Create a Form Handler
To post data from third-party forms back to Account Engagement, configure a form handler.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To create a form handler: | Account Engagement Administrator or Marketing role |
-
Open the Form Handlers page.
- In Account Engagement, select Marketing | Forms | Form Handlers.
- In the Lightning app, select Content and then select Form Handlers.
- Click + Add Form Handler.
- Name the form handler.
- Select a folder.
- Select a campaign.
- If the data from the form is forwarded to another service, enable data forwarding to success location.
-
From the Success Location dropdown, select where to redirect prospects after form
submission.
- To return prospects to the page that contains the form handler, select Referring URL.
- To enter another web page or to forward the prospect data to another database, select Specific URL.
- From the Error Location dropdown, select where to redirect prospects if an error occurs.
- Add completion actions.
-
Add and map form fields.
- Click + Add New Field.
-
For External Field Name, enter the
nameattribute from your external form field’s input tag. -
Repeat for each field on your form.
The external field name is case-sensitive.
- Select the related prospect field, and select a data format.
- Save your changes.
- Click Create form handler.
After you create the form handler, integrate it with your form.
- Integrate a Form Handler with a Form
After you’ve created a form handler, integrate it with an external form to track submissions in Account Engagement.
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