Design a Campaign to Include Linking an Additional Person
Any campaign related to a specific account may include the questions and miscellaneous fields defined here to create/link an additional person to the account.
Simply create entries in the questions and miscellaneous fields collection to prompt the user to ask for the required information. A question should exist for each column reference created above. The following table illustrates a possible setup.
Seq
Description
Prompt on Order
Column Reference
Dependency
10
Account relationship type for additional person.
If you would like to link another person to this account, please enter an account relationship type.
ACCT-REL-TYPE
Must have account
20
Person ID for additional person
If the additional person already exists in the database, enter the person id.
PERSON-ID
Must have account
30
Person name for additional person
If you would like to create a new person, please enter the person name.
PERSON-NAME
Must have account
40
ID type for additional person
Please enter the ID type of the new person.
PER-ID-TYPE
Must have account
50
ID Number for additional person
Please enter the ID number of the additional person.
PER-ID-NUM
Must have account