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Ability to set a Source Campaign on a RTM Form

Michelle Moore on 5/29/2024 2:41:44 PM

Currently it's not possible to set the Source Campaign on new Leads created by a RTM Form.

We require our Sales Team to convert these newly created Leads into Opportunities and currently they need to set the source campaign manually.

Category: Marketing Pages, Forms, and Surveys
STATUS DETAILS
Completed
Ideas Administrator

Administrator on 6/4/2024 8:31:54 AM

Hi,

You can add the lead Source campaign as a form field and set it as hidden. This allows you to set a default source camapign for your RTM form or you can have a custom JavaScript logic that sets the source campaign dynamically.

Petr Jantac

Microsoft