Quorum Testing

#1 – SIGN UP form

Current Phone 2 Action form embedded at: https://www.grandcanyontrust.org/stay-connected/

Quorum form:  General Signup Form (formerly this form was named Campaign P2A 42609)

What’s supposed to happen in Salesforce: “yes” on the form results “Send e-NEWS, Send CO Plateau Explorer, Send Action Alerts, Send Volunteer Updates being marked as “subscribed” under “contact preferences” — I’m not sure if “CPE Registration Date” field under contact preferences also gets populated?

What’s supposed to happen in CM:

E-News Yes –>

  1. Added to “Enews” segment in Grand Canyon Trust Master List
  2. Triggers E-newsletter Subscription automated journey

Hike Yes –>

  1. Added to CPE Sign Up List list
  2. Triggers CPE sign up 12 months automated journey 

Act Yes –>

  1.  Added to Action Alerts segment in Grand Canyon Trust Master list 
  2. I also use this AA signups on or after 7-30-24 segment in Grand Canyon Trust master list as a backup way to make sure the action alert segment is working 

Volunteer yes –>

  1. Added to “volunteer updates” list
  2. Triggers VP Newsletter Welcome Email – VolunteerUpdatesList automation journey

#2 Grand Staircase Petition

Current Phone 2 Action form embedded at: https://www.grandcanyontrust.org/act/grand-staircase-escalante-petition/

Quorum form:  “Name, Zip, Email Only, Reason for Signing” formerly “150929”

What’s supposed to happen in Salesforce:

  1. Signer is added to Salesforce Campaign “Migrate – PETITION Grand Staircase“
  2. Maybe “send action alerts” is marked subscribed (not sure)?

What’s supposed to happen in CM:

  1.  IF “Send me emails about this campaign” is marked yes, THEN signer is added to National Monuments Update List segment in Grand Canyon Trust Master list (because the “Segment Code” in the Salesforce campaign is populated as “NATMONUP”)
  2. Maybe added to Action Alerts segment in Grand Canyon Trust Master list? (I’m not sure)

Other Quorum campaigns that use this form that are supposed to trigger the same Salesforce and CM actions outlined above:

  1. PETITION Protect All National Monuments –  (P2A campaign was linked to this PETITION Protect All National Monuments Salesforce Campaign)
  2.  Sign the Petition to protect Bears Ears (P2A campaign was linked to this Migrate – Petition Bears Ears Salesforce Campaign)
  3. PETITION White Mesa Mill/Bears Ears Radioactive Waste (P2A campaign was linked to this Salesforce Campaign)

Other Quorum campaigns that use this form which IF “Send me emails about this campaign” is marked yes, THEN signer is added to KTCG Update List segment in Grand Canyon Trust Master list (because the “Segment Code” in the Salesforce campaign is populated as “KTCGUPDT”) and maybe added to Action Alerts segment in Grand Canyon Trust Master list? (I’m not sure):

  1.  ACTION ALERT Tusayan – (P2A campaign was linked to this Migrate – ACTION ALERT Tusayan Salesforce Campaign)
  2. Sign the petition to protect Baaj Nwaavjo I’tah Kukveni (P2A campaign was linked to this Migrate – PETITION Baaj Nwaavjo I’tah Kukveni Salesforce Campaign)
  3. PETITION I Oppose Canyon Mine (aka Pinyon Plain Mine) (P2A campaign was linked to this Salesforce Campaign)
  4. PETITION Keep the Canyon Grand (P2A campaign was linked to this Salesforce Campaign)

Other Quorum campaigns that use this form which IF “Send me emails about this campaign” is marked yes, THEN signer is added to Water Update List segment in Grand Canyon Trust Master list (because the “Segment Code” in the Salesforce campaign is populated as “WPTUL”) and maybe added to Action Alerts segment in Grand Canyon Trust Master list? (I’m not sure):

  1. PETITION Protect the Colorado River and Groundwater (P2A campaign was linked to this Migrate -PETITION  Protect the Colorado River and Groundwater Salesforce Campaign)

#3 – CPE Sign Up form

Current Phone 2 Action form embedded at many locations via global block, example (scroll down): https://www.grandcanyontrust.org/hikes/cpe-grand-canyon-rim-trail/

Quorum form:  SIGN UP Colorado Plateau Explorer

What’s supposed to happen in Salesforce: I’m not sure — I imagine “Send CO Plateau Explorer” is supposed to then be marked as “subscribed” under “contact preferences” — I’m not sure if “CPE Registration Date” field under contact preferences also gets populated by this?

