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
