Skip to main content
Act-On Software

Adding Form Submissions to Salesforce Campaigns

AUDIENCE:  Administrators, Marketing Users, Web Developers
OBJECTIVES: 

  • Learn how to add form signups to a Salesforce campaign statically
  • Learn how to add form signups to a Salesforce campaign dynamically

 

Act-On forms can be used to automatically push sign-up data to Salesforce and other CRMs. With the Salesforce integration specifically, the form can be set to assign each sign-up to a Salesforce campaign either statically or dynamically.

Adding Form Signups to a Salesforce Campaign Statically

Assigning statically allows you to choose a specific Salesforce campaign with an option to set the campaign member status.

  • Create or edit an Act-On form.
  • Click 2. Settings.
  • Enable the option to Push Sign-up Data to Salesforce when someone submits this form.
  • Enable the option to Add to a Salesforce Campaign.
  • Choose Statically, and choose a specific Salesforce campaign from the drop-down list. You can also choose to Create New Salesforce Campaign.
  • Optionally, enable the option to Set Campaign member status to and choose a member status.
  • Click Next.
  • Click Save.

Adding Form Signups to a Salesforce Campaign Dynamically

Assigning dynamically allows you to add the submitted form to any desired Salesforce Campaign ID. Please work with your web developer to properly identify, capture, and pass the values that are of interest. 

  • Create or edit an Act-On form.
  • Click 2. Settings.
  • Enable the option to Push Sign-up Data to Salesforce when someone submits this form.
  • Enable the option to Add to a Salesforce Campaign.
  • Choose Dynamically, and choose from one of the following methods:
    • Hidden field ao_campid – If using this option, add a Hidden Field in the Layout step of the form called ao_campid. Do not provide any value for the field, just the field name.
    • Append ?cmpid=SFDCcampaignID to the form URL
    • Any of the two options above can have their respective values implemented to the form or form URL via JavaScript or any number of back-end web technologies like jsp. and c#.net
    • If you are iframing the Act-On form onto your own web page, simply dynamically control the ?cmpid=SFDCcampaignID component of the URL in your iframe source, and its value will be added into the ao_campid field. (for example, <iframe src="[form url]?cmpid=123456789"></iframe> in the URL will set the ao_campid value inside the iframe to 123456789)
  • Click Next.
  • Click Save.

When a form registrant submits the form, the Salesforce Campaign ID information will be specified in the _Campaign column of the associated Form Submissions list. Navigate to Contacts > Form Submissions.

  • Was this article helpful?