What’s supposed to happen in CM:

  1. Added to CPE Sign Up List list
  2. Triggers CPE sign up 12 months automated journey 

#4 PETITION FERC Rule Dams

Current Phone 2 Action form embedded at: https://www.grandcanyontrust.org/act/i-oppose-grand-canyon-dams/

Quorum form: Name, Address, Phone, Email, Reason for Signing

What’s supposed to happen in Salesforce: 

  1. Signer is added to Salesforce Campaign 
  2. Maybe “send action alerts” is marked subscribed (not sure)?

What’s supposed to happen in CM:

  1. IF “Send me emails about this campaign” is marked yes, THEN signer is added to KTCG Update List segment in Grand Canyon Trust Master list (because the “Segment Code” in the Salesforce campaign is populated as “KTCGUPDT”)
  2. Maybe added to Action Alerts segment in Grand Canyon Trust Master list? (I’m not sure)

#5 ACTION ALERT – Support the Roadless Area Conservation Act

Current Phone 2 Action form embedded at: https://www.grandcanyontrust.org/act/roadless-area-conservation-act/

Quorum form: P2A Registration Form

What’s supposed to happen in Salesforce: 

  1. Maybe “send action alerts” is marked subscribed (not sure)?

What’s supposed to happen in CM:

  1. Maybe added to Action Alerts segment in Grand Canyon Trust Master list? (I’m not sure).

Other Quorum campaigns that use this form:

ACTION ALERT White Mesa Mill JAEA Waste – IF “Send me emails about this campaign” is marked yes, THEN signer is added to National Monuments Update List segment in Grand Canyon Trust Master list (because the “Segment Code” in the Salesforce campaign is populated as “NATMONUP”) and Maybe added to Action Alerts segment in Grand Canyon Trust Master list? (I’m not sure).

#6 Burgum Protect Bears Ears, Grand Staircase, Baaj Nwaavjo I’tah Kukveni

Current Phone 2 Action form embedded at: https://www.grandcanyontrust.org/act/burgum-action-bears-ears-grand-staircase/

Quorum form: Name Address, Zip, Email, Comment prepopulated

What’s supposed to happen in Salesforce: 

  1. Add to Salesforce Campaign Migrate – ACTION ALERT Burgum BE and GSENM – Feb 2025
  2. Maybe “send action alerts” is marked subscribed (not sure)?

What’s supposed to happen in CM:

  1. IF “Send me emails about this campaign” is marked yes, THEN signer is added to National Monuments Update List segment in Grand Canyon Trust Master list (because the “Segment Code” in the Salesforce campaign is populated as “NATMONUP”).
  2. Maybe added to Action Alerts segment in Grand Canyon Trust Master list? (I’m not sure).

 

#7 – Bequest Notification Form

Current Phone 2 Action form embedded at: https://www.grandcanyontrust.org/planned-giving-form/

Quorum form: Bequest Notification Form

What’s supposed to happen in Salesforce: 

  1.  I don’t know exactly, but I *think* someone set this up for Libby so it would trigger an email, so someone would get in touch with the person? I don’t know if anything else was automated.

What’s supposed to happen in CM:

  1. I don’t know. (Maybe added to Legacy Circle segments)?

#8 RLP Newsletter

Current Phone 2 Action form: https://p2a.co/6klDoOU – this is one we link out to instead of embedding 

Quorum form: “Rising Leaders Updates” formerly named “Sign Up ➔ Brown”

Campaign Link where you can test form: https://grandcanyontrust.quorum.us/campaign/150942/

What’s supposed to happen in Salesforce: 

  1. P2A Added to this Salesforce Campaign: Migrate – RLP Newsletter: Online Signup
  2. “Send RLP Updates” marked as “subscribed” under “contact preferences

What’s supposed to happen in CM:

  1. Contact is added to the RLP Newsletters segment of the Grand Canyon Trust Master List
  2. Triggers “RLP Welcome Email” Automation journey

*There might be other things, I don’t know?

#9 Pinyon Jay Project

Quorum form: This was built by Quorum using the same form as RLP “Rising Leaders Updates” Formerly “Sign Up ➔ Brown” but I listed out separately because of the Salesforce/CM workflow complexity.

Link to the campaign we’ll use for a link sometimes: https://grandcanyontrust.quorum.us/campaign/150940/ 

We’ll also need to embed a form sometimes. Current Phone 2 Action form embedded example: https://www.grandcanyontrust.org/resources/pinyon-jay-project/

Quorum form is the same, but had to create a separate Quorum campaign to be able to just embed the form, not the text from the page: https://www.quorum.us/grassroots_campaign/150999

What’s supposed to happen in Salesforce: 

  1. Added to Salesforce Campaign Migrate – Pinyon Jay Project: Online Sign Up which has the CM segment Code PNONJAYP

What’s supposed to happen in CM:

  1. Possibly: Added to “Pinyon Jay Project” list? (I’m not sure how people are added to this list, but the automation does not seem linked to it)
  2. Added to Pinyon Jay Project Online Training segment in Grand Canyon Trust Master List
  3. Added to Pinyon Jay Project Updates in Grand Canyon Trust Master List
  4. Triggers “Pinyon Jay Project Annual Journey-GCT Master List” Automation Journey