Wednesday, April 08, 2009

Building a Global opt-out form

What better way of getting to know how to use Clicktools for AppExchange than building a very useful short form to enable individuals to ‘opt-out’ …

You can see an example opt-out form here:

We are going to walk through the steps required to build a Global opt-out form. This form will provide a link that you can use in all email communications to Leads and Contacts (and custom objects with ‘individual’ information in it).

With a little more work, this form could easily be adopted to provide an opt-in confirmation form or be expanded to provide opt-in/outs for multiple communications (more on these at the end of the document).

Download a step-by-step guide here:

Creating a Closed Case Survey

This document discusses how a Closed Case Survey can be integrated with Salesforce. Whilst the document focuses on a Closed Case Survey and a custom Feedback object, the aim of this document is to provide experienced Salesforce users with everything they need to implement their own survey and integration.

Download the step-by-step guide here: