Set up and manage marketing forms for use in …

Important This article only applies to outbound marketing. To learn about marketing forms in Customer Insights - Journeys, see Overview o… See more

FAQs about Set up and manage marketing forms for use in … Coupon?

How do I publish a marketing form in Dynamics 365?

Marketing forms in Dynamics 365 give you multiple publishing options: Embed on a website: Copy the generated HTML or JavaScript code and embed it into your website’s pages. Use as a landing page: Publish the form directly as a standalone page within Dynamics 365. ...

What are the best practices for marketing forms in Dynamics 365?

To get the most out of your marketing forms in Dynamics 365, consider the following best practices: A/B testing: Experiment with different field orders, designs, and calls-to-action to see which version of your form performs better. Shorter forms perform better: Keep the number of fields to a minimum. ...

How to extend outbound marketing forms in Dynamics 365 Customer Insights - journeys?

More information Outbound marketing forms Outbound marketing forms can be extended using JavaScript to perform custom business actions in the Dynamics 365 Customer Insights - Journeys. Following are the methods that are available to extend outbound marketing forms. We're consuming the latest version of the JavaScript API. ...

Are marketing forms based on templates?

As with marketing pages themselves, marketing forms are also based on templates, so when you need to create a new form, you are provided with a collection of form templates to help get you started more quickly. ...

How do I create a new marketing form field?

To create a new marketing form field, do one of the following: Go to Customer Insights - Journeys templates > Form fields to see the full list of all fields currently available to your organization, and then select +New in the command bar. This creates a new, blank field mapping and opens it for editing. ...

How do I customize the quick campaign & distribute campaign activity forms?

As a developer, use this reference documentation for customizing the quick campaign and distribute campaign activity forms. To enable users to view custom attributes on the activity distribution page, provide read permissions to the Marketing Form Display Attributes table under the Custom Entities tab within their assigned security role. ...