Cookie banner in different languages
At the moment the cookie banner is just a static text with a single version. It would be great if the tool allows setting banners for different languages. The language could be detected from the marketing page template, for example.
Submissions should be captured in an entity and we can access that information through plugin or workflows
We need to send email on form submission to our marketing manager with details filled. But right now we are unable to fetch that information.
Field to assign owner to records created through Source Form
We're having to create two workflows (respectively for Lead and Contact) to assign the records when a new record is created. As we implement more forms, many workflows are created with "check" clauses to look for record creation criteria that matches the source form in question. My idea is to ha...
Improve Template Selection in Real-time Marketing Forms – Show All Templates Regardless of Default Audience
Description:
When creating a new real-time marketing form in Customer Insights - Journeys, the template selection pop-up only displays templates that match the default target audience set in the form settings (e.g., Contacts or Leads). As a result, users cannot see or se...
Lookup type in Unmapped fields
We now have Unmapped Fields in preview but the field type Lookup is not available. This is a big omission since we used it extensively in Outbound.
Please provide field type Lookup for Unmapped fields.
Enable branching on a Customer Insights RT Marketing Form
In Microsoft forms you're able to use branching on a form, can this be translated into the Customer Insights forms?
Filter Form Fields for Marketing Forms
Currently all fields for either leads or contacts show when creating a marketing form. The only people who know the purpose for all fields are the D365 Admins. Marketers do not always know what fields they should be using when creating a form. When you have enterprise organizations using CIJ w...
Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future. Sincerely, Petr Jantac, Microsoft
Track Web Visitor after Form Submission
Currently, a web visit is only assigned to a known contact if they have previously received an email. In the current version, it is not possible to uniquely identify a visitor and track their further web interactions after a form submission unless they have received an email beforehand.
...
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Petr Jantac, Microsoft |
The ability to hide the display name on Real-time forms
In outbound marketing, we could hide the display name of fields on forms, but this feature is not yet available in real-time forms. Please add this capability.
Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future. Sincerely, Petr Jantac, Microsoft
Always link prefill forms to Original contact GUID (not its duplicate)
When using prefill, the form submission isn't linked to the same contact (guid) on form submission.
For example, when you a) add [contact @ email. com] with guid123 to a segment b) send an email to that segment c) that contact clicks on the email link & submit...
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, Petr Jantac, Microsoft |
Administrator
Thank you for your feedback!
We took your idea into consideration and it has been released as a part of our September 2020 Early Access features.
Here is a link to feature details on collecting form submissions without creating/updating Contacts or Leads.
Sincerely,
Defne
D365 Marketing Product team