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 |