Understanding Individuals and Form Submissions

In Marketing Cloud, when a form is submitted, an Individual record is created. This record can be linked to a Lead, Contact, or Prospect, but it also exists independently. The issue arises when trying to view the submitted data, as it may not be immediately visible in the Individual record.

To capture the submitted data, one approach is to create a Lead, Contact, or Prospect in the Flow related to the form. This will allow you to see the data in the corresponding report. Alternatively, you can create a Custom Object in Salesforce to store the submitted data, essentially creating a log or audit trail.

Using Website Engagement and Custom Objects

Another approach is to utilize the Website Engagement DMO to track form-submit events. This can provide valuable insights into the browsing history and behavior of individuals interacting with your forms. Additionally, creating a Custom Object in Salesforce can serve as a centralized log for storing submitted data, allowing for easier tracking and analysis.

The root cause of this issue lies in the way Individuals and their associated data are created and linked in Marketing Cloud. Understanding this process is crucial to finding a solution that meets your needs.

By using a combination of these approaches, you can effectively track form submissions and the input data, providing a clear picture of user interactions and behavior.

Example Code

// Example code for creating a Custom Object in Salesforce

Heads up: When creating a Custom Object, ensure that you properly configure the fields and relationships to capture the necessary data.

Checklist for Tracking Form Submissions

• Create a Lead, Contact, or Prospect in the Flow related to the form
• Utilize the Website Engagement DMO to track form-submit events
• Create a Custom Object in Salesforce to store submitted data
• Configure fields and relationships in the Custom Object
• Use the “Individual with Flow Run” report to view Individual records
• Include custom fields in the report to view submitted data

What is an Individual in Marketing Cloud?

An Individual is a record created when someone interacts with your marketing campaigns, including form submissions.

Can I use a Lead or Contact report to view form submissions?

Yes, you can use a Lead or Contact report to view form submissions, but you may need to include custom fields to see the submitted data.

What is the Website Engagement DMO?

The Website Engagement DMO is a data model that tracks interactions with your website, including form submissions.

Can I create a Custom Object in Salesforce to store form data?

Yes, you can create a Custom Object in Salesforce to store form data, allowing for easier tracking and analysis.