In the next screen, click “Sign In” and then “Accept”
4. In the next screen, click “Sign In” and then “Accept”
5.You’re all set. The cloud action is ready to be used.
How to use
The following instructions show a basic/simple usage. You can incorporate this Cloud Action to any existing Campaign or Program Canvas.
Create/Open a Campaign or Program Canvas
Click on “Actions” on the top left side then “Show All Steps” and then locate the “CO Lookup” Cloud Action under the Actions options (colored in purple).
Drag and drop the cloud action to the canvas area. Connect the corresponding elements to the dropped cloud action
Double click the CDO Lookup step, you will see some options for this element.
Rename the step if needed
Click the pencil icon to open the settings for this step.
You will need a user to log in and configure this Cloud Action. If you don’t have one, you can create one. If you do, use your user to Log In in the page shown in the following screenshot:
For this cloud action, you can indicate the Contact Field to execute the Lookup.
Select the CDO Set to run the lookup against.
Select the CDO Field to run the lookup against the previous Contact Field.
On the following section, you indicate the fields to move from the Matched CDO Record to the Contact Table. If there’s no match, the Default values will be used. If you leave the ‘Default Value’ empty, the corresponding Contact Field (s) will not be updated.
Recommended: Create an element in the campaign in case an error happens, in this example it’s a Wait Step. Check the box to “Automatically route contacts with errors from cloud app”, select the step where you want the contacts to be routed.
That’s all. Activate the Campaign or Program, put some contacts in it and see the CDO Lookup in Action!
You need a license to configure and execute this Cloud App. Otherwise in the configuration page you will see the following error:
Additionally, if you happen to see records stuck in the Cloud Action step, it may be due to a missing or expired License which you can get with your corresponding Account Manager.
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