--- schema_version: "1" id: 597f9bdfea3b31cca7b274521b1d76d7fbbfc3904e0a9977b51bdaa0a7d0ba61 title: Create and Manage Forms in Marketing Cloud Next collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_content_form_create.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_content_form_create.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f7bb50737d26541a0de6a9a462ec90b9ca55b2ac186954ce1189e224e0529812 description: To capture user information, create a form and add it as a component on a landing page. Landing pages and forms are connected together with a campaign and flow. We recommend that you use a signup form campaign because it automatically creates and connects a form and flow for you. products: - Marketing release: "264" --- # Create and Manage Forms in Marketing Cloud Next To capture user information, create a form and add it as a component on a landing page. Landing pages and forms are connected together with a campaign and flow. We recommend that you use a signup form campaign because it automatically creates and connects a form and flow for you. ### Required Editions [View supported editions](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&release=264.0.0&type=5 "Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only.").
User Permissions Needed
To create a form on a landing page:

Marketing Cloud Manager permission set

AND

Any CMS workspace contributor role
To publish a form and landing page:

Marketing Cloud Manager permission set

AND

A CMS workspace contributor role of content admin or content manager
To create and publish a form that uses data source fields:

The previous permissions

AND

Modify All Data permission for the data source object, for the object fields on the form, and for the record type selected for the data source object
When using a dropdown component on a form, you can’t map options to picklist values in Salesforce Setup. To create a dropdown component on your form, add a data source, and manually enter the picklist options. Each form requires at least one input component and one button. If you remove a field from the default form that's included in a campaign and want to restore it, add the Lead object as the data source and add the affected fields again. #### See Also - [_Knowledge Article:_ Multi-Picklist Fields Not Available in Marketing Cloud Next Forms and Form Handlers](https://help.salesforce.com/s/articleView?id=005388165&type=1&language=en_US) ## 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](https://help.salesforce.com/s/articleView?id=data.c360_a_profile_explorer.htm&language=en_US) 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](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_form_hidden_fields.htm&release=264.0.0&type=5 "Enhance data collection without compromising user experience with short forms that are easy to complete. Use hidden fields to gather contextual data behind the scenes, or add default values in visible fields to speed up form completion. Hidden fields and default values are available on the Checkbox, Dropdown, Number, Plain Text, and Text Area input components.") 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. - . 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](https://help.salesforce.com/s/articleView?id=mktg.mktg_campaigns_working.htm&release=264.0.0&type=5 "When you create a marketing campaign, the first task is to decide what flow to start with. You can add more flows to your campaign as you go and each flow can be as simple or as complex as you need."). 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. See [Protect Forms with reCAPTCHA](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_form_lp_recaptcha.htm&release=264.0.0&type=5 "Protect your marketing landing pages with forms from bots, fraudulent activities, spam, and abuse with Google reCAPTCHA. The Google reCAPTCHA v2 integration evaluates visitors' reputations and shows a reCAPTCHA to suspicious actors. It's available only for marketing landing pages with forms, and it doesn’t apply to LWR sites or other sites built from templates."). ## 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 ![dropdown icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/resources-global/_corporate/images/dropdown.png) 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 ![dropdown icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/resources-global/_corporate/images/dropdown.png) 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. After you unpublish a form, the form reverts to draft state and the flow is deactivated so that you can delete both assets. If you want to edit and republish the form, you must save the flow as a new version. If a form has multiple published versions, the latest published form version is used when the form displays on a landing page. You can find older versions of a form on the form’s content detail page. #### See Also - [Marketing Cloud Next Content Types and Statuses](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_status_ref.htm&release=264.0.0&type=5 "An item’s status indicates whether the content is ready to use in a campaign. Understand what each status means and how it relates to your marketing campaigns and flows.") - [Brand Your Content in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_brand.htm&release=264.0.0&type=5 "Apply a consistent look and feel, and build trust across your marketing content, while grounding the content that your Agentforce agents generate.")