without using a webpage is there any way to collate the data from a marketing campaign into a spreadsheet. I want users to confirm name email address company name etc to get the CRM data up to date.



1 comment

  • Avatar
    Rickey Jolley

    It appears Julian opened a Support Request on this topic. 

    For others reading this, the method we used actually had users updating their information via Profile Management. With Profile Management, you would be able to include a link in your email that will pre-populate the information you currently have in fields on the Profile Management page, and allow your customers to update this information themselves. 

    As an alternative, it would still be possible to have your visitors fill out a third party form (such as Google Forms) and export/import this information via the CRM Import Tool if you have customized fields in your form. 

Please sign in to leave a comment.