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How do I use a Marketing Form for Event Registration?

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I recently enabled the feature where I could use a Marketing Form for event registrations.  I created a Marketing form of type event registration - but how do you tie that form to the proper event?  I read the documentation here and it did not help https://docs.microsoft.com/en-us/dynamics365/marketing/event-forms.

I don't see how to connect the form to the event.

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: How do I use a Marketing Form for Event Registration?

    Hey Stephani - just wanted to follow up here with action items we'll take:

    1. Make it clear in the documentation what is supposed to be done once a form is created. We'll get this updated as soon as possible.

    2. Make it clear in the application once a form is created - that the user is supposed to navigate to an event and connect it there. This mihgt happen later, as a product update.

    Thanks for the question and the feedback

    Regards,

    Shravan

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How do I use a Marketing Form for Event Registration?

    Hi Stephani,

    The field is mentioned in "Set up an event" > The Website and form tab.

    As you suggested, the introduction page of event form should provide a link to the tab, thanks for your feedback.

    Regards,

    Clofly 

  • Stephani Profile Picture
    Stephani on at
    RE: How do I use a Marketing Form for Event Registration?

    I had already found and enabled that - what is missing in the documentation is how to tie the form to the event.  I finally found it by going to an event and there is a new field that you can toggle to say you want to use a marketing for registration and then you select the form.

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How do I use a Marketing Form for Event Registration?

    Hi Stephani,

    We need to enable the feature manually in Settings > Other settings > Feature switches.

    https://docs.microsoft.com/en-us/dynamics365/marketing/admin-feature-switches

    Regards,

    Clofly

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