![]() ![]() Contacts can set or clear their allow-prefill flag themselves by using any landing page form, provided the form includes the setting. ![]() The solution only allows prefilled values to be shown to contacts whose contact record has the allow-prefill flag set. This means that contacts need to opt in for form prefilling and that you must authenticate each external domain where you'll embed the form. The feature uses cookies to identify contacts who have previously submitted a form or opened a subscription center by using a personalized link sent in email.īecause form prefilling requires the form to fetch contact values from your Dynamics 365 database, a few extra security measures are in place to help protect contacts' privacy. Prefilling makes your forms easier for contacts to use and can therefore help to increase your submission rates. For details, go to your web server and CMS documentation.įorm prefilling enables your forms to include prefilled values for known contacts. Select the form page name in the Related marketing form pages column to open its settings and view the embed code.Ĭopy the embed code and paste it onto the page of your website where you want to use it.ĭepending on what type of web server and CMS system you're using, you might need to adjust the code (for example, by escaping some special characters), or adjust your system settings to allow scripts such as this one to be pasted in. More information: Enable prefilling on embedded forms If your form does use prefill (including all subscription center forms), you must authenticate the domains where you'll use the form. Select the Enable for forms hosting checkbox.Domain name: Enter the name of the domain you want to authenticate.Select New on the command bar to add a new domain.Ī new authenticated domain record opens. A list of existing authenticated domains opens. Go to Settings > Advanced settings > Marketing settings > Authenticated domains. If your form doesn't use prefill, complete the following steps: Select Save to create the new form page, and go back to the Form hosting tab for your form. The settings here are the same as the settings for a form element placed on a marketing page. Use the quick-create form to set up your form options. A form page is a virtual page where you can make a few extra configuration settings for forms that will be embedded externally. In the Related marketing form pages column, select Add new form page (select the the ellipsis button here to find this command if you don't see it). When you're done designing your form in Dynamics 365 Marketing, open its Designer > HTML tab to see the CSS classes assigned to each element. You can use CSS on your external page to further style the imported marketing form.Make layout and style settings just as you would with standard marketing forms.Configure all field elements just as you would with standard marketing forms.In Dynamics 365 Marketing, go to Outbound marketing > Internet marketing > Marketing forms.Ĭreate the form and add the required fields to it, as usual. To design a form in Dynamics 365 Marketing that you can embed on an external website: ![]() Requires a portal created with Power Apps portalsĮmbed a Dynamics 365 Marketing form on an external pageĪn embedded form is a marketing form that you design by using the Dynamics 365 Marketing form designer, which you then embed on an external page by using JavaScript code generated for you. Use form visits or submissions as criteria for journey triggers The following table summarizes the capabilities available with each of these approaches. The third way of publishing a marketing page is to place a native marketing form on a native marketing page created and published by Marketing on a portal created with Power Apps portals.
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