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Suggested answer

What is the different creating web page using portal and marketing pages

Posted on by 459

Hi
What is the difference between creating "webpage using entity form in portal", and marketing page using marketing form in Dynamics 365 marketing?
1. To allow an external user to subscribe for Newsletter, a webpage with Entity form in portal or Marketing page with marketing form are recommend option. external client needs to access it using a browser.
2. if an external user wants to edit their information after some time they subscribed.
Can they access their information as an anonymous user from Portal site using a webpage with Entity form?

 

  • cloflyMao Profile Picture
    cloflyMao 25,194 on at
    RE: What is the different creating web page using portal and marketing pages

    Hi Siva,

    > I have to add all the fields required for subscribing newsletter to Contact entity to use with marketing form. is that right?

    Yes, we should add required fields to marketing form.(By default, only email and lastname is required.)

    In most of situation, contact is the target to receive marketing email. In other word, Contact is the fundamental entity in Dynamics 365 for Marketing.

    To create a custom entity record from form submission, a workaround is that triggering a workflow after form submission to create a custom entity record at same, then delete the contact/lead within workflow step.  

    > Second requirement:

    Not sure whether it would be a bug. 

    From last week, marketing form only remember users if they don't close their browser, which shall not be the expected behavior.

    On today, with latest form-loader version(1.63.1039.0), I found marketing form has been able to remember users even if we close browser then open it again.

    You could follow steps below to enable the feature and test whether it could work for you.

    1. In a marketing form, add prefilling to both form level(in Summary tab) and field level(in form designer tool).

    2. User fills the form with information and check the "Remember me" option.

    3. User will be remembered by marketing form.

    According to test of today, I have closed and re-opened browser for several times, the form was populated in each time I opened it.

    pastedimage1594631368063v1.png

    From documentation, the "remember me" feature remains active for two years.

    (User should not submit form in private mode and always use same browser.)

    Another solution:

    1. Create a dynamic segment, it will traverse contacts who submitted a specific marketing form.

    2. Create a marketing email, it contains a subscription center form for recipient to manager their information/subscription later.

    3. Create a customer journey to send segment members with marketing email.

    Users are able to manage their information/subscription via the link in marketing email without sign in.

    Regards,

    Clofly

  • SivaR Profile Picture
    SivaR 459 on at
    RE: What is the different creating web page using portal and marketing pages

    thank you for the information.

    our clients' requirement is:

    allow an external user to subscribe newsletter. From your explanation, I can use marketing form which can be used to edit "contact only, lead and contact, or lead only". In this case, i won't be able to use a custom entity.

    i have to add all the fields required for subscribing newsletter to Contact entity to use with marketing form. is that right?

    second requirement:

    user enter their interest related to newsletter, province and other information when they subscribe for newsletter.

    Then

    in a year or months later they decide to change some of the information. so they use URL from the email received with a newsletter to change their interest or other data.

    For this scenario,

    What needs to be done to allow the user to edit whenever they need without sign in.

    Looks like marketing form only remember users if they don't close their browser. this is not possible for my case.

    Please advise

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,194 on at
    RE: What is the different creating web page using portal and marketing pages

    Hi Siva,

    In summary, the difference between them is:

    Entity form:

    The source entity could be any entity.

    Marketing form:

    Source entities are restricted to Contact or Lead, it is only available in Dynamics 365 for Marketing application.

    Please check introduction about those two forms below for more details:

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/entity-forms

    https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-forms

    For your 1 and 2:

    Only marketing form could be used for external users to subscribe for Newsletter, thus entity form would not be an option.

    There are two types of marketing form: landing page form and subscription center form.

    We can subscription list checkbox to both of forms, the difference between them:

    Landing page form: External user need to check "Remember me" option, (and we should also enable form level and field level prefilling option.)

    then after some time when user refreshed page again, he/she can see his/her previous information and edit;

    However, it is required for them to not close browser, and they will be named status to access information. (Their interaction will update in Marketing Form > Insights data.)

    Subscription center form: The form will only work when users open it via subscription center link in marketing email, thus it is not for external users.

    While external users always visit entity form in anonymous status, because entity form only used to collect data.

    Regards,

    Clofly

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