Form - Outcome Manager
From All n One's bxp software Wixi
Revision as of 12:06, 2 April 2012 by Philip Lacey (talk | contribs)
In the section Database - Outcome Manager, the following functionality occurs:
- Add an Outcome
- Edit an Outcome
- Delete an Outcome
- Copy an Outcome
Add an Outcome
- Choose the campaign.
- In the Basic Details sub-section, provide a Value and a Description for this outcome.
- In the Display Category, please select either Complete or Incomplete.
- This will determine where the Outcome will appear in Set the Current Working Outcome, i.e. Active Outcomes or Finished Outcomes.
- There are many other sub-sections that can be used when adding an Outcome.
- For example:
- To make fields in a campaign mandatory, the Validation Rules sub-section can be used.
- To email or SMS users either internally or externally from an Outcome, use the Internal and External Communications sub-sections.
- To create a Reminder or an Appointment from this Outcome, use the Callback - Reminder / Appointment sub-section.
- To make credit card transfers using an Outcome, use the Instant Transfer - Realex Payments sub-section.
- To transfer records from one campaign to another, use the Instant Transfer - Campaign sub-section.
- To create logic branching within this outcome, use the JavaScript sub-section.