---
schema_version: "1"
id: fc00aa1da725466c14b1b92e18cb22e1e5111e167987eb3009145d6018517023
title: Onboard a Retail Customer with an Interactive Email Form
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_overview_pm_retail_onboarding.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_overview_pm_retail_onboarding.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5623995686c383d2ef5857e0b2b980ab5502222b7a13d6213c6638b192aeb0e7
description: 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.
products:
  - Marketing
  - Marketing Cloud Engagement
release: "264"
---
# 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.

Before you start, enable the [email form block](https://help.salesforce.com/s/articleView?id=mktg.mc_ceb_interactive_email_form_block.htm&language=en_US) in Content Builder and deploy the [deploy](https://help.salesforce.com/s/articleView?id=mktg.mc_overview_deploy_industry_solution.htm&language=en_US) the Retail Onboarding solution.

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](https://help.salesforce.com/s/articleView?id=mktg.mc_cab_best_practices.htm&language=en_US).
    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.

#### See Also

- [Industry Solutions Set Up Resources](https://help.salesforce.com/s/articleView?id=mktg.mc_overview_pm_solutions_resources.htm&language=en_US)
- [Interactive Email Form Client Support](https://help.salesforce.com/s/articleView?id=mktg.mc_ceb_interactive_email_form_client_support.htm&language=en_US)
- [Interactive Email Form FAQ](https://help.salesforce.com/s/articleView?id=mktg.mc_ceb_interactive_email_form_faq.htm&language=en_US)