*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
I’ve written about creating real-time marketing forms in D365 Marketing many times now, but for all of those posts I’ve always referred to using the JavaScript to then embed the form in a page on a website. What if you want to use the form as a stand alone landing page instead? Did you know this can also be done from a Realtime Marketing form and create a Real-time Marketing Landing Page? There is no separate place for landing pages in Realtime and even better, you don’t need a portal to do this! This blog will show you how.
First, navigate to Real-time marketing, the channels area and then Forms. Create a new form, give it a name and select the target audience of Contact or Lead.
Prior to adding in or adjusting the fields on the form, use the options to add in new sections, columns and elements to build out your page.
Then make sure you include all of the fields for your form, any compliance related checkboxes and your submission button.
Make sure your compliance checkbox links to the correct Compliance profile and determines what happens if the field is checked and if it should update consent for Email and/or Text.
Review the form settings area to determine what happens if a duplicate is found (update existing or always create a new record) and determine if you want to display a simple message upon submission, or redirect the person to a different page on your site.
Now publish the form. Here you are presented with two options. Either get the JavaScript code, OR create a new standalone page. Click the Create button for a new standalone page.
Once the page is created, a link to the page will be displayed which you can copy, or just click the Open in new tab button to review it.
That’s it! The page opens with all of the sections, columns and elements you created, and the visitor and submit the form that you have included.
One last thing to note… by default the top of the browser will show the words ‘Marketing Form’ which doesn’t look all that great, but we can change it.
Go back to Edit the form, then go in to the HTML. You can find the <title> tag which will show Marketing Form. Instead, just modify it to use your own custom title to indicate what the landing page is for, and even include your organisations name. Simple!
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Hi Megan,
Thanks for the great food for thought. Can these stand alone pages f.e. also be used as a redirect page? And are there any limitations in terms of the amount of stand-alone forms can be hosted this way without having a portal?
Thanks,
Laura
Hi Laura, I don’t know of any limitations, I would hope none! Not sure I understand the question about using as a redirect page. You can add a redirection for when the form is filled out, and of course you could redirect another page on your website to your landing page if you were to set that in your site as a 301 perhaps.
Hi Megan,
thanks very much for this. Is it possible to set up a form with two email fields included, so that we can verify the customer’s email addresses as they are entering their data.
thanks,
Seán
Hi Sean, you can only use fields that exist on the Lead or Contact tables. What you could do is add the main email field, then another email field and use some javascript to check the two and prevent the submission of the form if they do not match and also display a message like this:
I will do a blog about it coming up next week!
Hi Megan,
Am I correct in thinking that “https://assets-eur.mkt.dynamics.com….” cannot be changed for standalone pages.
Thanks,
Seán
I don’t believe it can be changed Sean, that is the server provided by Microsoft that stores images/assets/landing pages etc.
Thanks Megan!
Hi Megan,
another question for you on Realtime marketing forms. I hope I am not asking too many questions 🙂
Is it possible to set the owning business unit for records submitted via real time marketing forms?
Thanks,
Seán
Hi Sean, when someone submits the form, and they don’t already exist in D365, it creates a Contact or Lead. The Owner of that new record will be the Owner of the Marketing Form (out of the box, no customisations). The Owning Business Unit is the Business Unit of the Owning Team or Owning User. Does that help?
Hi Megan,
I have a question regarding which target audience to choose.
I did some testing and when I picked “Contact” as target and submitted the Marketing form of type ‘Lead generation’, no Lead was created.
I then tried another marketing form with Lead as the target audience. When I submitted that form a Lead was created BUT it was not connected to the Contact record with the same email address. Is that really OOB?
Is there a way, OOB, to create a Lead and connect the Lead to the existing Contact when submitting a marketing form in Customer Insights – Journeys.
Thanks in advance for your reply.
Hi Robin, the target audience will determine what kind of record is created or updated. The name of the form template being Lead generation isn’t relevant here, it’s just the name Microsoft gave the form. When you submit the form and you picked the target audience of Lead, there is nothing that will OOB go and look for any existing Contacts and link them unfortunately. You would need to create a process using Power Automate to try and find any related Contact and link it to a new Lead.
Hi Megan,
Thank you for information.
I want to create privacy policy page which should not have any fields or I don’t required any target audience because it is just information page, so How can I achieve this ?
Hi Pujan, this should be something that you would just create as a page on your website, not something to create within D365 Marketing.