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A
AndreaL32
New Participant
February 9, 2022
Question

Custom Field Inquiry

  • February 9, 2022
  • 2 replies
  • 4526 views

Hello! I am currently trying to complete a re-engagement campaign within our database. The team has created the form and I am trying to set up the parameters within the campaign flow. If a user opts in to receive additional communication from us, a list of newsletter options appear. I want to make sure that when a user opts-in and clicks on a certain newsletter that it gets moved into the right place and updated on the back end. Right now, the custom "newsletter" field only displays true or false not the various newsletter options. What would be the best way to update this? 

 

Thank you! 

 

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2 replies

EllenSchwier
EllenSchwier
New Participant
March 4, 2022

It looks like you have a lot of the answers you were looking for, but I have another question that might seem obvious. Can someone subscribe to more than one newsletter? Or only one?

 

If they can subscribe to multiple newsletters, you might want to consider changing your form to capture the opt-in to each newsletter separately. And simply use the field equals true in your smart list criteria. Seems like it would save you a lot of steps.

Kaitlyn_Simko
Kaitlyn_Simko
New Participant
February 9, 2022

It looks like Newsletter is a boolean field, which means that the only values are T/F.  You could potentially use a smart list instead of using the filter, that way you can add constraints such as Newsletter = True and insert other criteria here.

 

I do have a few questions, where do the newsletter options appear? What ihappens when someone clicks on a newsletter?  Do they get added to different campaigns?  Is there another DVC of somesort?

    A
    AndreaL32Author
    New Participant
    February 9, 2022

    Thanks, Kaitlyn! On the form, once the user clicks "opt-in" the 6 newsletter options appear underneath to check off which ones they want to be included in and receive. My goal is to have the users who clicked on each newsletter get added to a corresponding list so that I can add it to future newsletters for a more targeted audience.  

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    February 9, 2022

    If there are 6 different newsletter options, by definition there can’t be one Boolean to represent them.

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