Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Answered

Double Opt-In for Marketing-Form

(0) ShareShare
ReportReport
Posted on by 10

Hello Microsoft Community,

I want to host a Marketing-Form on my external Website.

The Idea is to create a Marketing-Form, implement it on an external CMS System (Contao), so people can just sign up for getting a download Link for some files.

I want to save those Information from the Form, as a new Lead in my CRM System. This is working well right now, but i don't know how to implement an "double-opt-in" - Mail to the Form.

So People get an E-Mail to confirm their Data first, and only if they clicked the "Accept Registration" Link, we will generate a Lead.

I just saw this feature for the Subscriptioncenter, but i just want it for generating new Leads.

Does anyone have an Idea how to solve this?

With Regards,

Shii

  • Shiix2 Profile Picture
    Shiix2 10 on at
    RE: Double Opt-In for Marketing-Form

    Thank you very much! I'll try this out!

  • Verified answer
    RE: Double Opt-In for Marketing-Form

    Hi Shii,

    Although the Double-Opt-In feature only works for the Subscription center, have you tried to recreate this journey for generating new Leads as Clofly described?

    This solution should work in your case. 

    Regards,

    Defne

    Microsoft Dynamics 365 for Marketing team

    Don't forget!: If you have gotten the answer to your question - mark your question as answered (even if the answer is not what you have hoped for). By doing so you show appreciation to the free-of-charge help that you have received from another forum member.

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Double Opt-In for Marketing-Form

    Hi Shii,

    As you said, this feature only works for subscription center.(when user changes its consent level field or add/remove a subscription list)

    Due to your requirement is to generate new lead by clicking the "Accept Registration" link, so I assume that you would accept to generate contact record at first.(and we have to do, because we can't even hold marketing activities if people have not corresponding contact records in system.)

    1. Create a custom optionset field for contact entity, let's name it "Accept Registration", and assign the field with 3 options.

    * unknown(default)

    * agree

    * disagree

    2. Create marketing form 1 with following fields:

    * First Name

    * Last Name

    * Email

    3. Create marketing form 2 with following fields:

    * First Name

    * Last Name

    * Email

    * Accept Registration

    4. Create a marketing email as confirmation email, add a button and attach the link to your CMS System page where embedded marketing form 2.

    5. Create an inbound customer journey to send confirmation email.

    pastedimage1584086178645v1.png

    6. Create a background workflow:

    entity: contact

    starts when: record fields changed(Accept Registration)

    scope: organization

    step

    if Accept Registration field equals "agree"

       -> create a lead record from contact context

    The description of whole process:

    1. When a person submit marketing form 1, he'll be saved as a contact and receive confirmation marketing email which contains link to marketing form 2.(confirmation form)

    2. He/she can manage preference on marketing form 2, it will work as "double-opt-in" feature when he/she submits marketing form 2.

    You need some javascript skill to prefill previously submitted data:

    2.1 In marketing form 1 page, use marketing form API to collect input fields data at "formSubmit" event.

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/marketing-form-client-side-extensibility#form-events

    2.2 Use localStorage object to save these data in user's browser cache.

    https://developer.mozilla.org/en-US/docs/Web/API/Window/localStorage

    2.3 When person navigates to marketing form 2, populate fields with saved data in localStorage at "afterFormLoad" event.

    3. The workflow will be triggered and decides whether to create new lead based on the option value.

    (A background workflow does not take up a lot of resources.)

    Regards,

    Clofly

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,234 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,994 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans
Liquid error: parsing "/globalsearch/?q=pasar+el+Ch3Ch2Cl+++2Na+++Ch3Ch2Cl+a+2-pentano" - Nested quantifier +.