Marketing form for collateral download (open in new window) and tracking

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Posted on by Mouda

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Hi folks

We are embedding our forms in a Wordpress site.

My questions:

Is there a way to have the form open target page (redirect) in a new window for the collateral download? I tried using target="_blank" but no luck. Any ideas if this is possible?
We are using one form for all pages with collateral download and separating them using form hosting scripts - Is there a way for us to identify which page the form was submitted from?

Thank you in advance.

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cloflyMao 25,210 on at

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Hi Mouda,

1. As per my understanding, you could execute following javascript function at formSubmit event of the form.

MsCrmMkt.MsCrmFormLoader.on('formSubmit', function (event) { window.open("https://go.microsoft.com/fwlink/p/?LinkId=866544","","width=500,height=500"); });

When we submit the form, it will prompt up a blank content window and the file will automatically downloaded.

Please refer to following page for how to use form API:

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/marketing-form-client-side-extensibility#form-events

2. We can identify page URL in Marketing form > Insights > Submissions > Page URL.

The hosting script is able to track specific path name.

Regards,

Clofly

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Mouda 154 on at

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Thank you.

Follow up questions :)

For #1 - Is there a way to change the form form content after submission to a custom widget or content?

For #2 - Can the marketing form page URL be used in flow and customer journey?

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cloflyMao 25,210 on at

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Hi Mouda,

1. We can use customized success or error submission message and show an image.

Marketing form > Form hosting > Related marketing form page

2. Data in Insights(such as email interaction, form submission) are saved in Insights database, hence they couldn't be used to trigger a flow(on creation, on update) likes other normal entities.

However, those data are still available to build segment.

For example, you can build a formSubmitted based segment to query contacts who were generated from form of a specific page URL:

Then you can use it in customer journey and run workflow for those contacts.

Moreover, if we still want to run flow, we can use Custom Channel(custom tile) to complete whole process.

Query contacts who were generated from specific page -> custom entity records will be created, then custom channel activity records will also be created at same time. ->

Run flow on creation of custom channel activity entity.

In a word, it is still possible to run flow or customer journey based on insights data via segment, we just couldn't access these data directly.

Please refer to following blog articles to understand what is Custom Channel and its scenes to be used.

https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/custom-touch-point-custom-tile-in-customer-journey-in-less-than-10-minutes

https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/firetext-sms-

Regards,

Clofly

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