Marketingform & prefill

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Posted on by kjoniXen

I am not able to get my marketingforms prefilled.

I have

...added my domain as a verified domain (with and without www)

...also configured whiteliste rule (with and without www)

-- prefill is set to yes in form config

As far as I understand, I am supposed to use the script provided under formpage, but I am a bit confused because I also get two script under the related marketing webpage. The first script here (javascript-code) is a form script, but with another ID. What is the second script for? Form registration code?

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Suggested answer

Nishant Rana 11,322 Microsoft Employee on at

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Marketingform & prefill

We had the steps documented when we applied for our customers, see if it helps ...

https://nishantrana.me/2022/11/16/how-to-enable-prefill-for-marketing-forms/

https://nishantrana.me/2022/11/10/how-to-embed-marketing-form-on-an-external-page/

Pre fill is not supported for Real Time Marketing currently. But seems it is in pipeline for for this year 2024

https://community.dynamics.com/forums/thread/details/?threadid=63a5bab0-423c-ee11-bdf4-002248255fa9

Regards,

Nishant Rana
dxshyam 230 on at

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RE: Marketingform & prefill

Hi Clofly,

I have a marketing landing page form and page whose prefills are not enabled. I want to use this form in an external website and my authentication not getting confirmed. I was advised by Microsoft to enable prefill and try the authentication again.

My problem is I am not able to see the remember me check box in my form. These are the steps I followed.

1) Stopped both form and page

2) Enabled Prefill from the summary tab of my form

3) Enabled Prefill for Firstname, Lastname and Email fields of my form. I expected the Remember Me element to appear on my form, it did not appear and I don't see it anywhere on the Toolbox or in the add form elements option (+) button.

Any idea why I don't see the Remember Me button on this form while I could see it appear in a new sample form that created?

Do I have to redo the form again or is there a way to get the Remember Me field on my form?

Regards,

Shyam
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cloflyMao 25,208 on at

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RE: Marketingform & prefill

Hi kjoni,

- Is prefill by clicking on email link only available for subscription center and for ordinary forms prefill is only for people who has clicked "remember me"?

Yes.

Prefilling is automatic in subscription center, because there is an unique ID in the email link to query current recipient information.

(In subscription center, people can only update when fields are prefilled, they can never submit successfully if they opened the page directly)

While ordinary forms, or landing page form, obviously there is no such string when people opened the URL. After people clicked "remember me" option and submitted their information,

then cookies will be created in browser to support prefilling by the next time the page/form be opened.

Regards,

Clofly
kjoniXen 40 on at

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RE: Marketingform & prefill

Is prefill by clicking on email link only available for subscription center and for ordinary forms prefill is only for people who has clicked "remember me"? If so, it explains my problems... I really hope I misunderstand your answer here….
Camilla Larsson 235 on at

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RE: Marketingform & prefill

Hi,

I also have a problem with my marketing form on the portal. I have a subcription Form, so I have authenticated the domains. But on the portal it says I should add the domain on the whitelistrule.. But I do not have that. Do you know what might be wrong?
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cloflyMao 25,208 on at

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RE: Marketingform & prefill

Hi kjoni,

It seems that you're working with embedded marketing form on external website.

-----------------------------------------------------------------------------------------------------------------------------------------------------

Required settings for prefilling feature:

-> Landing page:

1. Mark the Enable prefilled forms check box in Domain Authentication.

2. Enable prefilling feature for both fields and forms.(Remember Me is also required)

Fields level:

Form level:

You can full details about how to enable prefilling feature for landing page form:

https://docs.microsoft.com/en-us/dynamics365/marketing/form-prefill#landing-page-forms

and check this section again for how to enable the feature for embbed forms:

https://docs.microsoft.com/en-us/dynamics365/marketing/embed-forms#enable-prefilling-on-embedded-forms

Q: How will contact see prefill information for Landing page?

A: If above settings are well configured,

when he/she submitted form successfully(with Remeber Me enabled), then script in generated code will create cookie in user's browser,

by the next time contact opens marketing form again, the script will prefill fields based on saved cookie.(or refresh page multiple times)

-----------------------------------------------------------------------------------------------------------------------------------------------------

-> Subscription center

1. Same as lp-1

2. We won't need to set fields, form or remember me. All of these items are set to Yes by default in Subscription center.(and won't change even if we set them to No)

Q: How will contact see prefill information for Subscription center?

A: By opening subscription center link in sent marketing email.

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For your final question that what difference between those two scripts,

actually code in Form Page is almost same as code in Marketing Website if you copy them out and format them in code editor.

(combined vs separated)

Form Page

Marketing Website

So would your two scripts refers to screenshot 2?

If so,

JavaScript code is for contact's behavior tracking.

Form capture code is for form generating and data capture.

You can find answer in this link:

https://docs.microsoft.com/en-us/dynamics365/marketing/register-engagement#find-or-create-tracking-and-form-capture-codes-for-your-website

(In addition, you won't need to add form to whitelist for both landing page or subscription center if you've verified your domain)

Regards,

Clofly