Salesforce Integration: option to pass data into a specific campaign

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    aishdetroit
    Asked on February 23, 2021 at 12:55 PM

    we are a non for profit that runs events, and the registration for events takes place on Jotform. One the salesforce side we track events using campaigns. Every event is created as a new SF campaign. When a person registers on Jotform I'd like the integration to add the person as a new member of the campaign they registered for. How can I do that? (I've successfully been able to create new status, add them as new contacts to SF and other integrations, but as a new member of the campaign I can't figure out)



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    KrisLei
    Answered on February 23, 2021 at 06:32 PM

    Hello,

    I assumed that you are referring to this form, 210534836748159, correct? I believe that there was an option to pass data to a specific campaign on the previous version, and I think it has been removed. As I have verified, adding a new member to a campaign is no longer an option on the new version of Salesforce Integration.

    I will escalate this as a feature request to our backend team to see if this is possible to add it to the new version of integration. Please note that we can't provide an estimated time or the possibility that this feature can be added to the form builder.

    We will provide you with any updates through this ticket. Thank you.

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    Simcha tomwin 
    Answered on February 23, 2021 at 08:02 PM

    Thank you.
    lrior to this update you were able to add it as anew campaign member.
    also we are able to update campaign status but without a name! It takes the Jotform id and gives it a status in the Salesforce campaign without the name !

    I think this Shiism e escalated as the campaign integration is not usable without being able to add the new member.

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    KrisLei
    Answered on February 23, 2021 at 10:10 PM

    I'll include it on the ticket. Thank you for mentioning that.

    We will provide you with any updates as soon as we hear back from them.