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Using web form to collect data

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edited Jun 8, 2022 8:56AM in Agent Desktop 6 comments

Content

Hi everyone,

unfortunately I am pretty new to the outreach topic and my expierience is limited.

We try to set up a mailing and use the web form to collect data from our customers. Basically we want to send an email to every contact where first and/or last name is null and ask them to provide this information for better individual and personal customer service.

We did some testing with a web form and this works fine. But we are expierencing some difficulties:

1. We are working with several custom object and want to ask for certain information on the web form which is stored in a custom object. How it is possible to add a CO field to the web form? I was not able to do it.

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