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We're trying to move to embedded Dynamics Marketing forms on our external website, but we're hitting a roadblock around gated content. We have several datasheets on the website that we would like visitors to fill out a form to access. Once they fill out the form, we'd like to either present them with the content immediately or email them a copy. Has anyone used Dynamics Marketing Forms with gated content on their own website? I've searched high and low and can't find any good documentation on how to approach this. Any help would be greatly appreciated!
Thanks,
Tony
Very helpful information!
Also: Any idea how I can add the double opt-in step in between filling out the form and sending the mail with the link to the requested content? I want to use the gated content to create subscribers for future marketing emails, that is.
This is great but will this not be easier for the customer or client to just authenticate through AD to the site and have access to all the forms without having to fill out the forms each time. Has anybody placed content behind a protected route to lock the content and open it up to selected users through Azure AD?. People who create account can access all the locked content or one can manage who access what.
Might I add on to this thought. If I have someone fill out a form to download said content, are they then being repetitively added as a Contact/Lead in Dynamics? I'd hate to have so many duplicate records if we already have them as a contact.
Thanks to both of you for your insights!
Hey Anthony,
Apart from the suggestions on this thread - there's also the factor that you don't want people who have already filled in the form once to fill it out again. Have you explored our Page Personalization module? (docs.microsoft.com/.../personalized-page-content) - you can leverage this to personalize your landing pages so that not only is a person who has previously submitted a form (and clicked Remember Me) recognized on the page, you can hide the form for them, show them a direct link to the download, and greet them with a personal greeting as well.
Thanks,
Shravan
PM, D365 Marketing
Hi Anthony,
Each marketing form will match to one redirect URL, I think there are two options:
1. You could create multiple marketing forms and each marketing form redirect to different datasheets.
2. Create a new page on your external website, add all datasheets links in this page, then set this page as redirect URL, then visitor could select a datasheet that he/she wants.
Regards,
Clofly
This is super helpful, Clofy! Thanks! What if we have a lot of datasheets across the site? Do we need a redirect page for each one? Is there a way once they fill out one form to allow them to directly access the other datasheets without having to enter the information again?
Hi Anthony,
Do you mean that you want to embed marketing form on a specific position on your external website?
If so, just create a div element as form's parent container, then paste generated code inside the div.
In a word, marketing form will be rendered on specific position where you paste the code.
After you have embedded form successfully, then to present them with the content immediately or email them a copy, you could:
-> present content immediately:
1. Open form page record.(left section in form hosting tab)
2. Add the link to content in Redirect URL field
-> Send a email
Build a customer journey likes below:
Regards,
Clofly
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