This help explains the out-of-the-box functionality of Marketing pages and forms in D365.
In Dynamics 365
A marketing page is a webpage that includes a form where customers can interact with a company. Some examples of interactions are that they could register to receive a newsletter, update their contact information, enquire about an offer or manage their subscriptions with the company.
Marketing pages work hand-in-hand with and provide opportunities to expand functionality for many other D365 Marketing features. These features are email marketing, segments, behavioral data, customer journeys, analytics and lead scoring. Marketing Pages are only available when a D365 Marketing instance has Power Apps portal associated with it. Marketing Forms can be imbedded in company websites which aren’t using Power App Portals.
A marketing form is a set of fields arranged into a form layout. All fields that appear in a marketing form must be mapped to a contact or lead field in D365. All the information submitted through a marketing form is automatically captured in D365. There are 3 types of Marketing forms:
- Landing page form: This is a general-purpose form for collecting contact information on marketing pages that are not subscription centers or forwarding forms. Landing page forms can also offer mailing-list subscriptions for opt-in, but they can’t show the visitor their current subscriptions or allow them to opt out of any lists.
- Subscription form: Provides fields where contacts can view and edit their contact details and shows a collection of mailing lists where the contact can add or remove subscriptions. On form submission contacts are either removed or added to subscription lists.
- Forward to a friend: Provides a short collection of fields, each of which will accept an email address entered by a contact when forwarding a marketing message to other colleagues.
Below is an example of a basic Landing page form which can be embedded on a website or found on a Marketing Page. The fields used are associated to the contact entity. Every submission will create a new contact in the system.
Another example below is a Subscription Form. If Andrew were to tick the “Do Not Email” button then he would no longer be in the subscription list in D365.