose the destination, i.e. 41

You need to update the outcome to be able to complete the setup. So save the outcome and go back in to edit it.

A new field has appeared "Data block to transfer to". Choose the first field of the new "Complex - Campaign Transfer" that you added.

The field mapping is next. Fields are sparated by ; and the key pairs are searpated 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;

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

If you have already used this outcome, update will simply transfer updates to the previously created record. Transfer, will always create new records in 41.

Add first or last. If multiple matches are found in 41, which should be matched to.

The last block of fields are a notification email which is to notify the owners / users of 41 that a new record has been transferred / updated.

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

[[Category:Module Specific:Form Management]]
[[Category:Topic:Outcomes]]

@@ Line 5: / Line 5: @@
-Say for example you have a master list in Form 41.
+Say for example you have a master list in Form 41.  We will call this "Destination".
-You have a marketing campaign in 638.
+You have a marketing campaign in 638. We will call this "Source"
@@ Line 18: / Line 18: @@
-You need to add a new question type to the receiving form.  So go into 41 and add a "Complex - Campaign Transfer".
+== Prepare the Destination to receive ==
@@ Line 36: / Line 43: @@
-The field mapping is next.  Fields are sparated by ; and the key pairs are searpated by equals.  You can transfer as many fields as you like in one go.
+The field mapping is next.  Fields are separated by ; and the key pairs are 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;
 Add to Contact History, will add a CCL to 41 when it executes.
@@ Line 59: / Line 68: @@
 Send Data is the body of the mail and it can be customised like any HTML email.

← Older revision		Revision as of 15:07, 11 January 2017
Line 41:		Line 41:
	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;		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.
		+
		+
		+	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.		Add to Contact History, will add a CCL to 41 when it executes.

@@ Line 55: / Line 55: @@
 Send Data is the body of the mail and it can be customised like any HTML email.
 [[Category:Module Specific:Form Management]]
 [[Category:Topic:Outcomes]]