boh.rst

Bag of Hope

The Bag of Hope form on jdrf.org goes to the lead object in Salesforce. When the form is submitted it creates a lead and through a workflow the lead is convereted into two contacts, an outreach reaquest and an additional interest for the childs school. After the workflow and email is sent to the chapter with details.

• The link to the production environment is: http://typeonenation.org/resources/newly-diagnosed/bag-of-hope/
• The link to the staging environment is: http://type1nation.staging.wpengine.com/request-bag-hope/

Form Fields

Field	Type/Options	Required	Validation	Notes
Please confirm this request is for a newly diagnosed child	Javascript to display the of the form. 16 years or younger Diagnosed less than one year ago United States resident	Yes	You have to select all three values to continue
Title	Picklist	Yes
First Name	Text	Yes
Last Name	Text	Yes
Email	Email	Yes
Phone	Phone	Yes
Street Address	Text	Yes
Address Line 2	Text	Yes
City	Text	Yes
State	Picklist	Yes
ZIP Code	Text	Yes
Child's Title	Text	Yes
Child's First Name	Text	Yes
Child's Last Name	Text	Yes
Child's Suffix	Text	No
Date of Birth	Datefield	Yes
Date of Diagnosis	Datefield	Yes
Gender	Checkbox Female Male	No
Hospital Where Diagnosed	Text	No
Endocrinologist	Text	No
Do you want to be connected with a JDRF Outreach Volunteer	Javascript to be contacted and for the remaining fields Yes, I'm interested in learning more No, I'm not ready for personal contact yet.	Yes
Child's Hobbies/Interests	Text	No
School	Text	No

Confirmation Message on website

Thanks for contacting us! We will get in touch with you shortly.

Triggers

Trigger run when a lead is created with BOH as the lead type and does the following (details below):

• Creates a contact for the parent contac
• Creates a contact for the child contact record and adds the contact to the parent household
• Creates an Outreach request and links both the parent and child contact record to the outreach
• Automatically create new Additional Interest record upon Contact record creation

Mapping from Form to other Object Fields

Field	Type/Options	Destination	Required	Validation
Please confirm this request is for a newly diagnosed child...	Checklist 16 years or younger Less than one year ago United States resident	N/A Javacript for form	Yes
Lead Source	Hidden Field BOH	Lead Source	Yes
Title	Picklist	Salutation	Yes
First Name	Text	Name - First Name	Yes
Last Name	Text	Name - Last Name	Yes
Suffix	Picklist	Suffix	No
Email	Text	Email	Yes
Phone	Text	Other Phone	Yes
Street Address	Text	Address - Street	Yes
Address Line 2	Text	Address - Street	Yes
City	Text	Address - City	Yes
State	Text	Address - State/Province	Yes
Zip Code	Text	Address - Zip/Postal Code	Yes
Child Title	Text	Child Title	Yes
Child First Name	Text	Child First Name	Yes
Child Last Name	Text	Child Last Name	Yes
Child Suffix	Text	Child Suffix	No
Child DOB	Text	Child Date of Birth	Yes
Child Date of Diagnosis	Text	Child Date of Diagnosis	Yes
Gender	Text	Child Gender	No
Hospital	Text	Diagnosis Detail	No
Endocrinologist	Text	Diagnosis Detail	No
Do you want to be connected with a JDRF Outreach Volunteer?	Picklist No Yes	Mentor Opt Out	Yes
Child's Hobbies/Interests	Text	Child's Hobbies	No
School	Text	School	No

Parent Contact Record

Lead Object	Contact Object	Auto fill
Lead Source	Lead Source
Salutation	Salutation
Name - First Name	Name - First Name
Name - Last Name	Name - Last Name
Suffix	Suffix
Email	Email
Other Phone	Other Phone
Address - Street	Address - Street
Address - Street2	Address - Street2
Address - City	Address - City
Address - State/Province	Address - State/Province
Address - Zip/Postal Code	Address - Zip/Postal Code

When the parent record is created it will automatically create a household record.

Child Contact Record

The child contact record is created and linked as a member of the parent household.

Lead Object	Contact Object	Auto fill
Lead Source	Lead Source
Child Title	Salutation
Child First Name	Name - First Name
Child Last Name	Name - Last Name
Child Suffix	Suffix
Address - Street	Address - Street
Address - Street2	Address - Street2
Address - City	Address - City
Address - State/Province	Address - State/Province
Address - Zip/Postal Code	Address - Zip/Postal Code
Child Date of Birth	Birthdate
Child Date of Diagnosis	Diagnosis Date
Child Gender	Gender
Diagnosis Detail	Hospital
Endocrinologist	Endocrinologist
Child's Hobbies	Hobbies
School	School

Additional Interest Record

An additional interest record is created and added to the parents contact record.

Lead Object	Contact Object	Auto fill

Outreach Request Object

Outreach Request Field	Type/Options	Wordpress Form Field	Required	Validation/Notes
Requested By	Automatically set to Wordpress Integration User	N/A	Yes
Requested Date	Automatically set to todays date.	N/A
Existing Walk Supporter	Automatically populate with appropriate value as informed by automated process established for determining True vs. False	N/A
Request Status	New upon Outreach Request record creation from BOH web form	N/A
Record Type	Bag of Hope upon creation of Outreach Request record from BOH web form	N/A
Contact	Linked to parent contact record	N/A
Child Contact	Linked to child contact record	N/A
Birthdate		Date of Birth
Diagnosis Date		Date of Diagnosis
Hospital Where Diagnosed		Hospital
Endocrinologist		Endocrinologist
Preferred Gender of OV		N/A
Outreach Volunteer Opt Out		N/A

Email Content

Need to confirm there are emails for BOH