Response Pages
View a walk-through of Response Pages in the emfluence ClickLearn section here.
Response Pages are only used in landing pages that contain a form. If your landing page contains a form, you will need to choose what action happens after the form is submitted. You can either redirect the page to another URL (such as your own website) or you can create a response page to match the look of your original page. If you are choosing to pass on to a separate emfluence landing page for a multi-page form or survey you will want to check the box to Pass tracking variables to the new URL.
The default option is to open the page in the same window, but if you are iframing the form in a page and want the entire page (not just your iframed section) to refresh, you may want to tack advantage of the Parent Window option.
If you wish to direct someone to a URL that already exists (such as a page on your website) you can past the URL in the field. Otherwise, you can choose to create a response page which will load after the contact clicks the submit button on the form.
When choosing the option to create a page, you will get the same menu options you saw when creating your original page. If you choose Drag and Drop, you will also be given the choice to Copy from Current. This option will make a copy of your original landing page to start with (complete will all of your content, fonts, etc.). If you chose this option, just make sure to remove your form on the response page.
Notification Emails
If you, or someone in your company, wants to know when a form has been submitted to can choose to add their user under Notification Emails and customize the subject line of the email. NOTE: The user must have the Landing Page conversion notification enabled on their user to receive these types of notification emails.
Anyone added under "All notifications emails" will be sent a notification for every single submission. If you would like for a user to only receive notifications for certain submissions, you can use the "Conditional notification emails" option instead. To add one, click +Add Condition and then create the query and choose your user. Only submissions that match the query will trigger notifications to that user.
NOTE: If your form is collecting a large amount of PII information, you may want to consider whether it is appropriate to have that shared over email. Also, if you think your form may be hit by several entries, you may not want an individual notification email for every entry to show up in your inbox.
Data Processing
By default, data on a form will be saved to the platform. However, there are other options available. You can use the options to post data to a custom URL (that URL must be able to read and receive the information as it is sent), post to both a custom URL and the platform, and post to the platform and to Microsoft Dynamics (this option only applies if you are using emfluence's Dynamics integration and you are syncing pages).On any Landing Page you want to sync to Dynamics, you can use the options under Data Processing to save both to the platform and Microsoft Dynamics (a Datverse connection must be set up and running for this to work correctly and only fields that have been set up to sync, and have been given an explicit location for us to write to, can be passed to CRM). A separate entry is available if you wanted to post the data to some other outside source.
For Dynamics, you will also need to set up additional Microsoft Dataverse Settings. If you have set up multiple entities such as Leads and Contacts you must choose here if the entry will be inserted as a Lead or a Contact. If you have only synced a single entity, that will be the only entity available. Also you must decide whether or not the entry is always created as a new record or if we attempt to first connect to an existing data record (of that entity type) in Dynamics. NOTE: If you choose to try and match an existing record, the oldest Dynamics record will be chosen if more than one record has that email.
You also need to decide what to do with blank entries for non-required fields. The default on a form is to ignore blank values so they won't overwrite content that exists on the record (for example, someone leaves the First Name field on a form blank but you previously had a value for First Name for them). You can choose to overwrite with blank values if you wish. The default is to also not unsuppress form contacts. However, if the form is one enabling contacts to resubscribe to a newsletter, etc., you may want to allow that suppression flag to be reset.
Contact Owner will default to the owner of the page. Any new contacts that come in via the form will have this user listed as their owner. However, you can reset this by choosing a different user from the dropdown.
