I am trying to create a form to allow contacts to submit the details of the Account they belong to, so my company can ensure we have accurate data for the organisations we are in contact with. That is, I want to send contacts a form populated with Account fields that will update those. I only seem to be able to put fields from the Contact side of ActiveCampaign in forms. Am I missing something obvious? Where can I find Account fields in the form builder?
If they are not there, what’s the best way to automate updating Account details? Should I create custom fields in the Contact records corresponding to Account ones and funnel the data through to the Accounts with an automation of some sort (and if so, how), or is there a simpler way?
Right now, there isn’t a way to update Account fields directly with a Form. You’re on the right track though — you’ll need to create a corresponding Contact Custom Field to catch the form submission data. Then you can use an automation to copy that Contact data into an Account field.
The automation will trigger once the form is submitted. The next action will be “update an Account field” which is found under the CRM category of automation actions. Setting up the action, you’ll select the proper Account field and then select “Copy from an existing Contact field.”
Ah, fantastic, thanks, that works like a charm - almost. Some of the fields I’m working with (and some of the data I most need to capture) are Number fields, and it won’t let me either copy those over or retroactively change them to a different type of field to make it work. It just offers “Enter a new value” or “Clear existing value” but I don’t want to do either - or rather, I want to enter a new value, but the one that’s entered in the form. Is there a work around for that?
The field types “number” and “checkbox” are not available for this feature, so you’d have to transfer those values over to new text type fields by exporting the Accounts into a spreadsheet and importing the values into new text fields.
In peeking at the automation you created, it looks like you already did this, but please let us know if you have any other questions
