Marketing 360® makes it simple to add new users to your CRM with forms that are built in Marketing 360®, then embedded on your website.
In the newest version of Marketing 360®, the format of the Form Embed Code has been updated.
As accounts are migrated to the newest version of Marketing 360®, the forms that were set up in the prior version will be migrated as well and continue to function properly.
However, there's a new, more advanced script that should be used to display the form on the website. Any time you spot one of the older Form Embed Codes, it's a good idea to update it on the website to use the new format.
The old format will continue to work, but in order to take advantage of the latest and greatest behind-the-scenes technology, these forms should be updated be embedded with the new format.
If The Old Code Still Works, Why Should I Update?
This will allow our engineers to focus on great new features instead of spending time supporting the old format. Think of it this way, if you're updating your embed codes, you're helping build the future of Marketing 360®!
Let's start by comparing the two formats so you can identify them when you see them used in forms.
How To Update A Form's Embed Code On Your Website
To update your form to use the new Form Embed Code format, follow the process below.
1. Log-in to Marketing 360®, then select the account from the Account Menu search bar.
2. Once you're viewing the appropriate account, click the Global App menu and select Forms.
3. Find the form, hover over the ⋮ icon and select Edit.
4. Click the Embed tab on the form editor, then click the Copy Embed Code button.
5. Navigate to your website editor and paste the new code there in place of the older one.
6. Test your form! View the page that contains the form to make sure it displays correctly. This is also a great time to test your form's functionality and make sure its properly sending submissions to your CRM!
Article is closed for comments.