I am currently an Admin trainee at a Non Profit Organisation . The company uses Form Assembly to automate data entry . The customers fill out a form in Form Assembly via a link we provide them on the website. Once they submit the filled out form, the Form Assembly connector imports the information from the form into their Lead record on Salesforce. All that is fine .
I also need the information from the form( which is in Date format) stating that the customer has chosen to attend training to be imported to the campaign record then send an email to the customer .
I have tried to map using Campaign ID record and Salesforce (UK)date format but this has been un-successful. Can anybody please help me to configure this connector in Form Assembly ? Thank you.
Hi Anne, first you need to edit the lookups for the Contact and Campaign by adding criteria that helps Salesforce fine the Contact and the Campaign.
For the Contact - does the user enter their first name, last name and email address? Those are good criteria for helping Salesforce find that contact record.
For the Campaign, what selection criteria can you use to help Salesforce find the Campaign that you want? Will the campaign be the same or different for each entry?
