web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

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

(0) ShareShare
ReportReport
Posted on by 154

Hi folks

We are embedding our forms in a Wordpress site.

My questions:

  1. 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?
  2. 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.

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    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.

    pastedimage1600051223493v1.png

    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.

    1172.JPG

    Regards,

    Clofly

  • Mouda Profile Picture
    154 on at

    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?

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Mouda,

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

    Marketing form > Form hosting > Related marketing form page

    32222.JPG

    pastedimage1600062695703v1.png

    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:

    3465.JPG

    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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans