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.