Understanding forms functionalities

[jose_rangel]

Dear SAP Community,

I'm testing the forms in a landing page to register new contacts and give them the option to subscribe to a newsletter. After submitting the form, the notification email is sent. If the contact clicks on the confirmation link, he is subscribed to the newsletter. This works fine.

But I'm having some difficulties with the data.

1. I created this simple form (image attached) and first name, last name and email are saved immediately after submitting the form. The information about Title and Company Name is saved only after the contact is subscribed to the newsletter.

2. The Company Name is only saved as "text" and an Account Object is not created for this company. Is it possible to create a new Account Object with these forms?

3. I would also like to add some further logic to the form. If the contact chooses Mr or Mrs. as Title, the corresponding gender should be added as well. I wouldn't like to have a form with the input fields Title AND Gender. Is it possible to do this?

4. The contacts are being imported into the Marketing Cloud with the field Language containing data, even though the input field Language is not on the form. Does the language information is retrieved from the browser configuration?

Thank you

BR Jose

[SCHNEIDERT]

Hi Jose,

1. The other fields you mentioned should also be visible after submitting the form. Can you double-check this e.g. via an OData Call to the Contact API after submitting the form?

2. Unfortunately it is not possible to create a real Corporate Account via forms. So you can only use that CorporateAccountName field.

3. It is also not possible to do a logic like that in your form. The only thing you could do is maybe to create all the input fields and hide then the Gender-field. After that you can try to do the logic afterwards via CSS or JS. But not directly in Content Studio in SMC.

4. When you create a new form, you also provide a language for it. I think the contact language is derived from that.

Hope that helps.

BR Tobias

[jose_rangel]

Hello schneidert

Thank you for the fast answer!

1. I did as you suggested and I didn't find this data in the OData Call either. After the contact subscribes to the newsletter, then we can see the "missing" information. I tested this with fields like "birthday" and "gender" and it is the same. Oddly, fields like Name, Phone Number and Email Address can be seen immediately

2. Do you have any idea or hint for a workaround? This seems to be a major setback here

3. & 4. thank you for this information

Best regards

Jose

[SCHNEIDERT]

Hi jose_rangel,

1. Let me double-check this in our system. I'll get back to you.

2. What do you need to create a Corporate Account via Form in SMC for? Do you need this for integration with SAP Sales Cloud? Therefore I'm actually working on a solution because I also don't want to have IndividualCustomers in Sales Cloud. We already had a solution but SAP changed the system behavior of SMC and also the corresponding iFlow.

BR Tobias

[Former Member]

Hi jose_rangel. In the "standard" landing page implementation (SAP hosted), there is no OOTB functionality to check if a user already registered. Some ideas to check and apply if possible:

1. If you implemented the DOI email using a triggered campaign, add a filter with a live target group excluding the people that already registered.
2. Develop a custom landing page integration downloading the sources from SAP Marketing (HTML, JS and CSS), and develop a custom handler for the submission of the form that could check that (we did that with AWS Lambda).

Let me know if you need more information about any of the options mentioned above.

Regards,

[jose_rangel]

Hello schneidert

I'd have another question. Maybe you have had this case before.

We have a landing page to registers new users. If a registered user comes back to the landing page and gives his information again (maybe he forgot he is already subscribed), the system creates a new "Pre-Confirmation Interaction" for the user and the DOI email is sent again.

Do you know if there is an OOTB way, that the landing page checks if the user is already registered and displays a message like "you are already registered to this newsletter"?

Maybe kunalkumar.bansal or saravana92 have encountered this before?

BR Jose

[SCHNEIDERT]

Hi jose_rangel,

okay, I was able to reproduce your case in my system.

I'm wondering if this "functionality" came with 2005 release and works as designed. I've never seen that before and would surely say the behavior wasn't like that in the past...

But it seems to be correct and some data is only shown after the confirmation.

[jose_rangel]

Hi schneidert

Thank you for testing this in your system. Maybe the colleagues from SAP know about this kunalkumar.bansal ? I will raise a ticket to SAP to ask about this.

About the corporate account, I would think that if a contact fills a field about Company Name that this would trigger the creation of an account object. This way, if this contact qualifies to be sent as a lead, the contact is then also sent with the corresponding account, or do you think that I'm having a wrong reasoning here?

BR Jose

[SCHNEIDERT]

Hi jose_rangel,

you're welcome. First I thought that it has something to do with GDPR Compliance (because Birthday and so on are personal data). But then I think it would be consequent to hide the data again if an Opt-In is changed to an Opt-Out. But I tried and the data stays the same after Opt-Out. So I'm not sure if this really works as it should.

Would be great if you could let us know here when you get feedback from SAP.

Yes, I would say that's how it should work at least when a lead for a contact gets replicated to C4C. But by default it triggers the creation of a individual customer. Since that doesn't work for us, we are working on a solution to write the content of the CorporateAccountName field (or a Custom Field) into the Company Name in Sales Cloud.

[jose_rangel]

Hi schneidert

We received the feedback from SAP and this behavior is the right one when it comes to a double opt-in process. The explanation is show here https://launchpad.support.sap.com/#/notes/2897739

The design is related to the double opt-in process. In the double opt-in process the form does initially create a lean contact only, that does not yet have all details available. The process is driven by the pre-opt-in interaction, 'Pre OptIn for Marketing Permission' for marketing permissions and 'Pre-subscribe to Newsletter' for subscriptions. The pre-opt-in interaction triggers a confirmation email, hence the form initially submits details relevent for the confirmation mail only, like name, communication details and language.

[SCHNEIDERT]

Hi jose_rangel,

thanks for sharing that information! That was also new to me. I probably didn't pay close attention to that in the past.

I will let you know when we found a workaround for the "Corporate Account"-Problem.

BR Tobias