NetFORUM Enterprise
Credentials
In order to enable the NFE integration, you will need an xWeb license. If you do not have an available license, you will have to talk to your account rep. We will need the following information
xWeb User
xWeb Password
xWeb Url
Sync
The process runs every hour and retrieves people who have changed within the past hour in NFE, but the retrieval is limited to a maximum of 500 contacts per run.
To ensure all contacts are up to date, a full sweep is performed once every three days.
Triggers
The following triggers are available in campaign level workflows
Event Registration - Add any person who registers for an event. Filters are available for registration date and cancellation status.
Membership - Searches membership record by Member Type and Effective Date.
Dynamic Query - Pulls the results of a NFE Individual dynamic query. The dynamic query cannot have "Ask at run time" checked for any fields and must be a query for Individuals. Membership queries will not work.
Actions
Update Individual Field - Allows you to write back data to the individual record in NetFORUM. You can use response data (ratings, multiple choice selection, or free text response) or just plain text for your write back.
For more information on how to write back data to a contact field, see our help article.