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Customer experience | Sales, Customer Insights,...
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Marketing Form - Form Capturing Not Creating Contact - Only Track Form Visit

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Posted on by 33
Hi Experts!
 
I'm having issues with Form Capturing creating Contacts and wondering if anyone can point me to the right direction.
I've actioned all the steps mentioned in the original MS documents (see below) . However, Form Capturing isn't creating Contacts. Only able to track Visits. Here's my environment settings.
- Use Optimizely CMS for creating form
- The fields are pretty simple: First Name, Last Name, Email, Phone
- Tried placing autogenerated form capturing code in both <header> and <body> tab
- Additionally, place javascript API as suggested  by MS document -> MsCrmMkt.MsCrmFormLoader.sendFormCaptureToCrm(form); 
 
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/embed-forms
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/pages-forms-troubleshoothttps://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/developer/marketing-form-client-side-extensibility#add-your-code-snippet-when-youre-using-your-own-cms-and-form-hosting
 
Your help would be much appreciated!
 
Thanks in advance.
 
Cheers
Zay
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  • Suggested answer
    RudyZhang Profile Picture
    Microsoft Employee on at
    Hi,
     
    We have analyzed the information you provided and tested it and unfortunately could not reproduce your problem.
    Here are a few points we suggest keeping in mind.
    1. Please check if your script is placed in the right place, if the script is placed in the wrong place, it may not work.
    2. Please check if there is any problem with your form mapping, incorrect mapping may cause the record not to be created when submitting.
    3. According to the official documentation you provided, OBM has two ways of hosting forms, you can also try another one.
     
    In addition, if your problem has affected the normal operation of your business, we recommend that you use the following link to seek technical support from Microsoft.
    https://admin.powerplatform.microsoft.com/support
     
     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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