I would like to get a view of all marketing form submissions in one leads view

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Posted on by PatrickLeckie

I would like to be able to see all Marketing form submissions in one view. I have forms creating leads or contacts and would like to view the leads that submit from any form in one place.
I've set up this view in leads with the specifications:

But the issue is that the view is not updating and is not showing up recent form submissions.

Can you advise on the steps that I could take to make all the submissions viewable in one view? Right now I need to click into every form which is very time consuming.

Also I would like to set up an automated email to notify the account owner about a new form submission. Is there an easy way to do this?

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cloflyMao 25,210 on at

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Hi Patrick,

Source form field of lead will be only populated when the lead is created from form submission, whereas your leads may not be generated from the submission.

In Dynamics 365 Marketing, there are two types of data: Profile data and Interaction data.

Form submissions is interaction data, they will be saved to marketing-insights service database instead of organizational database, therefore, they couldn't be queried by Advanced Find.

To create a view to see form submissions, there are three options:

1. Connect to marketing-insights service database with Power BI:

https://docs.microsoft.com/en-us/dynamics365/marketing/custom-analytics

2. Set the "Store form submission" field to Yes in Marketing form > Summary > Submission behavior.

By enabling the option, it will create form submission records in organizational database at same time(keep all incoming form submissions), therefore, we can query records of "Marketing form submission" entity with Advanced Find to see form submission in view.

3. Make the marketing form only collect form submissions without updating contacts or leads.

https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-forms#do-not-createupdate-contacts-or-leads

Regards,

Clofly

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PatrickLeckie 20 on at

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Hi Clofly,

Thanks so much for that. I'll go over those suggestions, and I think that will help.

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PatrickLeckie 20 on at

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Hi Clofly,

I've set up Option 2: "Store form submission" field to Yes in Marketing form > Summary > Submission behavior.

and have created the view in Advanced find. However I can't see how to access that view after creating it. I am working in the Dynamics Marketing Hub and it's not showing up as a view under Marketing forms, etc. Can you advise where it would show up or how to find that view once it's been created?

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cloflyMao 25,210 on at

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Hi Patrick,

It seems that there will be a filter criteria by default: Status reason equals finished, please delete it and check again.

In addition, you could also create a custom view and add columns you want to it.

Columns: Form name, Matched contact, Submitted values, timestamp of form submission.

By default there will be no filter criteria.

However, it seems that the lead won't be logged to the submission record.

Regards,

Clofly

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PatrickLeckie 20 on at

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Hi Colfly,

Ok I see.

So it's not possible to see a list of actual leads that have completed forms that way, just the forms that have had submissions?

In what section of Marketing would I find that Advanced Find view? It's not under Marketing Forms views is it?

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cloflyMao 25,210 on at

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Hi Patrick,

1. Yes, marketing submission record only saves submitted value and the matched contact. It is by design.

2. "Marketing form submissions view 1" is a custom view created by myself. You can go to Advanced settings > Customizations > Customize the system > Entities > Marketing form submission > Views to create a custom view with custom filter criteria.

Then selecting the entity, save and publish customization.

In addition, you could delete the default filter criteria when opening Advanced Find for Marketing form submissions, then form submission records shall be listed as well.

Regards,

Clofly

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Defne Ayanoglu on at

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Hi,
Were you able to apply the suggestions, and did it help?
Regarding your second question sending an email confirmation is possible by a Workflow or Flow from going into Flow, or Processes inside Settings. You can check out how to create them and more details in the Workflow documentation. There are also templates that are already created that can be helpful.

Best regards,
Defne

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PatrickLeckie 20 on at

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Hi Defne,

I am looking into this and will let you know as soon as we've been able to try to implement the suggestions.

Best regards,

Patrick

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PatrickLeckie 20 on at

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Hi Clofly,

I've made those changes that you suggested above of "Marketing form submissions view 1", but am not sure where to view the results now. Can you help?

The below is my view in the marketing hub so can I find this form submissions view in there?

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