Setting up your Form Capture record is pretty simple. Go to Settings > Form Capture and select the +New button.
Setting up the record
Your CRM will load a new screen with some fields for you to add values to. All fields described below are required, except for the Campaign field.
Name
This is the name that will appear in your CRM to identify the Form Capture record; it will also appear on the Posted Form and Posted Field records associated with submissions.
Campaign
This is an optional field which allows you to associate your Form Capture with a CRM Campaign. If set, Posted Form records submitted by this Form Capture would be associated with the Campaign as well.
Visitor Entity
This field is important because it determines how new visitors--whose email address is not currently tied to a contact or lead in your CRM--should be created. So if you need these new individuals to be leads, set the field to Lead; otherwise, set the field to Contact.
Redirect on Error
If an end user's submission errors out, the URL in this field is the page that they will be taken to. There are a few exceptions when certain errors occur but those are primarily if your form capture isn't set up correctly.
Usually, you'll find it best to use your organization's standard error page but you can put any page URL you need to here.
Redirect on Success
As with the Redirect on Error field, you'll be placing a page URL here. This one is the happy one that signifies a submission was successful. So you may wish to use your organization's Thank You page or other success page. Whatever page you use, we do recommend that it be a different page than the one your form is on as otherwise your users will not be positive that their submission was successful.
Form Action
Once you've filled in the above fields, you can save your Form Capture record and the Form Action field will generate a URL. Please note that the HTTP/HTTPS protocol of the web page that the form capture is on must be the same as the one used in the form action URL in order to prevent "account key and domain are invalid" errors and may need to be updated.
Profile
This field is no longer necessary. It was previously used for a legacy feature that has been deprecated.
Form HTML
The Action URL (generated on the Form Capture record) is what you'll place in the action attribute of your <form> as described previously. It should look something like this.
