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Any workaround on creating a form field without having it to be mapped to a contact/lead field? Our customer is not keen on having to do the two step approach of creating CRM field and then a form field and having to map each other. They wish to post few questions on the form (which does not have to be created/mapped against a contact/lead)​ or if this is a limitation, how easily they can create fields in CRM that can be hidden?​
Hi Veena,
That's a custom field to identify different marketing forms, we set it a specific value for each marketing form,
and we do condition check in workflow based on these value.
That because by default, there is no OOB feature to save submit marketing form name as clickdimension provided.
(Even thought each submission will be saved as Insights data, but Power BI is required to have analytic for them)
Regards,
Clofly
Is the "Submit Marketing Form" a field on Contact entity? How are you getting that field in the workflow in step # 6, otherwise?
Thank you Clofly. Appreciate it.Let me try it out at my end as well.
Hi Veena,
It seems that “Posted Fields" entity could save each submission,
event thought we can also find each submission record detail in Insights,
but we can't edit or export these data.(export could be done with PowerBI), and it can't save display label value if we have different questions.
If you would like to achieve similar feature, please take method below as reference:
1. Create a custom entity: Form Submission.(Pay attention that there is a duplicate entity Form Submissions in LinkedIn menu)
2. Create 2 N:1 relationships between the entity and Contact/Marketing form:
3. Create 2 single line text type fields: Anwser and Question
4. Now below is my demo
Create form 1: General Landing Form
"How do you feel about us?" is just display text and it has been mapped to Marketing Form Anwser of Contact entity.
"Submit Marketing Form" is a hidden field, we set it to the form name manually and statically.
Create form 2: General Landing Form 2
"What's your favourite social platform?" is same as above, it just has different display content for Marketing Form Anwser field.
"Submit Marketing Form": same as above.
5. Create a workflow and set Contact as primary entity:
Triggers are: when record is created and when record's Marketing Form Anwser field updated.
6. Add if and else if conditions like below:
if Submit Marketing Form equals General Landing Form,
create a Form Submission entity record.
else if Submit Marketing Form equals General Landing Form 2,
create a Form Submission entity record.
In properties, set the Form Submission record fields with their corresponding value from contact and source form:
7. Open App designer for Marketing application:
edit Sitemap,(left side menu)
In Internet Marketing group, add a subarea for our custom entity: Save and Publish customization.
8. Result:
Form Submission entity has display in left side menu,
and all submissions with specific question and anwser have been saved.
If you have multiple form questions, then just add multiple else if conditions with create submission record step.
Regards,
Clofly
Click dimensions does have the functionality of creating form fields without having it to necessarily mapped to a crm field
I created a form field "what's your name?" and placed on a form.
I have not mapped to any CRM field
included this form in an email and I submitted the form and the results are captured
I can always go to this form (via the "Posted Form" entity within Click Dimensions) and see all the submissions. All the posted fields are stored in "Posted Fields" entity mapped to a form. In fact I can export to excel and analyse as required.
Hope this helps.
Hi Veena,
Sorry for missing that, even if we could actually map multiple form fields to same contact/lead field and we can find the custom field data update in Audits history.
I found that we can also change default display label for same form field among different marketing forms:
which means we can only use one form field(one contact/lead field) with different display text,
thus you could show different problems for different forms.
https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-fields
However, data in the field will be overwritten constantly due to actually there is only one field to save data,
(we can still see value changes in contact audit history)
does clickdimensions offer ability to save multiple anwser records for one contact/lead?
and could you share me how does clickdimensions save data in fields which are not mapped to contact/lead fields?
Regards,
Clofly
Are you sure that we can map different form fields to one CRM contact field? So the customer can create a contact field for e.g "Marketing Form Answer" and map any of the form fields that they create to this contact field. That would be really helpful.
However Microsoft has a different take on this and I was not sure if was feasible.
https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-fields
Hi Veena,
Due to CRM will map each form submission to a contact/lead record(creation or update),
so it's necessary for user to map form field to existing field in contact/lead entity if the field is added to marketing form.
For what your customers is afraid of, form field is a template and reusable, it can be added to multiple marketing form without repeat.
You can also create multiple form template records and map all of them to one field of contact/lead,
this won't have effect on unique field of contact/lead.
In other word, these form fields will only have different display label when they are added to different form,
but they all mapped to only one field of contact/lead.
(For example, a custom contact field: Marketing Form Anwser, single line of text type, we can create Question A form field, Question B form field and map both of them to Marketing Form Anwser)
Regards,
Clofly
Let me explain the business background to this.
The customer would like to create just the form fields without mapping the same to a CRM field for the following reasons:
1. Ease of creation of form fields (like how click dimensions work)
2. They fear that if they need to create fields on contact/lead for every form field, they might even run out of fields against this entity
They use the form fields to create questions (text fields) which will be posted on a form and they do keep changing the questions quite often. Hence if they have to create a CRM field against every form field, it will be quite cumbersome.
They would like to just analyse the values submitted by contacts/leads, without really mapping to CRM fields (similar to click dimensions).
Any workaround on this?
Hi Veena,
You can hide field by adding style="display:none" attribute to the lp-form-field element in marketing form HTML editor.
Hidden field:
Code:
Original:
For your original requirement, mapping a form field to existing contact/lead field is required if we want to add a field to marketing form.
Could you share me more business background of your customer?
Even if we could add some static fields with questions on form, (by adding HTML code manually)
but then we wouldn't get submission information if these fields are not mapped to contact/lead field.
Regards,
Clofly
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