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Sending linked custom object records to a program

Push your linked custom object records to a listener step in either a contact or custom object program. Using custom object record services, you can trigger your custom object to send new linked records when as they are created, or send existing records when there are changes to the record field values.

Note: You must create a program, and then activate it before you can send records to it.

To send linked custom object records to a program:

  1. Navigate to Audience An image of the Audience icon, which is represented by a white silhouette of a person. then select Custom Objects.
  2. Open a custom object, or create and edit a new one.
  3. Click Custom Object in the upper-right corner, then select Custom Object Record Services.

    The Manage Services window opens.

    An image of the Manage Services window.

    To trigger a push, you can add a processing step to one of two record services:

    • New Data: Checks the custom object for any new records that are registered.
    • Modified Data: Checks for any changes to the field values of currently existing records.
  4. Click either New Data or Modified Data drop-down arrow, then select Edit Service Actions.
  5. Click Add Processing Steps.
  6. Select step options under Add Single Processing Step:

    1. Select Add to Step in Program from the Step drop-down list.
    2. (Optional) Type a name or brief description of the step in the Description field for quick reference.

    The processing step then opens in a new Edit Processing Step configuration window.

    An image of the Edit Processing Step window.

  7. (Optional) Change the name or description in the Step Details section.
  8. Select the type of program to which your records will be sent in the Required Parameters section:

    1. Select Constant as the Source Type.
    2. Select one of the following as the Value:

      • Contacts: Send records to a contact program.
      • Custom Object: Send records to a custom object program.
  9. Select the listener step in a program in the Conditional Parameters section:

    • Select Constant as the Source Type.
    • Select a program and its listener step as the Value.
  10. Select one of four options to determine if, when, and how This Processing Step Gets Executed:

    • Always: This step always executes.
    • Only if the following Condition is met: This step executes when certain values populate a specific field in the custom object. You'll need to select the field and configure the desired values.
    • When the following Data Lookup criteria Is / Is Not met: This step executes when specific data lookup criteria is met. You'll need to add and edit lookup criteria.
    • Never: This step never executes. Select this option to disable the step without deleting it.
  11. Click Save & Close.
  12. Click Close.
  13. Click Close.
  14. Click Save.
  15. Click Custom Object in the upper-right corner, then select Custom Object Record Services.
  16. Click the either the New Data or Modified Data drop-down arrow (whichever of the two that you configured in previous steps), and select Enable Custom Object Record Services.
  17. Click Close.
  18. Click Save.

You have enabled record services to push records to a program.

Tip: Open the listener step in your program, and click View Sources to verify the custom object as a source.

An image of the listener step's pop-up configuration menu. The View Sources button, in the lower-right corner of the menu, is highlighted.

The name of the custom object will be listed under the Active tab.

An image of the Active tab.

Custom object records will need to be mapped (linked) to contacts before they will be sent to a program.


Data sources for listeners

Custom objects

Managing custom object record services