Adding Form Signups to Salesforce Campaigns

  • Updated

When a prospect fills out a Form, you can have Act-On automatically add them to a Salesforce campaign as part of that same push - either to one specific campaign every time, or dynamically, based on where the Form was submitted from.

Why this matters: Getting Form signups into the right Salesforce campaign automatically means sales and marketing both see accurate campaign attribution, without anyone having to manually add members after the fact.

Quick Reference (Advanced Users)

  • Set this up under a Form's Properties tab > CRM Settings (Classic Forms: Settings tab > Sign-ups to Salesforce).
  • Statically: pick one Salesforce campaign (or create a new one) and, optionally, a member status.
  • Dynamically: pass ?cmpid=SFDCcampaignID on the Form's landing page URL or iframe source.
  • Submitted campaign IDs show up in the _Campaign column of the Form's Form Submissions list (Contacts > Form Submissions).

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.

    The CRM Settings panel configured to statically add signups to a Salesforce campaign.

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.

Enabling the option to Add to a Salesforce Campaign.

  1. 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)
  2. Click Next.
  3. 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.

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