Onboard a Retail Customer with an Interactive Email Form

When onboarding a customer, gather profile and preference data by embedding an interactive form in an email. The recipient can respond and submit the form without leaving their inbox.

1. Customize the data extensions to gather the data that you want from your customers. Data retention settings for these data extensions aren't enabled because these data extensions contains data that’s persistent over time. Review Contact Delete Best Practices.
   1. In Contact Builder, select Data Extensions | Retail | Onboarding.
   2. Select the Customer Profile data extension and add or update the fields. If needed, rename or move the data extensions or folders.
   3. Select the Subscription Status data and extension and add or update the fields.
   4. Use Automation Studio or another process to regularly add your new customer data to these data extensions.
2. If needed, rename the attribute group to organize the data model in Contact Builder.
   1. In Contact Builder, select Data Designer.
   2. Select the attribute group Industry Solutions - Retail - Customer Profile and Preference.
3. Specify the text to send if a subscriber’s email doesn't support interactive forms.
   1. In Content Builder, select Industry Solutions | Retail | Onboarding | Content Blocks.
   2. Select the Progressive Profile Form Fallback Text content block and customize the content.
   3. If needed, rename or move the content block and folders.
4. Specify the text that subscribers see when they successfully submit the form.
   1. In Content Builder, select Industry Solutions | Retail | Onboarding | Content Blocks.
   2. Select the Progressive Profile Form Submission Confirmation Page Content content block and customize the content.
   3. If needed, rename or move the content block and folders.
5. Specify the landing page displayed upon form submission.
   1. In CloudPages, select Industry Solutions | Retail | Onboarding.
   2. Select the Onboarding Form landing page and use the instructions in the template to customize and test it.
   3. Click Schedule/Publish, and then click Publish Immediately.
   4. If needed, rename or move the landing page and folders.
6. Specify the questions to include in the form.
   1. In Content Builder, select Industry Solutions | Retail | Onboarding | Content Blocks.
   2. Select the Progressive Profile Form content block and customize the content.
   3. If needed, rename or move the content block and folders.
7. Customize your journey.
   1. In Journey Builder, select Industry Solutions | Retail | Onboarding.
   2. If needed, rename the journey and reconfigure the entry source.
   3. Set the schedule and reconfigure the goal criteria.
   4. Customize and test the emails in the journey.
   5. If needed, reconfigure the Engagement Split, Decision Split, and Update Contact activities and click Save.
   6. Validate and activate the journey.