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/
Field | Type/Options | Required | Validation | Notes |
---|---|---|---|---|
Please confirm this request is for a newly diagnosed child | Javascript to display the of the form.
|
Yes | You have to select all three values to continue | |
Title | Picklist | Yes | ||
First Name | Text | Yes | ||
Last Name | Text | Yes | ||
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 |
|
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 | ||
Child's Hobbies/Interests | Text | No | ||
School | Text | No |
Thanks for contacting us! We will get in touch with you shortly.
- 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
Field | Type/Options | Destination | Required | Validation |
---|---|---|---|---|
Please confirm this request is for a newly diagnosed child... |
|
|
Yes | |
Lead Source |
|
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 | |
Text | 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? |
|
Mentor Opt Out | Yes | |
Child's Hobbies/Interests | Text | Child's Hobbies | No | |
School | Text | School | No |
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 | |
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.
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 |
An additional interest record is created and added to the parents contact record.
Lead Object | Contact Object | Auto fill |
---|---|---|
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 |
Need to confirm there are emails for BOH