We are migrating from Salesforce Pardot to Marketing Cloud . Currently in Pardot they have lead nurture form where a user sign ups in form and when they qualify , signed up user get converted as lead .
I do not want to create a lead on smart capture form submission (where i can check if lead exists or not using RetrieveSalesforceObjects & CreateSalesforceObject ) instead I want to create Lead only if they nurture & Qualify as a lead . Because not all records who signs up the form are leads since some are scam as well.
How to implement this scenario in Marketing cloud ?
We are re-building the Pardot forms(newsletter & other campaign forms) in Marketing Cloud cloud pages & when customer signs up in the form , send them an email . When the customer qualifies as lead based on some criteria, create a lead record and sync it up in salesforce ?
So I have created a smart capture form and sending email to them .
The problem is occurring when I try to create a lead record if it gets qualified
For the same email address 2 records are getting added to contacts .
When user A (nto#gmail.com) signs up via smart form and email needs to sent, so record is getting added to all subscribers with subscriber key
When the user A (nto#gmail.com) is qualified & created as a lead in salesforce, lead record is getting synced into Marketing Cloud with same email address resulting in duplicates.
So for same email address 2 records are added into marketing cloud
| SubscriberKey | EmailAddress |
| nto#gmail.com | nto#gmail.com|
| 005F0000NXAAa2| nto#gmail.com|
How can I overcome this issue ?
Related
I have my Mautic account that imports the Pipedrive persons. The major part of my contacts appear duplicated. The first is only created. The second one is created and updated. The two contacts are created at the same time.
Also, if I actualize a contact in Pipedrive, it only updates in one contact in Mautic (in the second one).
I tried with only the unique key of email, also with unique keys as Phone, email, IDPipedrive. All my contacts have email and Phone.
I also tried with Updatable contacts and still does not work!
Also sometimes there are contacts that are created 3 times, and some that are only one 1.
What can I do?
This should be fixed in Mautic 2.15.0. (beta version was released yesterday). The reason for duplication is when you configure both create and update webhooks for contacts. Pipedrive for some reason sends both webhooks at the same time when the contact is created in Pipedrive. This leads to a race condition and Mautic creates both. The documentation is updated to lead you to create only webhooks for updates.
https://www.mautic.org/docs/en/plugins/pipedrive.html
Select updated to send to Mautic updated events for the given object. Do not select * as Pipedrive will send the updated events on create event too. If you select * the contacts/companies/users will be duplicated.
Mautic 2.15.0 will ignore the create webhooks and so the badly configured webhooks won't cause duplications.
I'm not a coder, but from time to time I have to interact with out client database. The company I work for does online education. The problem is that we have two SQL databases
Client_personal
client_educational
Client personal keeps all of the name, email, address, phone type of information. Client educational keeps track of what classes they have purchased. I need to take the information from client educational and tag the client personal information in our CRM. The problem is that the the two databases only have one common field "client id" and my CRM only allows me to search for duplicates by client name. So basically I need to add the client name column to my client educational database. I've added it, but it just says null. Anybody have any advise?
Your question is a little vague but assuming:
They're on the same machine
The table is called clients in both databases
The "client name" field is called clientName in both databases
The "client id" field is called clientID in both databases
You want to copy the data from one table into the other as a one off
You can use a user account with access to both databases
As always please don't run this on your real data. Try a mock first.
something like:
UPDATE client_educational.clients
SET client_educational.clients.clientName = Client_personal.clients.clientName
FROM client_educational.clients
INNER JOIN Client_personal.clients
ON client_educational.clients.clientID = Client_personal.clients.clientID
If you don't actually want to copy data as a one off, you should create a view or use join statements instead.
We are developing a platform for NGOs (N) to get their work done via Individual Volunteers (V) or Volunteers via a Company (C)
NGO
An NGO can come signup for an account and create a profile.
It creates Activities (jobs it needs help from volunteers) to which Individual Volunteers or a Company (Sub set of their Employees who are registered as Volunteers in the system) can apply.
An NGO can check the Applicants Profile and previous Work History
and accept the application. On Acceptance they become members of an
Activity.
Here While they work after regular intervals say 2weeks they need to
enter the amount of hours they have contributed towards that
particular activity.
NGO has to validate this time so that it can reflect in a Volunteers profile as credit
Company
A Company signup for a profile.
It uploads the list of all its employees in a particular formatted CSV file to add Volunteers against itself or send an invite link to to ask their employees to signup. If an Employees already exists in the system we send an email asking him to validate the company's claims
Company can search for a particular Task and apply to it by selecting all its employes or a subset of it.
While Validating time for the work done it can be done it two ways. 1 Company can centrally say V1 V2 V3 have completed 2hrs 3hrs and 2hrs and submit for validation from the NGO or allow each of its Employees handle this manually and allow them to submit it.
Where i need help?
I have created the NGO and single Volunteer relationships. I am confused as to how use the same tables but allow a new entity like Company come in between the NGO and Volunteer and manage the time validation and activity management.
The Time Validated is very important as it will be used to be shown that in the Social Equity Balance of the NGO, Company as well as Volunteers (Individual Work and also Worked for a cause through a company)
I have created the ER diagram below for the NGO and Volunteer and need to create the Company part of it.
Link: http://i.stack.imgur.com/OMY21.png
I'm not sure you need to change your schema much, or even at all. Your schema requires an application to go with it to make it do anything - you can't implement all the logic here - some/most of it will be in your application.
As I understand it, your spec says that all actual volunteer work is performed by individuals, some of whom may be associated with a Company and some aren't. Your schema captures this already.
