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Suggested answer

Create a custom field in Marketing Form without mapping a existing Contact/Lead Field

Posted on by 129

Hi,

 

We tried to create new marketing form for landing and to add a custom field which doesn't exist in the database, for example : 
 

First Name => CRM field

Last Name => CRM field

Email => CRM field

Favorite type of dessert => Not in CRM

 

We need to build segments using the favorite type of dessert information for some journeys but as it's not a permanent info for a contact/prospect, we don't have such a field in the base.

Any ideas on how to add such type of fields ? if it's not possible, is there any workaround ?

 

Thank you in advance for your help !

 

  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Create a custom field in Marketing Form without mapping a existing Contact/Lead Field
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Create a custom field in Marketing Form without mapping a existing Contact/Lead Field
    Hi,
     
    The Favorite type of dessert field is a custom form field that maps neither contact nor lead.
    This field is stored in the Marketing form fields entity.
     
    Values submitted using this field are stored in the Marketing field submission entity.
     
    Best Regards,
    Dengliang Li
     
  • xhj45 Profile Picture
    xhj45 129 on at
    Create a custom field in Marketing Form without mapping a existing Contact/Lead Field
    Hi Dengliang Li,
     
    Thank you for answer!
    Just want to know how did you create the Favorite type of dessert field and in which entity ? because as you can see in description, this field is a CRM field, and we are finding a way to keep us from creating new field in contact/lead entity.
     
    Have a nice day!
     
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Create a custom field in Marketing Form without mapping a existing Contact/Lead Field
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Create a custom field in Marketing Form without mapping a existing Contact/Lead Field
    Hi,
     
    The segment is designed as follows.
    Displays contacts submitted via Page t25 (Blank) that have a Favorite type of dessert value of Cakes.
     
    This is the contact submitted on this page.
     
    The submitted contacts can be seen in the segment members.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     

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