Newsletter sign up form

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Posted on by All My Systems

Hello

I'm creating a simple newsletter signup form to be embedded on an external website

This is on a public website which people new to the company will sign up for the newsletter

This means the form must be type=landing page, because type=subscription centre requires to be linked to from an email.

The form only has 4 fields

First Name
Last Name
Company Name
Email address

This means the form must create a lead, not a contact (contact requires an account name)

So what is the correct workflow to add these new leads to a segment (or subscription list) so that they can be emailed in the future?

Thanks
Pete

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Nya 29,060 on at

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Hi Pete,

A segment or a subscription list can contain Contacts only.

Ref: The differences between segments and lists (Dynamics 365 Marketing) | Microsoft Docs

But I'd like to know why "contact requires an account name"?

Would you remove the "Company Name" form field from your form if you do not need to track the accounts of the contacts?

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All My Systems 84 on at

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Hi

If I set the Marketing Form to update contacts, I get this error. That's why I've chosen to update leads only.

Thanks

Pete

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Nya 29,060 on at

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Hi Pete,

Please check if the parentcustomerid field in your Contact entity has been set as Business Required.

If yes, the warning message will be shown when you check for errors.

You can set it as Optional so that it will not be shown,

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All My Systems 84 on at

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Thanks. I assume that was OOB functionality - our dev team must have changed it.

Thanks for your help

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