RE: Update Contact Record Using Online Form

Is it possible for the recipient of an Email campaign to update their Contact record online?

NetSuite help talks about using Online Forms to create new Customer and associated Contact records, but not about updating them. However in other sentence they say you can use online forms “to allow your customers to update their information”…but is this on the Customer record only?

I have followed all the documentation but every time I use the link and submit the form, NetSuite creates a new Lead and Contact record.

Would love to hear if anyone has this working.

Cheers 🙂

Sam Rookie Asked 5 days ago in Marketing.
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2 Answers

I suspected that was the case, which means the online help is misleading:

“With online customer forms, you can create online lead forms or give customers and contacts a way to update their information.”

…apparently not?

Our requirement is to allow a recipient to provide feedback through an online form, which is stored (as opposed to just sending an email with the form results). Only other option I can think of is to create a custom record type called ‘Feedback’, set the parent to be the Contact record, and set up an Online Form for it, so contacts won’t be updating their own Contact record, they’ll actually be adding a new ‘feedback’ record each time.

 

Cheers 🙂

Rookie Answered 4 days ago.
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