The Update Contact Details Page provides a personalised, easy way for your contacts to update their details. The WIT Update Contact Page is a PURL-driven campaign type that provides the fundraiser with a simple and direct means to allow donors to update their contact details on a web page form safely. Its features use personalised URLs (PURL), overnight system batch processing checks names, updates existing contacts, or creates new ones. It is most common usage is to target returned mail entries. This replaces the manual task of chasing contacts for correct details and the automation of business processes was significantly maximised.
The page will only function properly if the contact clicks on the link that includes their unique PURL. You can't put the Campaign URL link on your website because it won't have contact PURLs associated with it. The PURL field is located in both single-screen and multi-screen sections. The layout is scaled back compared to the Single-Screen and Multi-Screen because fewer fields are required.
Create The Page
Setting up an Update Contact Details Page requires fewer steps than the single and multi-page donation campaigns, but the process is the same. You won't need to worry about options, such as payment types, but you will still need to consider a few settings such as the Blurb, Thank You Blurb, and uploading your Campaign Banner Image.
Quick Steps Table - Create An Update Contact Details Page
Campaign Details Example
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Using The Update Contact Page
Quick Steps Table - Deploying
Step Number |
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1
2
3
4
5
6
7
Task
Task | Notes and Related Topics | |
|---|---|---|
1 | Create The Campaign Record | Refer to the earlier table |
2 | Go To Related Tab | |
3 | Go To Campaign Members | |
4 | Add Contacts To Campaign | Use whatever list you have, perhaps from returned mail entries |
5 | Export Contacts From Campaign Or Use Your Current Marketing System | Must export PURL with each campaign member |
6 | Email Contracts From Campaign or Use Your Current Marketing System | Must Export PURL with each campaign |
7 | Prompt Contacts From Campaign To Click On Link |
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Notes and Related Topic
Refer to the earlier table
Use whatever list you have, perhaps from returned mail entries
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PURL |
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Link |
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Testing
Note: To test the Update Contact Details Page, you must have at least one member in the campaign so that a PURL is available.
Step Number | Task | Notes And Related Topics |
1 | Navigate To Your Campaign |
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2 | Switch To The Related Tab |
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3 | Under The Campaign Members Section, Click On View All |
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4 | Click On The First Name Of Any Campaign Member |
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5 | In the Campaign Member Information Section, Click on the URL | Note the concatenation of Base URL, Campaign ID, and UUID, which creates the PURL |
6 | In The Web Form, Make A Change To The Details | Add a phone number, for example |
7 | Click Update | |
8 | In Salesforce, Go to Contacts | |
9 | Find Contact And Confirm Change |
Click On PURL
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Update Contact Details - Example Change
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