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Use forms in your landing pages lp-forms
To capture profile data with your Journey Optimizer landing pages and enrich your Experience Platform datasets, you can leverage forms in your landing pages.
Create a form preset create-form-preset
Before being able to create a form, you need to create a dedicated preset where you select the connection endpoint where form submission data is sent, and the dataset where the data captured through the form will be stored.
Once data lands on the streaming endpoint, it is linked with the dataset information. Using the generated source/target connections and source flow, the data is then pushed into the dataset.
When creating a preset:
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You can set up multiple presets using different combinations of datasets and streaming connections.
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The same dataset or streaming connection can be reused across multiple presets.
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Each streaming connection automatically generates resources such as:
- Source connection – where the data originates.
- Target connection – where the data is stored or consumed.
- Source flow – the pipeline that moves data from the source connection into Experience Platform, handling mapping, transformation, and validation.
To create a form preset, follow the steps below.
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To access the Form presets inventory, select Administration > Channels >Form settings from the left menu.
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Click Create form preset.
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Update the name to retrieve it more easily and add a description if needed.
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Select the Streaming connection to use for that form. This is the streaming endpoint where data is sent upon submitting the form.
note note NOTE Learn more on creating a streaming source connection in the Experience Platform documentation. -
Select a Dataset to link with the form. This is where the form responses will be stored and reflected. You can type to search a specific dataset or select it from the list.
note note NOTE Currently only 51ºÚÁϲ»´òìÈ Experience Platform datasets are available for selection. One dataset can be selected at a time. Learn more on datasets -
Click Publish. Your preset is now ready to be used in a form.
Access and manage forms access-forms
To access the form list, select Content Management > Forms from the left menu.
All the existing forms are displayed. You can filter forms based on their status, creation or modification date.
Create and design a form create-form
To create a form, follow the steps below.
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From the Forms list, click Create form.
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Add a name. You can add a description if needed.
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Select a Preset that contains the connection to be used and a predefined dataset for your form. Learn how to create a form preset
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Click Create. The form designer opens, which enables you to add structures and content components to build your content. You can use Text and Field components.
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To capture profile data and attributes, add specific fields to your form. Learn more
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Configure and design these fields. Learn more
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You can adjust the form’s layout, styling and dimensions as needed using the Styles pane. Learn more on styling
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Once you configured all the fields, click Save & close.
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Configure the Thank you page. Learn how
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Publish the form to make it available for selection in landing pages.
Define specific fields define-fields
To add specific fields to your form, drag and drop a structure into the canvas, and drag a Field component inside.
Then select one of the following options:
Use this option to select an attribute based on the dataset schema linked to your form.
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| The dataset is defined in the preset selected for your form. Learn more |
For example, you can set the Email and Person ID. When users fill in these fields, the information entered is saved to the selected dataset.
To map the collected data with a Profile, select a profile identity field. The identity fields are marked as Required in the attribute list - you can filter on them.
With this option, you can just define a free field without mapping it to a field in the linked dataset.
Configure and design a field configure-fields
Once you selected a field attribute or added a custom field, you can further adjust its details as well as its behavior upon submitting the form.
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In the Field details section of the Content tab on the right, you can specify the following elements as needed:
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Adjust the Label to make it clear for the recipients of your form.
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Change the Field type according to your needs. It can be a checkbox, currency, date, slider, URL, etc.
note note NOTE The other field details may vary according to the selected field type. -
Add a Placeholder.
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Specify Instructions.
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Enter a Default value which will be displayed before the users of your form fill in the field.
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You can define a custom Validation message.
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Set a Maximum length. An error message displays if the recipients of the form exceeds the limit when filling in the field.
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In the Field behaviors section, you can define the following:
- Select Required to make this field compulsory. If users do not fill in the field, they cannot submit the form.
- Select Sensitive to make the field case-sensitive.
- Select Prefilled Enabled to populate the field from the profile information if available.
- Select Enable input mask to replace users’ input with generic characters. You can use 9 to mean any number, a to mean any letter, or * to mean any number or letter.
Configure the Thank you page thank-you-page
Back in the form details, from the Thank you page section, configure what happens when a user fills out the form.
Set up one of the following actions:
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Stay on page - This option keeps the visitor on the same page when the form has been submitted.
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Landing page - Select a published landing page to which the user is redirected after submitting the form.
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External URL - Enter the full URL you want as the follow-up page. Once the user has submitted the form, they are directed to the URL specified.
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Conditional redirect - Set up rules to dynamically show different follow-up actions based on the form responses.
You can define a rule for each specific audience. For example, you can display a specific landing page for US residents, another page for Canada residents, and so on. Finally, set up a default action for users who do not fall in any rule that you defined.
note note NOTE The conditions defined in a rule are read sequentially. 
Edit a published form edit-form
Once a form is published, you can still edit it. Follow the steps below.
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Access the form list and select a published form.
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Click the Edit form button.
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A new version of the form is created with the draft status. Click Create draft version.
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Update the form as needed and click Save. The form has now the Published (with draft) status:
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The current version continues to have the Published status, until you publish the updated version.
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The updated version has the Draft status.
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Back in the form summary, you can navigate between the two versions of the form.
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In the Draft section, you can either publish or discard the draft, as well as edit the details or content of the form.
Leverage the form in a landing page leverage-form-in-lp
You can now embed this form into a landing page in order to capture data corresponding to the attributes you defined in the form, and save it into the selected dataset. Follow the steps below.
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Create a landing page. Learn how
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Select Data Capture as the landing page type and click Create.
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Configure the primary page. Learn how
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Open the landing page designer.
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Drag and drop a Structure component into your content. Drag and drop a Form component into that structure.
note note NOTE Only published forms can be selected in a landing page. -
In the Embed form section, select the form that you created.
note note NOTE You can update the selected form using the Edit form button. The form opens in a new tab. The steps to edit the form content are detailed in this section. -
In the Follow up type section, configure what happens when a user fills out the form:
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Choose Form defined to select the action that was defined in the embeded form. Learn more
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You can also select a published landing page to which the user is redirected after submitting the form.
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Or define an External URL as the follow-up page where users are directed when they submit the form.
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Save and test your landing page. Learn how
Once your landing page is published and used in a journey, when users fills in the form, the information entered is ingested into the selected dataset.