Form Template - Campaign Member

Introduction


Date




By submitting this form, you are agreeing to receive email communications from ORGANIZATION. You can manage your email preferences at any time. 
BST Stuff
  1. Clone this form (https://urj.tfaforms.net/1081). 

  2. Grab your new form ID. Head over to the template survey (FA 1081) and Copy Survey. Update the name and External ID to match your new form.

  3. Pull any questions you want out of the question bank and up into the visible section of the form. Do not delete questions from this form! If you don't need a question, return it to the hidden question bank. Make sure it's not required when in the question bank.

    If you want congregation, pull the lookup question up out of the hidden section. Don't touch the Congregation ID question at the bottom. Remember to fix the prefilled lookup:







    SELECT Account_Name_City_State__c, ID FROM Account WHERE (RecordType.DeveloperName = 'URJCongregation' AND Congregation_ID__c != 'C1289')

  4. Make sure that you have an opt-in. For American/general forms, set default to True and hide the question. For Canadian forms, leave default null and display the question. Edit Organization to URJ Camp George or the Reform Jewish Community of Canada.

  5. Head over to the Connectors section and Enable the connector. Edit:
    Survey
    --External Survey ID 
    Survey Taker
    --Source Campaign
    --Source Webform Link
    Opt-in
    --Campaign ID
    --If a 2+ opt-ins are required, clone "Opt-In for SFMC" as many times as needed. Leave skip logic as-is. Update Campaign IDs on each.
    Source Campaign
    --Campaign ID
    --Campaign Member Status - it'll use the default in SF, so make sure to configure that as needed.
     If Campaign Member Status needs to be conditional, you Map Another Field and select either a field or a formula. However, you need to make sure that the status values you pick match the status values available in the Campaign.

    --Description: Pick the Qs and As of any custom questions that you'd like to map to the Campaign Member Comments field. If you are not mapping custom questions, then delete this field mapping.



  6. Head over to Notifications. Disable notifications to Frederick. Sign user up for notifications if they want. Enable and customize automatic response email.

Question Bank


Age



Address fields
Country/State








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