Synchronisation fields

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Syncchronisation fields can be used to sync between a Gravity Forms checkbox field and CampaignMember objects or soco__Membership__c objects in SalesForce.

Both objects in Salesforce are often used for, for example, subscriptions or newsletter subscriptions. That is why this feature of CampaignSuite can be used in particular for a “Preference center” where someone can indicate which newsletters he / she still wants to receive.

Checkbox field

If you link a field for synchronization, it must be a checkbox field. This will look like this, for example:

Most importantly, the data in the Value column must be exactly the same as the ID in Salesforce. CampaignMember When you link a CampaignMember field, it must contain the Campaign IDs. Membership When you link a Membership field, it must contain the ID’s of the Products.

Prefills

It is also possible to prefill a form with sync fields with data from Salesforce. For this it is necessary to include in the URL of the page where the form is on as parameter ?contact={ContactId}. More information about this can be found in the article Prefills based on ContactID .