Update or Create a Contact and Attach to a New Campaign as a Campaign Member

To start go to your Formyoula Dashboard - https://app.formyoula.com/dashboard and click "New Form".



Rename your form, we will use "New Campaign".



(Optional) Drag and drop a graphic field on your form, this can be used for logo, banner or any image that represents your company. Click on the “Pencil” icon and edit the field.



Next drag and drop a "Text" field, this will be used to map the Formyoula Campaign fields to the Salesforce “Campaign" fields.



Drag and drop a “Salesforce Lookup” field on your form. This will be used to find an existing Contact on Salesforce.



Next drag and drop two “Text” fields for “First Name” and “Last Name”, and one “Email” field for “Email”.



Add as many fields as you need, when done click on the “Save & Close” button.



Next we will need to create three Salesforce connections. First for the new Campaign record, second for the new Contact or updated Contact record and the third one to attach the Contact to the Campaign as a Campaign Member. Please click on the "Add" button under "Connections" column or press on the "Create a Connection" button under "Next Step" column, or select "Add/ Edit Connections" from the "Actions" list.



Select Salesforce from the available list and click “Create Connection”.



Select “Campaign” from the available “Salesforce Object” list and click “Save”.



First we will need to set the “Insert Sequence” as “1”, click on the "Save Record Settings" when done. This will ensure to create the new Campaign prior the Contact creation.



Next we need to map our Formyoula Campaign fields to the Salesfrorce Campaign fields. When both selected click on the “Create Map”.



When done click on the “<< Back to Connections” button.



Select Salesforce from the available list and click “Create Connection”.




Select “Contact” from the available “Salesforce Object” list and click “Save”.



First set the “Insert Sequence” as “2”, this will ensure that the new Contact will be updated or created after the new Campaign record will be created.



Next select the Salesforce lookup from the available ”Skip if?” list. This will ensure to skip Contact record creation if found via the lookup field.




Now we need to map our Formyoula Contact fields to the Salesforce Contact fields.



When done, please copy the connection ID from the URL link.



And click on the form name to go back to the form builders page.



Now click on the “Pencil” icon on the Salesforce lookup field on your form builders page.



Paste the connection ID in the “Autofill Connection Id” section. When done click on the apply button.This will ensure to pre-fill the form with information from Salesforce.



When done, please click on the “Save & Close” button.


Next we need to create the third connection. Please click on the black “Cloud” icons or select "Add/ Edit Connections" from the "Actions" list.





Select Salesforce from the available list and click “Create Connection”.



Select “Campaign Member” from the available “Salesforce Object” list and click “Save”.



Now we need to map the Formyoula “[New Contact (Seq. 2)]” field to the Salesforce “Contact ID” field. This will ensure to attach the new Contact to the Campaign as a Campaign Member.



Map the "Existing Contact" field to the "Contact ID" field in Salesforce. This will ensure to attach the existing contact to the Campaign as a Campaign Member.




Next we need to map the Formyoula “[New Campaign (Seq. 1)]” field to the Salesforce “Campaign ID” field.



Go back to the Formyoula Dashboard when done.



On the Formyoula Dashboard, click the "Try" button to launch the Mobile Web App.



Select the newly created form.



Fill in and submit the form. Use either Salesforce lookup to update the existing Contact or create a new one by filling in the fields.




Now when you open Salesforce you will be able to see the new or updated Contact as a Campaign Member under the new Campaign record.


If you have any questions please email support@formyoula.com.

Salesforce

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  3. Create Salesforce Event with Multiple Attendees
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  10. Adding Salesforce Lookup Fields to Your Mobile Forms
  11. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
  12. Salesforce Select Element for Record Assignments in the Field
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  14. Offline Event Registration
  15. Add Users To Campaigns During Events
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  17. Set Record Types with Hidden fields
  18. Pre-fill Formyoula forms with Salesforce Information
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  20. Autonumber new Salesforce records with a unique Formyoula entry ID
  21. New Contact Creation and Attachment to Campaign as a Campaign Member
  22. Override Select List Options With Salesforce IDs
  23. Updating existing records in Salesforce with Lookups
  24. Salesforce Record Type Switching With Workflow Rules
  25. Record Customer Site Visit on Salesforce
  26. Salesforce From With Multiple Line Items Using Repeat Groups
  27. Conditional Salesforce Record Creation
  28. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  29. Displaying Additional Salesforce Information for Lookup & Select Fields
  30. Send Email After Each Form Entry is Captured
  31. Record & Display Images in Salesforce
  32. Record & Display Signatures in Salesforce
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  34. Formyoula Integration With Salesforce Chatter
  35. Add Salesforce Users to Your Formyoula Account
  36. Formyoula Salesforce Features
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  38. Prefill form fields from Salesforce using URL merge parameters
  39. Capture Photos, Signatures And Sketches Offline
  40. Create Multiple Related Salesforce Records Using a Single Form
  41. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  42. Create, Update and Find Records on Salesforce
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  45. Store Formyoula form entries directly in your Salesforce organization
  46. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  47. Create a Salesforce Event Record Linked To Multiple Contacts
  48. Create Custom Lookup Search Result Fields
  49. Sign In As Another Formyoula User

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