Question/Problem:
The field "Send Transaction Via" is not available for use in Online Customer Forms. What are the ways we can add this option on the Online Customer Form?
Answer/Solution:
In order to accomplish this, try the following options:
1. Create a Scripted Custom Field that would mimic the field "Send Transaction Via" on the Online Customer Form. What the script will do is pass the value (checked or unchecked) from the Online Customer Form to the Customer record once it is submitted/saved.
2. Create a Custom Field that would be similar to "Send Transaction Via" and make it available on the Customer record and Online Customer Form. You will then run a Mass Update daily (scheduled) to update the records created using this Custom Field as your filter criteria.
3. If using the default Registration Form you wish to set the the field "Send Transaction Via" to "Yes" for all Customers signing up, a Mass Update still needs to be run using the field "Web Lead = True" as the filter criteria.
4. If using the Online Customer Form, set the Lead Source through the Setup Workflow tab by default. Then use the Lead Source as the filter criteria in the Mass Update.
Once the workflow that you will be using has been established (Custom field, Default Registration Form, or Online Customer Form), take note of the steps below on how to perform Mass Update:
1. Go to Lists > Mass Update > Mass Updates
2. Under the General Updates, select Customer
3. Under the Criteria tab, set the filter to use
- Custom field/Web Lead = True/Lead Source (depending on your workflow)
- Date Created = within this week
4. On the Schedule tab, check the option Run Update According to Schedule and set it to be a Daily Event.
5. On the Mass Update fields tab, check the option for Email (right next to Print and Fax) and check the box right after it.
6. Preview the Mass Update first.
7. If satisfied with the output, click Save.
This will create a scheduled Mass Update that will run daily.
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