How do I update contact information in TA with responses from a survey?

Question

I have a survey with question responses 'Yes/No'.  Depending on the response, I want to update a field in my contact list with either 'Yes' or 'No'.  How can I do this please?

Akdashboard · Accepted Answer

Hi @ArthurF Depending on your setup and technical knowledge, you could do an API. If that is a bit advanced, then a contact list trigger should accomplish this. You would need to set up a contact list trigger that updated an unused contact list, call it "list for updating info". You will need to join the response with whatever value you are using to de-duplicate responses (such as email, first name, last name, external data reference, or some combination of those). This was when the person gets added to the new mailing list, their record be updated with the new information.

Kate · Answer

In the survey, utalize the Tools>Triggers>Contact List Triggers functionality. I would create an embedded data filed for the answer you are asking. So if you are asking, "May we call you at work?" Yes/No, below the question set a branch, "If Q1="Yes" Then, "Embedded Data field "Work Calls" ="Yes". In the Contact List triggers, the "Contact List" is simply your TA Mailing List. Select where the contacts belong, "Add Additional Fields", and have it send your new embedded data field. !This will "send" a contact to your contact list. If you have TAs "automatic deduplication" feature on, it will only "update" your contact. If you do not have auto de-dup on, it will create a new contact.

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