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Customer experience | Sales, Customer Insights,...
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Marketing Form update options

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Posted on by 52

Hi, 

Can I set a marketing form to create a new contact if the contact doesn't exist but at the same time, I don't want to allow updating of existing contacts.

PS - Not using leads at all in this scenario.

Thanks

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Marketing Form update options

    Hi,

    Creating a non-existing contact with Marketing form can be achieved. However, it is not possible to prevent submissions from updating existing contacts individually, unless you create a workflow that prevents editing contacts in all routes.

    Here is a similar proposal in Ideas forum posted by others and you can vote for it to drive it to be improved.

    Microsoft Idea  Â· Marketing Form that does NOT Update Records (dynamics.com)

     

    To know how to use a marketing form to create non-existing contacts, please refer to:

    Set up and manage marketing forms for use in marketing pages (Dynamics 365 Marketing) | Microsoft Docs

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