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Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Real-time Marketing Form Templates

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Posted on by 2
Hello,
 
How do you actually design a Form Template in the new Real-Time Marketing module?  Am I missing something? This is all I see when creating a new Form Template or editing a default one.
 
 
Thank you!!
  • Eddie Telfast Profile Picture
    Eddie Telfast 176 on at
    Real-time Marketing Form Templates
    Almost 12 months later and form templates are still on the backlog... :(
  • Verified answer
    Petr Jantac Profile Picture
    Petr Jantac Moderator on at
    Real-time Marketing Form Templates
    Hi,
     
    The custom templates for real-time journeys Forms are in the backlog. The suggested workaround is to use the "Save As" feature as it was mentioned in the previous comments.
     
    The out-of-the-box templates are locked for editing as they are frequently updated to reflect CSS updates and consent improvements. This is important to keep the OOTB templates compatible with the newly released features.
     
    Thank you,
    Petr
  • CHK1970 Profile Picture
    CHK1970 560 on at
    Real-time Marketing Form Templates
    Hi Stephen.
    I have the same issue, seems MS hasn't released Form templates yet.
    I just create 3-4 main form types and used the "Save As" for the moment.

     
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Real-time Marketing Form Templates
    HI Partner,
    Maybe you can create one new form as you needs, then use this as template.
    If you want to create another new, you can copy it directly:
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Real-time Marketing Form Templates
    Same as you, whether it's a new or editing an existing form template, it will only show these two fields, the rest is blank
    My version:
    Just a reasonable guess: Microsoft doesn't yet have support for form template editing.
    This is because we are currently unable to find "Form Templates" in the sitemap for this application, and no any related documentation about it.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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