Create and Manage Forms in Marketing Cloud Next

Create a Form

1. Create a form.
   • On the Campaigns tab, create a signup campaign. Then, on the campaign record, next to Start Trigger, click Edit.
   • On the Content tab, open your preferred marketing workspace. Select Add | Content | Form.
   • From a flow, click Edit in the Start element. On the Form card, click the action menu and select Edit.
2. Add or move components to create the layout that you want.
3. To include fields that relate to Salesforce records, configure a data source.
   1. On the Fields tab, click Add Data Source.
   2. Give your data source a name without spaces.
   3. Select the Salesforce Record data type, and then select an object and a record type.
   4. Save the data source.
   5. Expand the available fields, and drag the object fields onto the canvas.
4. To include fields that store data in a unified profile instead of a Salesforce object field, use one of these input components: Checkbox, Dropdown, Email, Phone Number, or Plain Text.
5. To include hidden fields or default field values on a form, use one of these input components: Checkbox, Dropdown, Number, Plain Text, or Text Area.
   • To hide a field, select Hide this field.
   • Set a default value in the Default Field Values section of the property panel.
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6. If needed, assign a brand to the form.
   When a form appears on a marketing site, it inherits the branding of its landing page if the landing page’s assigned brand is different. Branding that you assign to a form is preserved when the form appears on an external site.
7. To customize the form’s colors, layout, and other style properties, select the Style tab.
8. In the Form Submission section of the configuration panel, select what happens when a visitor submits the form.
9. Save the form.
10. Make sure that the form is related to a flow.
    • If you created the form via a signup campaign, the form is already related to a flow.
    • To generate a form-triggered flow that uses your form, expand the Flow section and click Create a Flow.
    • To add the form to an existing flow, open the Start element of a form-triggered flow, and assign the form to that flow.
11. If needed, relate the flow to a campaign.
12. Save the form again.
13. When you’re ready to publish the form and its flow, click Publish.

Add reCAPTCHA to Forms

To protect your forms from suspicious activity, ask a Salesforce admin or marketing admin to add the reCAPTCHA integration to your marketing sites. The Google reCAPTCHA v2 integration is available only for marketing landing pages with forms. When the integration is enabled, reCAPTCHA is automatically displayed on every form you create.

Unpublish a Form

Remove customer access to a form by unpublishing it. When you unpublish a form, its flow is also deactivated, and the Submit button no longer works. In the unlikely event that you unpublish a form at the same time as someone clicks Submit, that submission is completed and their form data is saved.

1. From your marketing workspace, open the form that you want to unpublish.
2. On the form’s content detail page, click and select Unpublish.
3. Review the Usage Info tab, and disconnect the form from its related landing page.
   • To unpublish a landing page, open the landing page record, click and select Unpublish.
   • To remove the form from a landing page, open the landing page, click Edit, and then remove the Form component from the canvas. Save your work, and then republish the landing page.
4. Refresh the form page, and click Unpublish again.
5. For a form that’s related to multiple landing pages, repeat steps 3 and 4 until the form is completely disconnected.