If you’re a Salesforce Marketing Cloud/ExactTarget user, you probably use data extensions to manage your lead and customer data. To capture lead information, you have several options:
- Use Marketing Cloud Smart Capture forms
- Build your own HTML forms
- Use third-party form builders
This quick tutorial will show you how to write to a Marketing Cloud data extension from a form.
The video below demonstrates how you can submit to data extensions from the forms that you create with Digioh’s drag-and-drop form builder, or you can keep scrolling to read the instructions for yourself.
Step 1: Create a new integration
Step 2: Select “API form post”
The post URL is based on your instance ID. You can tell by looking at your login URL.
For example, if your instance ID is s7, then the post URL is http://cl.s7.exct.net/DEManager.aspx (If it was s4 it would be http://cl.s4.exct.net/DEManager.aspx and if it was s1 it would be http://cl.exct.net/DEManager.aspx).
Step 3: Map your form fields to your data extension fields
The following fields are always required for a post request to a data extension:
_deExternalKey (this will be the External Key from SFMC)
_action (this will always be mapped to "add")
_returnXML (this will always be mapped to "0")
_successURL (this can be any URL, an example would be http://digioh.com/success)
_errorURL (this can be any URL, an example would be http://digioh.com/error)
_clientID (this will be the Client ID in your SFMC account)
submit (this will always be "Submit")
Subscriberkey (this is typically mapped to "[EMAIL]"
Step 4: Create and map custom fields
If you want to collect custom data in your forms, you can create fields in SFMC, and then map those fields to your form.
For example, you can create a FirstName field in SFMC, and then map that to [FIRST NAME] in Digioh. Digioh will then dynamically pass that data to your FirstName field. Digioh also automatically collects 20 analytics fields, which you can then capture in your SFMC data extensions:
For example, you could create a Country field in SFMC that will map to Digioh’s dynamic [COUNTRY] field.
Note: if you’re adding multiple custom fields, try to make sure that only the email field is required. Otherwise, if there are any issues obtaining a value for any of the dynamic fields (e.g. country), your form won’t submit and you won’t end up collecting any data.
Step 5: Add the integration to your form
In Digioh, you just go to Form Editor Integrations tab, and select your new integration from the drop-down menu. Add in all your form fields, and customize the look and feel of your form by dragging and dropping.
If you’re concerned about GDPR compliance, Digioh can pass your data directly to SFMC in real time. Digioh can also:
- integrate with your SFMC/Exacttarget lists
- trigger Journeys and shopping cart abandonment campaigns
- upsert your data (to prevent duplication of data)
You can read more about Digioh’s marketing cloud form builder, and feel free to reach out with any questions (even if you’re not using Digioh forms)!