Forms & Landing Pages

In this workshop, you will create an email newsletter signup form to capture new Leads in Salesforce CRM skip creating Lead records if a matching record already exists, then publish the form on a landing page.

Create Form

Campaigns include several quick start campaigns for common marketing use cases. In this exercise, you will create a signup form campaign that automatically creates and connects a form and flow for you.

1. Click the Campaigns tab from the Marketing app.
2. Click New.
3. Select Parent Campaign and click Next.
4. Enter Newsletter Signups in the Campaign Name field.
5. Click Save.
6. On the Signup Form card, click Select.
7. Click Edit in the Start Trigger section.
8. Default form fields are displayed. For this form, you won't need an phone number, so select the Phone Number form field, then click the trash icon and click Delete when prompted.
9. Click Save.
10. Click the back arrow in the top left corner of the page to return to the Campaign page.

Edit Flow

The campaign flow has automatically been created with common elements. In this exercise, you will review and customize the flow elements for your campaign.

1. In the Next Steps section, click Open Flow to launch Flow Builder.
2. Click on the Create Records element. The fields have already been mapped to the form fields. As this form doesn't use the Phone field, click the trash icon to remove the field.
3. In the Check For Matching Records section, enable the toggle icon.
4. Click Search fields... then type email and select the Email field.
5. In the Value field, select Associated Form, then type email to select the Email Address field.

5. Set the option If a single matching record exists to Skip the matching record.
6. Set the option If multiple matching records exist to Skip all matching records.
7. Click the Create Consent element.
8. In the Create Consent panel, change the Consent Status to Opt-in.
9. In the Contact Point 1 section, select Associated Form then click Email Address.
10. In the Channel menu, select Email.
11. In the Communication Subscription Menu, select Product Announcements that you created in the Campaign Creation workshop.
12. Click Save.
13. Click Activate, then click Activate in the Activate this flow? dialog.
14. Click the back arrow in the top left corner of the page to return to the Campaign page.

Form Publishing

The form will be published automatically once the flow is activated.

Preview Landing Page

Now you can capture user information on a form, you will need to add it as a component on a landing page.

1. Click the Newsletter Signups Page link in the campaign flow to open the landing page.
2. Preview the sample landing page which includes the form you customized earlier.
3. Optionally, click Edit to launch the page editor and apply any changes to the page, then click BB and click the back arrow in the top left corner of the page to return to the landing page.
4. Click Publish to publish the landing page and assets used by the page.
5. In the Publish Content dialog, click Next, then click Publish Now.
6. Click on the URL tab.
7. Click on the Public URL link to view the page.
8. Enter values in the form field and click Submit.

View Lead Record

1. From the Marketing App, click on the Leads tab.
2. You should see the new lead created in the List view.

You did it!

You’ve created a form and landing page in Agentforce Marketing.