*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
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.
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!
Check out the latest post:
Installing Updates For D365 Marketing AKA Customer Insights Journeys
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