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Customer experience | Sales, Customer Insights,...
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Form Submission Success but shows in Error Section

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Posted on by

Hello Everyone,

I created one customer Hourney with following data in it:

- Sgemenent

- Email contains marketing form (externaly created but connected with dynamics using form capture feature)

I sent an email and contcts submitted form

Lead is getting created successfully.

But the problem is when i click on Customer Journey => related => related form submission it keeps showing blank but lead is created using this customer journey

one more thing when i open form submission it shows lead proceed but also show leads in error (PFA)

Can some one guide me how can i resolve this

Thank you page02.pngJourney.pngForm01.png

  • Developer D365 Profile Picture
    70 on at

    Hello Everyone,

    can someone please help me in this i m stuck and unable to find any solution

  • cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    Could you be able to get detailed submission records by clicking "Submission" menu in Insights?

    pastedimage1589187753382v1.png

    pastedimage1589187847347v3.png

    And have you checked whether leads were actually created?

    Regards,

    Clofly

    Regards,

    Clofly

  • Developer D365 Profile Picture
    70 on at

    Hi Clofly Mao ,

    Yes lead is generated and in submission it is got success for all submissions but it is showinf error in form submission tab and not updatating any form submission data in customer journey

    can you please help me in this

    I ahve used form capturing feture to do that record is getting created but it also sho in Error tab.

    Thank you

  • cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    Could you share me more details about your issue?

    1. From this screenshot, it seems that form submission records could be saved, so would it be match to "one more thing when i open form submission it shows lead proceed"?

    pastedimage1589190444540v1.png

    and what "also show leads in error (PFA)" means? would it be submission records only available in Submissions tab, but not in "Marketing form submissions"?

    pastedimage1589190642282v2.png

    2. In a word, would your issue be submission records only be available in "Submissions" tab of Marketing form, and not available in both "Marketing form submissions" tab of Marketing form and "Marketing form submissions" tab of Customer journey?

    Regards,

    Clofly

  • Developer D365 Profile Picture
    70 on at

    Hi Clofly,

    Below is the scenario of my case:

    - I have created one Email which contains link to the my landing page (created in Wordpress)

    - That landing page has link to contact us form (external form captured in D365 using form capture method)

    - i have created one customer journey which contains segment => email

    - so whenever any contact click on link in email it will redirect to landing page and from landing page by clicking on contact us button to my contact us form which is mapped in CRM.

    Now what happening is On submit of form Lead is getting created and i also can identify who submitted form

    But when i go to Customer Journey => related => Marketing Form Submissions it is not showing any lead created in using this email

    Hope you understand my case !

    Thank you

  • cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    Please add Customer journey ID field as a new column to "Active marketing form submissions" view of Marketing form submission entity to check whether there is any form submission which contains parent customer journey.

    Advanced settings > Customization > Entities > Marketing form submission > Views > Active marketing form submissions, save and publish customization.

    (or do it in make.powerapps.com for modern experience.)

    pastedimage1589192584473v2.png

    pastedimage1589192810671v3.png

    Then open entitylist of Marketing form submission entity by opening any of entity list and replace etn to "msdyncrm_marketingformsubmission".

    pastedimage1589192561931v1.png

    Check whether there is any form submission which its Customer journey id contains data.

    Regards,

    Clofly

  • Developer D365 Profile Picture
    70 on at

    Hi Clofly,

    Thank you but this not working in my case

    My landing page is hosted in 3rd party site

    by that site my contact us page getting triggered

    So when i submitted form it is not storing customer journey or email id.

    Customer Journey => Email => landing Page => Contact Us

    i just want to know if any contact submitted the contact us form from email i sent them the it should reflect in customer journey or in Email.

    it is storing data properly but i cannot identify this lead is captured from this customer journey or not.

    Can you please help me with this

    Thank you

    Thank you.

  • Developer D365 Profile Picture
    70 on at

    Hi Clofly Mao ,

    Any update can i do something in this case ?

  • cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    I'm testing your issue and will reply to you once I get result.

    Regards,

    Clofly

  • Developer D365 Profile Picture
    70 on at

    Hi Clofly,

    Thank you i am eagerly waiting for your reply

    i also found one behavior,

    If landing page is portal hosted (D365 created) then it is tracking form submission in D365 customer journey.

    But if my landing page is external hosted then it is not tracking form submission in D365 customer journey.

    - Note : End page (contact us) page is configured in D365

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