Campaign Subscription

Form mappings can be used to add visitors identified as Leads or Contacts to Campaigns.

Lead mapping

Create a mapping that identifies visitors:

Sort Index: 1
Salesforce Object: Lead
Identification Lookup: Lead

Add Field Mappings for FirstName, LastName and Company. A direct value can be used to set defaults for required fields not present on the form, e.g. Company might be set to “N/A”. Add the Email field with Inbound Mapping set to Matching key.

Campaign mapping

Create another mapping that adds the Lead to the Campaign.

Sort Index: 2
Salesforce Object: Campaign Member

Add Field Mappings with Inbound Mapping set to Matching key for the Campaign ID and Lead ID.

Set the Lead ID value to the Lead.Id form field from the first mapping.

By setting both the fields above to Matching key, a new record will only be created if an existing one is not found.

Add further field mappings as required for other Campaign Member fields, for example Status. Set the Inbound Mapping to Default value only where the fields should not change for existing Campaign Members.

Advanced options

Multiple Campaigns and opt-out

Create a custom staging object that has a single record for each Lead, and a field for each Campaign subscription.
Set the send2crm mapping to create or update these records.
Create your own custom Flow or Apex trigger to add and remove Campaign Members when they are inserted or updated.
Record the date of last opt-in or opt-out action.

Self-service for subscribers

Set the appropriate fields to Personalize in the send2crm mapping so they are available from visitor data at the website.
Build the website form to pre-populate existing subscriptions from the visitor data.
Include links in your mailouts to the website form with the send2crm identifier URL parameter set, so that no matter which browser the visitor opens the link with they get their personal subscription settings.