That's pretty much all you need, I think. When you say:
While Validating time for the work done it can be done it two ways. 1 Company can centrally say V1 V2 V3 have completed 2hrs 3hrs and 2hrs and submit for validation from the NGO or allow each of its Employees handle this manually and allow them to submit it.
This is already covered - either each individual inputs their own work records or the application allows the company to do it for them - and then the NGO validates these records in the same way, regardless of who entered them.
I have created the NGO and single Volunteer relationships. I am confused as to how use the same tables but allow a new entity like Company come in between the NGO and Volunteer and manage the time validation and activity management.
Lets go through a worked example to illustrate both use cases, to make sure we've got everything covered:
Worked Examples
Individual, no company
An individual signs up, creating a row in the volunteers table. They sign-up for an activity, creating a row in the ngo_activity_applications table.
The NGO approves them, creating a row in the ngo_activity_members table - and either removing the row in the ngo_activity_applications table, or changing it's status - the spec. is unclear.
The individual does some work and logs the time in the app, creating rows in the ngo_activity_time_validations table.
The NGO validates the work done somehow, then tells the app this. This presumably changes the status of the rows in the ngo_activity_time_validations table and creates either one summary row or matching rows in the volunteer_validated_times table. Spec unclear where cost_per_hour comes from?
Company
A company signs up and uploads a CSV file with 3 volunteers in. This creates a row in the companies table, plus three rows in the volunteers table, and 3 rows in the company_volunteers linking table.
Company Volunteer 1 signs up to an activity individually and everything proceeds as above.
The Company signs up for a different activity and volunteers all 3 of it's people to work on it. This creates 3 rows in the ngo_activity_applications table.
The NGO approves all three, creating three new rows in the ngo_activity_members table - and either removing the rows in the ngo_activity_applications table, or changing their status - the spec. is unclear.
The volunteers do some work and the company logs time in the app on behalf of Company Volunteers 1 and 2 - and Company Volunteer 3 logs her own time:
Company Volunteers 1 and 2
The company uses the application to log the time on their behalf - creating 2 rows in the ngo_activity_time_validations table.
Company Volunteer 3
Company Volunteer 3 uses the application to log their own time - creating a row in the ngo_activity_time_validations table.
The NGO validates the work done somehow, then tells the app this. This presumably changes the status of the rows in the ngo_activity_time_validations table and creates either one summary row or matching rows in the volunteer_validated_times table. Spec unclear where cost_per_hour comes from?
Summary
You can see how much validated time any individual has logged by querying the volunteer_validated_times table JOINed to the volunteers table. You can also see how much validated time any Company has logged, by doing the same query but also joining on the company_volunteers table.
Possible changes & Questions:
You might want to add a company_entered flag to the ngp_activity_time_validations table, so that you can distinguish between records entered by individuals and ones entered by the company on an individuals behalf. You might also want to add the ID of the person who makes the entry in this table, if logging that is relevant to your application.
Might want to add an hourly_rate column to the volunteers table, to use as a default cost_per_hour when creating rows in the volunteer_validated_times table.
I have a program where the user can enter multiple email addresses to get notification. I'm creating a field in the database to keep track of this and I'm not sure what would be the best data type to choose for all the email addresses. At this point I believe we will limit it to 4 email addresses.
What data type would be appropriate here for mysql?
Not sure this is relevant but I plan to serialize the data (with php function) When processing the email addresses. Interested in any feedback on my plans and if there is a better way to do this.
This indicates that you have 1:many relation of user:email addresses. Create another table with user_id and email columns and link it up to your users table via user_id.
Never serialize data and stick it in a column, you'll regret it later.
Good Day,
I'm currently designing database structure for a website of mine. I need community assistance in one aspect only as I never did something similar.
Website will include three types of the payments:
Internal payments (Escrow kind payments). User can send payment to another user.
Deposits. Users add fund to their accounts.
Withdrawal. User can request a withdrawal. Money will be sent to their bank/PayPal account.
Basically, I need some tips to get the best design possible.
Here's what I'm thinking about:
deposits - this table will store info about deposits
deposits_data - this table will store info about deposit transaction (ex. data returned by PayPal IPN)
payments - table to store internal payments
withdrawals - table to store info about withdrawal request
transactions - table to store info about ALL transactions (with ENUM() field called type with following values possible: internal, deposit, withdrawal)
Please note that I have already a table logs to store every user action.
Unfortunately, I feel that my design approch is not the best possible in this aspect. Can you share some ideas/tips?
PS. Can I use a name "escrow" for internal payments or should I choose different name?
Edit
DEPOSITS, PAYMENTS and WITHDRAWALS tables store specific transaction details. TRANSACTIONS table stores only limited info - it's a kind of logs table - with a details field (which contains a text to display in user log section, ex: "User 1 sent you a payment for something")/
Of course I have users tables, etc.
Can I use a name "escrow" for internal
payments or should I choose different
name?
Escrow has a specfic financial/legal meaning, which is different from how you seem to mean it: "a written agreement (or property or money) delivered to a third party or put in trust by one party to a contract to be returned after fulfillment of some condition" (source)
So choosing a different name seems like a good idea.
As for design, what data will DEPOSITS, PAYMENTS and WITHDRAWALS store which TRANSACTIONS won't? Also, you need an ACCOUNTS table. Or are you planning to just use your existing USERS table (I presume you have such a thing)? You probably ought to have something for external parties, even if you only intend to support PayPal for the time being.