We would like the ability to setup an automatic email send once a Marketing Form is submitted. This involves capturing the data that was submitted, and through the Marketing Form Editor specify an email(s) that would receive a email response when the form is submitted. This email response would contain the form data and the name of the form that was submitted. Example Email Response: To: Marketing Manager, Other Members From: Marketing D365 Admin Subject: [Form Submitted] {FORM NAME} Body: { FORM NAME } submitted on {DATETIME} [ Full Name: John Doe ] [ Email: John@doe.com ] [ Phone: 1234567890 ] [ Comment: Hello please call me back ] This is a must for our company and right now we are attempting a convoluted/ugly work-around that takes time to implement.
Comments
Be able to send a confirmation email (autoresponder) to the person who fills out a form every single time they fill out the form. Currently we have to set this up through a Customer Journey. But a contact can only go through a journey once. So, if they come back to a form again and fill it out again, they will not get a confirmation email.
The confirmation email on any form should be sent to the responder every single time they fill out the form, no matter how many times they fill it out.
This is standard form/marketing automation functionality.
Category: Marketing Pages, Forms, and Surveys
Problem: Currently if a form submission fails after the user has hit 'submit', this is recorded and shown with the form submissions. We only see it if we go into the form submissions; so we may miss that there are failed submissions, because we are likely not going into form submissions everyday, especially if we have set up journeys to process our form submissions.Suggested solution: include in form set-up options (per form preferably, or globally) a user who can be notified when a form submission fails. That way they know to go and check and handle the failure.Alternatively, provide help information enabling the user to set up their own notifications using power automate by advising what table the failed submissions are recorded to.
Category: Marketing Pages, Forms, and Surveys
At the moment, for EVERY Form we created, we have to manutally create 2 workflows to notify staff that a form has been submitted. This is CRAZY! ClickDimensions has had, for years, an 'Actions' tab that asks you what should happen when a form is submitted, ie, 'Email X staff members', 'Send an Email to the person who submitted the form'; etc, etc.
This isn't rocket-science, and it's a MAJOR oversight on Microsoft's behalf. Users shouldn't have to create Workflows, Customer Journeys, and/or anything to simply get notified when someone submits a form! It's a given that the person running a campaign wants to know if someone has signed up for something, submitted a form, whatever. The Form's Task Pane should have 3 tabs, like, ClickDimensions:
TOOLBOX | PROPERTIES | ACTIONS
The Actions tab should have different options for what has to happen when a Form is submitted: Email the Owner of the Record; Email the Owner of the Form; Email the person who submitted the form to thank them; etc, etc, etc.
Category: Marketing Pages, Forms, and Surveys
Agreed! This is basic functionality in many marketing automation platforms. Constantly being requested by my 40+ person marketing team. Please add this!
Category: Marketing Pages, Forms, and Surveys
Are there any news on this?
Right now there is only possibility to send out a notification to user only when the contact is created through the form. I have looked everywhere, but couldn't link Marketing form submission to Marketing form TO contact and the data on the submission. This would be really helpful, especially because we have contacts, who fill out multiple forms (different types) and would like to be notified, when they do.
It is a must for a marketing platform.
Category: Marketing Pages, Forms, and Surveys
I implemented a version of this by adding a "Thank you Email" option and a flow that took about 15 hours to write.. Really this should be base functionality.... To many whitepaper & thank you email type senarios that are NOT double-opt-in but legit uses for this behavior to not exist.
Thanks
Category: Marketing Pages, Forms, and Surveys
I second this.
Category: Marketing Pages, Forms, and Surveys
We also really need this notification messages in our organisation (higher education), to inform the staff at the different faculties of our university.
Category: Marketing Pages, Forms, and Surveys
In Addition,
Currently the only way to view "Form Submissions" is under the Insights tab on the Marketing Form itself. However this view is not very user-friendly, and the entity is not accessible. Meaning, I cannot create a workflow on form submissions because the entity data doesn't exist. I think that the form submissions should be its own entity that can be queried on the "Advanced Find" and this would also consequently give a simple and good solution for a workflow to solve my main request.
Category: Marketing Pages, Forms, and Surveys
Administrator on 10/4/2024 2:45:43 PM
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