Campaign Template: Composition Options

Under Composition options, you can configure two kinds of Data Fields: Entry and Formula.

To read this guide in Danish, click here.

What is an Entry Data Field?

If you want to create a pre-filled, static Data Field in your template, then use an Entry Data Field.

This field is most commonly used to include clickable URLs on the Contact Page, or to a Lead’s entry in your organisations CRM by using Merge fields.

How to create an Entry Data Field

In the following example, we want to add a static link to an external website.

In the Campaign Template, select Entry from the Composition Template type, and URL as the Data Type.

Enter the URL in the Composition Template field.

To replace the URL with some text of your own choosing when displayed on the Contact Page, enter a ‘pipe’ symbol directly between the URL and your own text.

In page 2 of your Campaign Template, uncheck the Editable box on the Entry Data Field - this will make sure that the link is clickable, the field remains static, and Agents can’t edit the data.

Here’s what is will look like:

How to add merge fields to your Entry Data Field

Any Data Field can be added as a merge field to a URL, creating a dynamic, customisable URL.

This is especially useful for when you want to create a dynamic URL to the Lead’s account page in your organisations CRM system.

In this example, we will create a dynamic URL to a Lead's Twitter page - Remember, this method can customised to suit your needs!

First, add the Lead’s Twitter handle as a Lead Field.

Next, in the Entry Data Field, enter the URL for Twitter in the Composition Template field - don't forget the forward slash that will precede your Lead's Twitter handle. 

To add a merge field, enter the following:  {lead:Twitter handle}.

We have added 'Twitter handle' because it is the name of the Lead field - if you are adding a field called CRM ID, then you will enter {lead:CRM ID}.

You can see that we have also added the pipe symbol and the text ' Go to Twitter,' as described in the section above. 

Remember to uncheck the Editable box of the Data Field in page 2 of the Campaign Template editor.

So, when we create a Lead in a Campaign using this Campaign Template, and add data into the 'Twitter handle' Data Field, it will automatically fill into the Entry Data Field we have created. 

When an Agent is on the Contact Page, they can click the URL and be taken directly to the Lead's Twitter page!

What is a Formula Data Field?

A Formula Data Field is a quick way of making calculations in your Campaign Template, based on the values in other Data Fields.

If you want to calculate profits, Agent commissions, or bonuses, for example, then you can create a formula that will pre-fill the value, based on your chosen calculations. 

How to Create a Formula Data Field

A Formula Data Field will allow you to make calculations based on previous, existing Data Fields. 

Data Fields will be displayed as merge fields - add them to your Composition Template, and add an operator:

+  = plus

-  = minus

*  = multiply

/  = subtract

In our example, we want to calculate the total donation that a Lead will make. 

First, select Number as the Data Type, and Formula as the Composition Template type. 

Next, add the merge fields that you want to calculate, and add the operator. 

In the image below, you can see that we have 

• Created a field called Total Donation, with a Number Data type
• Selected Formula from the Composition Template type
• Added the Data Fields 'How much' and 'How long' as merge fields
• Added a multiplier operator (*) between the merge fields.

This formula will then calculate the total donation made by a Lead, by multiplying the data in How much? and How long?

The Total Donation field will then automatically pre-fill with the correct number!

Here's how it will look on the Contact Page: 

How to create a Conditional Formula

More advanced formulas can be made by creating calculations based on different answers in a Picklist, for example.

In our example, we will calculate a total commission for the Agent, based on whether or not the Lead agrees to donate. 

In the Donate field below, there are two answers for the Main Outcome Picklist - Yes and No. 

For a Lead that answers Yes, the Agent will receive a 200 DKK commission.

For a Lead that answers No, the Agent will receive a 50 DKK commission.

Here's how to do that:

• Create a Data Field, and select the Commission Data Type
• Under Composition Template Type, select Formula
• Enter the following formula in the Composition Template field: (('{Donate}'='Yes')*200)+(('{Donate}'='No')*50)

How does the formula work?

The formula will check if the Donate Data Field has the value Yes or No. 

If the value is Yes, then the formula will multiply the answer by 200. 

This looks like this:  (('{Donate}'='Yes')*200).

If the value is No, then the formula will multiply the answer by 50. 

This looks like this:  (('{Donate}'='No')*50).

Both formulas are connected by a plus (+), ensuring both answers are possible in the Campaign Template. 

Use this formula as a template, adding your own merge fields, values, and operators to achieve your own calculation!

The Campaign Template will look like this:

Here's how it will look on the Contact Page: