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Hello,
I created one Contact us page using wordpress form 7 and set up a wordpress plugin to create lead in D365 when form submitted
it is working fine
But the problem is with D365 for marketing.
i have added scripts on contactus page but unable to identify who(which contact) submitted the form and from which email camapign it is arrived
can someone help me in this how can i solve this problem ?
or
is there any other way i can do that ?
Note: D365 form capture script is not capturing wordpress contact 7 form data.
The journey flow is:
Email => Landing Page(Created in external CMS) => ContactUS Page (Created in extarnal CMS)
Hi,
Here is the documentation for staying up to date:
https://docs.microsoft.com/en-us/dynamics365/marketing/apply-updates
Defne
Hi Defne,
From where can i update Marketing Module and how can i check this new feature
Hi Jennifer and all,
With the latest release in May that is now almost out in all regions, we introduce client side support for dynamically injected forms as well.
Best regards,
Defne
To capture a lead from the Wordpress form 7 you created, you will have to follow these steps:
To set up a form capture:
Use your CMS system and other coding tools to design a page with an input form that has the required fields and features.
Sign in to Dynamics 365 Marketing and go to Marketing > Internet Marketing > Form fields. Each of the records listed here establishes a mapping between a field available for use in a marketing form and an actual field from the contact and/or lead entity in the underlying database. Check to make sure that each of the fields required by your external form is correctly mapped here, and add any missing fields if necessary. More information: Create and manage input fields for use in forms
Go to Marketing forms and click on the Capture form button. This will start the form capture wizard that will take you through each step, starting with tracking script placement into your webpage.
Enter the form location: Enter the URL of the third-party page where the form capture wizard will check if there is a valid tracking script inserted. Your webpage will open in a new tab where the wizard will continuously check for tracking scripts. This enables the wizard to detect dynamically injected scripts. You should leave this tab open until you are finished capturing your form.
Click the button in the new tab to proceed to the next steps in the form capture wizard.
Check for a tracking script: If this is your first time capturing this form and you need to generate a script for your website, click on the I need a new script button. This will create a website entity, which you can access in the Marketing websites section and rename later. If you already have a script, use the dropdown list to find your script for the form’s web page.
Note
Go to Marketing > Internet Marketing > Marketing websites to view your website entity records created via the wizard. Each of the website records listed here (if any) provide a website-tracking and a form-capture code for a specific website or sub-site.
Place the script into your webpage: Copy the tracking script and place it at the top of your webpage HTML code, or share it with your developer to do so. In third-party pages, this is done via inserting embedded HTML codes. After adding the script to your webpage, refresh the tab that contains your web page so that the update is visible to form capture wizard.
Choose the form: Once you refresh the webpage, you will see all available forms. You can select the form you'd like to capture.
Map the fields: Before exiting the wizard, map the fields from your form to the Dynamics 365 fields so that the entries can be logged and stored under the entities in your Marketing environment.
Overview and go live: After you exit the wizard, you will see an overview of the mapped fields. Make sure the fields are mapped correctly before going live to ensure that the form capture is successful.
Go to the Summary tab and finish setting up your marketing form just as you would a native marketing form. Be sure to provide a Name that makes sense, decide whether to update contacts, leads, or both, and choose your matching strategies for finding existing records to update. More information: Form summary and configuration
Hi Clofly,
I uderstand that there are lots of limitation in D365 for marketing when we want to track extrnal pages as i can see currently it will only give you visits of the external pages.
But can in some or otherway there is a solution with which i can identify the leads (created using contactus form) which are coming from this campaign or from my landing page.
with using external contact us form
i m stuck in this requirement and cannot see any way out.
Thank you
Hi Partner,
Forms which are created by Wordpress Contact 7 Form plug-in is dynamically injected, currently Dynamics Marketing Form Capture not supports this type of form.
Some user in forum also encountered same issue by using the plug-in built form.
Currently please copy HTML code of form to display form statically and wait for the upcoming release to support dynamically generated form.
Regards,
Clofly
Hi Clofly Mao ,
This is not the case in my email camapign
My email contains link to Landing Page (External created) and that landing page contains link to contact me page (external created) and i m unable to get that form in D365 using form capture tool because it is created in Form 7 plugin of Wordpress.
So now i want to understand is there any way to hadel this or to identify who submitted the contact me form using landing page / email campaign
Thank You
Hi Partner,
After our contacts submitted the form, cookie will be set into their browser cache, then these contacts will be identified in Insights data after period.
(If they're browsering in incognito mode, then tracking may not works because cookie is not enabled in privacy mode.)
Try to attach external web page link to a button of marketing email to test whether email campaign could be also tracked, because every links that are added into marketing email by designer tool will be encoded.
Regards,
Clofly
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