If you want to make use of forms and subscription management for leads and contacts, but you do not want to use two separate records to do so, you can combine their functions through one of two methods. You can either combine the form and subscription page by linking the subscription page to the form confirmation redirect to make them look like one form (explained here), or you can add opt-in fields directly to the form. For example you could add a "Yes, I want to receive your monthly newsletters!" check box to your "Contact Us" form through the following method.
NOTE: If your organization has moved to the Opt-In Subscription Management method, checkbox form fields can be mapped to Subscription Lists. Click here to learn more.
NOTE: This article discusses creating new CRM fields to extend the native functionality of ClickDimensions. The creation of new fields is a native CRM process, so we will not be able to provide technical support for it. If you need assistance with creating custom fields, please contact your CRM partner or administrator.
NOTE: The following works for both leads and contacts, but only contacts will be mentioned for the sake of brevity and clarity.
Goals
- Learn how to create a custom field in CRM
- Learn how to use a ClickDimensions form to update the field
- Learn how to use the field to handle opt-ins for a dynamic list
- Dynamics 365
Customize contact records
First, customize your contact record by adding fields that correspond to each subscription list. To do this, open the CRM form that you would like to edit from the Contact entity, then choose New Field from the bottom right.
Fill in the information for the required fields and select Two Options as the field type. Save and Close.
Then select the custom field from the right hand column and drag it onto the Contact record.
Repeat this process for each subscription list you have made, then save and publish your changes.
Now you should have something like this on your Contact record:
Setup the Form
Navigate to Settings > ClickDimensions Settings > Solution Management.
Then click the Metadata button in the Metadata section to synchronize ClickDimensions with your customizations.
Next, go to Web and Events > Form Fields.
Here create a check box-type form field for each subscription list in order to replicate the subscription page. Map the check box form fields to the custom fields that you added to your Contact record, then add the fields to your form.
CAUTION: When you edit the mapping for a checkbox, radio, or list type form field, that mapping will be updated globally on every occurrence of that form field on every form, as well as in the form field record.
NOTE: If your organization is on ClickDimensions version 9.2.0+ and is utilizing the ClickDimensions Opt-In Subscription Management style, you will see a Subscription List field in the Mapping tab for Checkbox and Radio Button Fields. Associating the Form Field with a Subscription List will allow you to record opt-in or opt-out Posted Preferences for the Subscription List from Web Content Forms. Version 12.9 added the ability to generate these Posted Preferences from Form Captures as well. This Subscription List option can be set in addition to mapping the fields to a field on the contact/lead records.
Use Dynamic Marketing Lists
Create dynamic marketing lists, then set the criteria to be that the custom field for the appropriate subscription check box form field is checked. For example, the newsletter marketing list for contacts would be composed of contacts whose newsletter opt in field was set to yes.
Now you can gain more readers with a simple check box!
| Feature Added: Original |
| Feature Updated: 12.9 |
| ClickDimensions Version Needed: Any |