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Create a Form Handler

To post data from third-party forms back to Account Engagement, configure a form handler.

Required Editions

Available in: All Account Engagement Editions
User Permissions Needed
To create a form handler: Account Engagement Administrator or Marketing role
  1. Open the Form Handlers page.
    • In Account Engagement, select Marketing | Forms | Form Handlers.
    • In the Lightning app, select Content and then select Form Handlers.
  2. Click + Add Form Handler.
  3. Name the form handler.
  4. Select a folder.
  5. Select a campaign.
  6. If the data from the form is forwarded to another service, enable data forwarding to success location.
  7. From the Success Location dropdown, select where to redirect prospects after form submission.
    • To return prospects to the page that contains the form handler, select Referring URL.
    • To enter another web page or to forward the prospect data to another database, select Specific URL.
  8. From the Error Location dropdown, select where to redirect prospects if an error occurs.
  9. Add completion actions.
  10. Add and map form fields.
    1. Click + Add New Field.
    2. For External Field Name, enter the name attribute from your external form field’s input tag.
    3. Repeat for each field on your form.
      The external field name is case-sensitive.
    4. Select the related prospect field, and select a data format.
    5. Save your changes.
  11. Click Create form handler.

After you create the form handler, integrate it with your form.