Adding Form Signups to Salesforce Campaigns

Learn how to add Form signups to a Salesforce campaign either statically or dynamically.

Static Option

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

1. Create or edit an Act-On Form.
2. Under the Properties tab, click CRM Settings.
   • If on Classic Forms: Navigate to the Settings tab and scroll down to Sign-ups to Salesforce
3. Enable the option to Push Sign-up Data to Salesforce when someone submits this form.
4. Enable the option to Add to a Salesforce Campaign.
5. Choose Statically, and choose a specific Salesforce campaign from the drop-down list. You can also choose to Create New Salesforce Campaign.
6. Optionally, enable the option to Set Campaign member status to and choose a member status.
7. Click Next.
8. Click Save.
   
   
   
   

Dynamic Option

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. 

1. Create or edit an Act-On Form.
2. Under the Properties tab, click CRM Settings.
   • If on Classic Forms: Navigate to the Settings tab and scroll down to Sign-ups to Salesforce
3. Enable the option to Push Sign-up Data to Salesforce when someone submits this Form.
4. Enable the option to Add to a Salesforce Campaign.

5. Choose Dynamically, and choose from one of the following methods:
   • Append ?cmpid=SFDCcampaignID to the URL of the landing page where the Form resides, where SFDCcampaignID is the campaign ID from Salesforce.
     
     • You can use JavaScript or another web technology (JSP, C#.net, etc.) to pull in the relevant Salesforce campaign ID and add it to the URL.
   • If you are iframing the Act-On Form onto your own web page, dynamically control the ?cmpid=SFDCcampaignIDcomponent of the URL in your iframe source, and its value will be added to the ao_campid field. (For example, <iframe src="MYCOMPANY.actonsoftware.com/acton/form/0000/01da:d-0001/0/-/-/-/-/index.htm?cmpid=123456XYX"></iframe> in the URL will set the ao_campid value inside the iframe to 123456789)
6. Click Next.
7. 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. You can find submission data by navigating to Contacts > Form Submissions.