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...

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Category: Marketing Pages, Forms, and Surveys (128)

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List-based Double Opt-in


Hi Microsoft, Thanks for the Form-based Double Opt-in! It does alleviate some nuisances with complying to GDPR. However, some scenarios are still not obtainable through OOB functionality without customizing the system. Here i'm mostly thinking about managing Double Opt-in on forms that has oth...

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Category: Consent and Compliance (27)

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Reintroduce the "time frame" setting for Smart Scheduling in Customer Journeys


Hi Microsoft, I'm suggesting that you revisit the Smart Scheduling functionality within the Customer Journey, as I have reason to believe that previous updates has decreased the functionality and usability of this action. Below i'll highlight how and why. 1) Previously, you were able to determi...

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Category: Customer Journey Design (97)

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