Added August 2019:  When a Vuture form is submitted and the Account/Company record matches with two or more records in the CRM (duplicates), then, instead of creating a further duplicate record, Vuture can now select the latest record to match with, based on its Date Created.  That is, it will merge with the newest record.

 

To enable this feature, AMs should check Admin.System.Salesforce.Use first matching company. This setting is set to False as a default. 

 

 

Added March 2019:  We have updated the way in which we submit data to OnePlace through Vuture forms. Important! Once you upgrade to Version 2,  you will notice the following changes:

 

• Any OnePlace fields can be added into the Vuture Forms (please see below for details).
• Updates in the appearance of the form editor.  Fields will be categorised as either Contact, Invitee, Subscriber or Vx Form submission objects, and core fields will automatically show up

• You can add the RSVP field for the Invitee object following the process described below.  In the events app, you can select which field to filter your guest list on.

Please note, in order to upgrade, your account manager must set Admin.System.Version.CrmFormFillModuleVersion to "2" , Admin.System.Salesforce.Form Submission Version to "2" as well as have the form editor version 2 enabled.

 

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Adding OnePlace fields to Vuture forms

 

You can add most custom OnePlace Contact, Publication Subscriber or Function Invitee field into Vuture forms.  By doing this, when a contact submits a form, the value will be recorded against the correct field.  Please note, Invitee and Subscriber fields will write back to the campaign linked to the form.

 

Supported custom field types:

Text (up to 255 characters

Picklist (up to 100 values)

Picklist Multi-select

Checkbox

Email

Number

Formula (for personalized text only, read only)

 

 

 

Once you have created a field in OnePlace that you would like to include into a Vuture form, please provide your account manager with the following details:

 

• Field Name as it should be seen in the Vuture Form (E.g. Workshop Sessions)
• Field API Name as it appears in Salesforce (E.g. WorkshopSessions__c)
• Field Category:  Contact field or Campaign member

 

Depending on the field category, your account manager will add the name and API in:

• Admin.System.Salesforce.Campaign member form fields
• Admin.System.Salesforce.Contact form fields

 

They will then "Save" and "Verify Fields"

 

Once added, you will be able to select your CRM fields in the Vuture Form Editor.