Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

prefill feature for sub-domain

(0) ShareShare
ReportReport
Posted on by 205

Hello, 

I have a Marketing form where people register their interest and then using customer journey I send them an email with a link to our questionnaire. 

This questionnaire is created on my website and I am using form capture to collect the information, in this form I added the customer email to capture the information related to the correct lead. 

But the email field is blank at all times although I ticket prefill when authenticating the domain and on contact. 

Could you please help me with this problem? 

Thank you, 
Elly

  • Elly-Farokhi Profile Picture
    Elly-Farokhi 205 on at
    RE: prefill feature for sub-domain

    Hello Colfy, 

    I am not capturing documents using form capture, we receive a document from the website in email ID. 

    Many Thanks, 
    Elly

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: prefill feature for sub-domain

    Hi Elly,

    Could you share how do you submit document via captured form?

    As far as I know, portal would be the only way for customers to upload file to Dynamics.

    If you think my previous method would be complex, you could take article below as reference, the article is about integration of Portal with SharePoint:

    https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-sharepoint-documents

    Anyway, due to captured form is not supported with prefilling feature, and if your customers could upload document with capture form,

    then you could set another embbed form to complete whole process:

    In embbed form, customers' email field will be prefilled  -> customers update their information via embbed form -> redirect them to captured form to upload document after they submited the first form.

    You could do redirection at "afterFormSubmit" event.(My answer in your "Subscription page in Marketing Dynamics" thread.)

    Regards,

    Clofly

  • Elly-Farokhi Profile Picture
    Elly-Farokhi 205 on at
    RE: prefill feature for sub-domain

    Hello Colfy, 

    My customer need to submit some document along with their form and that is the only reason I am using the form capture instead of marketing form. 

    you provided some guidelines earlier about how to collect documents in marketing form by configuring portal but that is very complex for me. 

    that's why I decided to use simple form capture

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: prefill feature for sub-domain

    Hi Elly,

    Currently captured form is not supported with prefilling feature.

    55611.JPG

    https://docs.microsoft.com/en-us/dynamics365/marketing/embed-forms 

    Could you share me reason that why did you prefer to captured form to collect information?

    According to my guess, maybe you think captured form which is designed by 3rd party tool has prettier look than Dynamics  365 embedded marketing form?

    If so, we could add custom CSS in marketing form HTML source code to give embedded marketing form with pretty style.

    e.g: my landing page form

    pastedimage1590634796018v1.png

    CSS to customize SUBMIT button

    pastedimage1590634926714v2.png

    Regards,

    Clofly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,965 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,817 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans