Overview of Customer Insights - Journeys forms
Important
Dynamics 365 Customer Insights - Journeys may transfer customer data outside of the selected Azure geographic location when using the following features that use Azure CDN (content delivery network) to operate globally:
You can still execute marketing campaigns without using such features by hosting your assets and forms in a content management system of your choice.
A marketing form is an inbound communication channel that allows your customers to register for newsletters, ask for quotations, etc. The form is defined by a set of input fields arranged into a form layout.
Each marketing form is made from a collection of fields, buttons, graphical elements, and a few configuration settings. Each field included in your form is linked to an attribute of an entity in Dynamics 365 Customer Insights - Journeys.
The Customer Insights - Journeys form editor allows you to easily and quickly create and publish forms. You can choose a template or start from scratch. You can also design form content using drag-and-drop elements and preview options. Once your form is ready, you can publish the form in one quick step.
Important
There's a limit of 2,000 requests/minute per org. The request limit includes visits, lookup, CAPTCHA, and form submission. The limit allows around 100 to 500 submissions/minute, depending on the form.
Comparison of Customer Insights - Journeys and outbound marketing forms
- The main difference between Customer Insights - Journeys and outbound marketing forms is that Customer Insights - Journeys forms can update only one entity (typically a Lead or Contact). Targeting a single entity makes the form configuration and maintenance easier and it allows you to build properly targeted journeys.
- There's no need to create custom fields for Customer Insights - Journeys forms. All entity attributes are already available as fields to be used in a form. That includes all custom attributes you created for your lead or contact entities.
- You're no longer required to create a form page to embed your form into a web page. You can generate the form embedding code snippet with one action.
- Published Customer Insights - Journeys forms are hosted on Content Delivery Network (CDN), which significantly reduces the form load time for the page visitor.
- Journey orchestration: Use the "Marketing Form Submitted" trigger for journeys based on Customer Insights - Journeys forms. The trigger for outbound marketing forms has been renamed to "Marketing Form Submitted (Outbound)".
- It's not possible to edit outbound marketing forms in the Customer Insights - Journeys form editor and vice versa.
Form types comparison
The following table summarizes the types of forms currently available in Customer Insights - Journeys. More form types will be available soon.
| Form type in outbound marketing | Form type in Customer Insights - Journeys |
|---|---|
| Landing page form | Marketing form |
| Subscription center form | Preference center (will be available as part of Consent configuration) |
| Event registration form | Create event registration forms through real-time marketing event management |
| External form submission capture | Capture submissions to existing forms using real-time marketing form capture |
| Refer to friend | N/A |
Security notice
Security is an important aspect of forms. Dynamics 365 Customer Insights - Journeys takes the following precautions to avoid any security risks:
- The Customer Insights - Journeys app accepts form submissions only from domains allowed for external form hosting. This security precaution applies for both forms and form capture.
- Forms can be rendered only on domains allowed for external form hosting.
- The out-of-box domain for forms hosted as a standalone page is enabled for external form hosting by default. Learn more
- To avoid form submissions by bots, you should protect forms with a captcha. The form editor includes an out-of-the-box captcha option, but you can use any other third-party captcha service to improve the user experience. Learn more
- The Customer Insights - Journeys app infrastructure contains necessary precautions to minimize the consequences of a possible DDoS attack. To prevent DoS attacks, there's a limit of 2,000 requests/minute per org. The request limit includes visits, lookups, CAPTCHA, and form submissions. The limit allows around 100 to 500 submissions/minute, depending on the form.