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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Form Capture: How to a...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Form Capture: How to add Submissions to Subscription List

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Posted on by Community Member

Hello Everybody,

I have connected an external form to 365 Marketing via Form Capture. When a person fills out the form, a Submission and a Contact is created (in 365 Marketing).

I also have a Subscription List. Now when someone fills out the external form, and a Contact is created, I want the new Contact to be listed in the Subscription List.

So how can I move Submissions into a Subscription List automatically? Can I add custom HTML to the external form maybe?

Thank you in advance!

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi.

    It is recommended to create a workflow to achieve it.

    However, this is done with the help of Dynamics-365-Workflow-Tools:

    Dynamics-365-Workflow-Tools/Add To Marketing List.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub

     

    You can create a workflow targeting at the Contact entity and set it started when a record is created.

     pastedimage1616576525631v1.png

    Add a condition before the step that the Source marketing form of the Contact is the capture form you created.

     pastedimage1616576537947v2.png

    Then use the “Add To Marketing List” in the Dynamics-365-Workflow-Tools to add the contacts created from the capture form into the subscription list.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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