Creating a Smart Capture Form in SFMC
Smart Capture Forms in SFMC allow you to collect customer data and store it in a Data Extension (DE) for further segmentation, automation, and personalization.
Steps to Create a Smart Capture Form in SFMC Cloud Pages:
Step 1: Navigate to Cloud Pages
- Log in to Salesforce Marketing Cloud.
- Click on Content Builder.
- Select Cloud Pages from the left navigation.
- Click on Create Collection (or select an existing collection).
- Click Create a New Page and select Smart Capture.
Step 2: Choose a Template
- Select a Smart Capture template.
- Click Next.
Step 3: Design the Form
- Drag and Drop Fields
- The editor provides form fields like First Name, Last Name, Email, Phone, etc.
- You can also add custom fields.
- Configure Field Properties
- Click on a field to edit properties like required fields, default values, or validation.
- Add Additional Elements
- You can include text, images, and buttons.
Step 4: Configure Form Submission
Select Data Extension
- Choose the Data Extension where you want to store the form data.
- If you don’t have a DE, create one in Email Studio → Subscribers → Data Extensions.
Set Form Actions
Choose whether to:
- Show a confirmation message (e.g., “Thank you for submitting!”).
- Redirect to another page after submission.
- Send an email confirmation via Journey Builder or Automation Studio.
Step 5: Publish the Form
- Click Save & Publish.
- SFMC generates a Cloud Page URL.
- Share the link or embed the form in an email or landing page.
Advanced Features
- AMPscript Integration – Add AMPscript to personalize form responses.
- Dynamic Content – Use dynamic content blocks for personalized messaging.
- Automation – Trigger journeys based on form submissions.
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