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Market to Your Customers with Account Engagement
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            Capture Leads with Forms and Form Handlers

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            Capture Leads with Forms and Form Handlers

            Account Engagement offers a few ways to collect visitor information and create identified prospects. Design and manage hosted forms using the Form Wizard. Or, funnel data from external forms into Account Engagement with a form handler. Enhance your customer’s journey by directing prospects to a form embedded on a custom landing page.

            Required Editions

            Available in: All Account Engagement Editions
            • Hosted Forms Versus Form Handlers
              Forms and form handlers are different. You design and manage hosted forms in Account Engagement. Form handlers connect your external forms so that you can funnel prospect information into Account Engagement. Review the features to determine which form type you want to use.
            • Create a Form
              To create and host a marketing form in Account Engagement, use the Form Builder.
            • Add a Form to Your Website
              If you don’t want to use an Account Engagement landing page to host your marketing form, you can place a form on your website using an iframe.
            • Prospect Fields
              Account Engagement includes a set of standard prospect fields to gather information. You can also create custom fields to capture information tailored to your needs. You can configure fields globally and on a per-form basis.
            • Bot Protection and Forms
              Online forms are easy targets for bots and can fill your database with spam prospects. Choose from built-in and optional solutions for bot protection. You can turn on reCAPTCHA for marketing forms and landing pages to limit the number of spam submissions, but its protection doesn’t eliminate all spam.
            • What Is Kiosk / Data Entry Mode?
              Typically, a prospect’s form submissions are related to a prospect record via a unique browser cookie. However, sometimes you don’t want to cookie every visitor because it can cause one prospect’s information to be related to another prospect’s cookie. For example: you want to manually enter prospect data into a form from a signup sheet or have prospects fill out forms at a tradeshow booth.
            • Customizing Forms
              To create hosted forms in Account Engagement, use the form wizard. For more control over your form’s look and feel, use layout templates and customize your form code.
            • Testing Forms
              To test a hosted form, open it in a browser and complete it like a prospect does. When you’re testing forms, keep these considerations in mind.
            • Including Forms in Emails
              Rather than embedding a form in an email, provide a link to the form.
            • Form Handlers
              Form handlers are an alternative to hosted forms that you create in Account Engagement. You can use a form handler to integrate your third-party or custom forms and track submission data.
            • Gating Content with Forms
              Gated content requires visitors to submit a form to access resources, such as a white paper. It’s a great way to convert visitors to prospects. You can gate content that’s hosted with Account Engagement and content hosted elsewhere.
             
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