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data-api-name="build-an-interactive-email-form" data-assessment-type="hoc" data-content-uid="026211be-52a5-2ba4-0434-6c94d14552f7" data-content-type="Th::Unit" data-cta-type="product" data-cta-url="https://www.salesforce.com/marketing/engagement/?d=701ed000001SBEVAA4" data-title="Learn more about Marketing Cloud Engagement" data-product-name="Marketing Cloud Engagement" data-product-filter="7447d232-6ca2-4cc5-8432-6ff38bb0309e" href="https://www.salesforce.com/marketing/engagement/?d=701ed000001SBEVAA4">Learn more about Marketing Cloud Engagement</a> </aside> </article> </div> </div> </div> <article class='slds-large-size_9-of-12 slds-size_12-of-12 slds-col slds-order_1'> <h1 class='slds-p-top_small slds-text-heading_large'> Build an Interactive Email Form </h1> <div class='unit-content'> <h2 id="learning-objectives"><span>Learning Objectives</span></h2><p>After completing this unit, you’ll be able to: </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">Create an Interactive Email Form in Marketing Cloud Engagement. <br> </li> <li style="list-style-type: inherit;">Troubleshoot common challenges. <br> </li> </ul><h2 id="practice-with-the-trailhead-simulator"><span>Practice with the Trailhead Simulator</span></h2><p>You’ve learned the steps to build Interactive Email Forms, now let’s practice these steps using the Marketing Cloud Engagement Trailhead Simulator. Before starting, there are a few things you should know about Trailhead Simulator. </p><p><strong>For the best experience, view the Trailhead Simulator on a computer, not a mobile device.</strong> Unlike a Trailhead Playground, Trailhead Simulator provides a simulated user experience that does not store your progress. If you close the simulation and relaunch it, the simulation starts from the beginning. To get back to where you left off, use the simulator navigation controls. </p><p>Also, the Trailhead Simulator is designed to highlight the correct click area if you click the wrong area first. Simply click the highlighted area to continue. Here’s an example of this functionality. </p><p><img src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/interactive-email-forms/build-an-interactive-email-form/images/9c7509dbd82c8f7886cbc6ae0849e608_kix.wbnr01v6jwg4.png" alt="Content Builder is highlighted in the simulator, while the rest of the screen is darkened to show you where to click next." width="214.5503355704698" class="image"></p><p>The marketing team at Northern Trail Outfitters (NTO), a hiking and camping retailer, wants to add an email form to their welcome email to learn more about their customer’s camping preferences. Digital marketer, Isabelle, went through the checklist and has already created: </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">A confirmation content block named NTOConfirmation <br> </li> <li style="list-style-type: inherit;">Fallback content named NTOFallbackCB <br> </li> <li style="list-style-type: inherit;">An NTO Welcome Email <br> </li> </ul><p>She’s ready to create her confirmation page and email form. Let’s practice the steps Isabelle follows in Marketing Cloud Engagement by using the Trailhead Simulator. </p><h2 id="create-an-interactive-page-in-cloudpages"><span>Create an Interactive Page in CloudPages</span></h2><ol style="list-style: decimal;"> <li style="list-style-type: inherit;">Launch the <a href="https://dfc-data-production.s3.amazonaws.com/files/ti/thi/THI-000120/index.html" rel="noreferrer noopener" target="_blank">Trailhead Simulator</a>, then click <strong>Begin</strong>. <br> </li> <li style="list-style-type: inherit;">From the Marketing Cloud Engagement homepage, click <strong>Web Studio</strong>. <br> </li> <li style="list-style-type: inherit;">Then click <strong>CloudPages</strong>. <br> </li> <li style="list-style-type: inherit;">In CloudPages, hover over the Trailhead Simulation Collection. Click <strong>Open Collection</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create</strong>, then select <strong>Interactive Email Page</strong>. <br> </li> <li style="list-style-type: inherit;">For the Interactive Email Page name, type <span><code>Camping Preferences</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create</strong>. <br> </li> <li style="list-style-type: inherit;">Hover over the Camping Preferences page you created, then click <strong>Open Content</strong>. <br> </li> <li style="list-style-type: inherit;">Click the <strong>Email Form </strong>layout section in the editor. <br> </li> <li style="list-style-type: inherit;">Under the Confirmation Message section, click the <strong>Type of Content</strong> dropdown. Select<strong> Block from Content Builder</strong> as the type of content. <br> </li> <li style="list-style-type: inherit;">Click <strong>Browse</strong> and then choose <strong>NTOConfirmation</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Select</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Done Editing</strong>. <br> </li> </ol><p><strong>Add Content </strong></p><p><strong> </strong></p><p>Now let’s add a branded header to your confirmation page. </p><ol style="list-style: decimal;"> <li style="list-style-type: inherit;">Click the <strong>Content</strong> tab. <br> </li> <li style="list-style-type: inherit;">Drag the file <strong>NTOheader.jpg</strong> to the top content window to create a header block. <br> </li> <li style="list-style-type: inherit;">Click <strong>Done Editing</strong>. <br> </li> </ol><p><strong>Finalize Content </strong></p><p><strong> </strong></p><p>Finally you need to review your content and publish your page. </p><ol style="list-style: decimal;"> <li style="list-style-type: inherit;">On the upper right side of the screen, click the <strong>Mobile</strong> button to see how the content looks on a mobile device. <br> </li> <li style="list-style-type: inherit;">To test your form, click <strong>Schedule / Publish</strong>. <br> </li> <li style="list-style-type: inherit;">Select <strong>Publish Immediately</strong>. Next, click <strong>Publish</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Continue</strong>, then click <strong>Exit</strong> to end this simulation. <br> </li> </ol><h2 id="create-an-interactive-email-form-block"><span>Create an Interactive Email Form Block</span></h2><p>Now that we have the CloudPage published, let’s create an email form block in Content Builder. </p><ol style="list-style: decimal;"> <li style="list-style-type: inherit;">Launch the <a href="https://dfc-data-production.s3.amazonaws.com/files/ti/thi/THI-000121/index.html" rel="noreferrer noopener" target="_blank">Trailhead Simulator</a>, then click <strong>Begin</strong>. <br> </li> <li style="list-style-type: inherit;">From Content Builder, click <strong>Create</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Content Blocks</strong>, then select <strong>Email Form. </strong><br> </li> <li style="list-style-type: inherit;">Select <strong>Progressive Profile</strong>, then click <strong>Continue</strong>. <br> </li> <li style="list-style-type: inherit;">Under CloudPages Destination, click in the <strong>Collection</strong> search field. Select <strong>Trailhead Simulation</strong> from the list. <br> </li> <li style="list-style-type: inherit;">Click in the <strong>Interactive Email Page</strong> search CloudPages field. Select <strong>Camping Preferences</strong> from the list. <br> </li> <li style="list-style-type: inherit;">Under Response Capture, click the <strong>Response Capture Method</strong> dropdown. Select <strong>Create a data extension automatically</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Set Name</strong>. In the Data Extension Name field, type <span><code>Camping Preference Form</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create</strong>. <br> </li> <li style="list-style-type: inherit;">Under Visible Fields, click the dropdown next to “What’s your favorite color?” Click <strong>Delete</strong>, then click <strong>Continue</strong>. <br> </li> <li style="list-style-type: inherit;">Follow these steps to also delete “What are your favorite sports” and “Describe Yourself.” <br> </li> </ol><p><strong>Map Your Data </strong></p><p><strong> </strong></p><p>Next, connect each form field to a data attribute. </p><ol style="list-style: decimal;"> <li style="list-style-type: inherit;">Click <strong>edit </strong>for the First Name. <br> </li> <li style="list-style-type: inherit;">Under Data Attribute, click the <strong>Select or Create Attribute Name</strong> field. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create New Attribute</strong> to add a new field to the data extension to store the data. <br> </li> <li style="list-style-type: inherit;">In the New Attribute Name field, type <span><code>FirstName</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create</strong>. Click <strong>Done</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>edit </strong>for the Last Name. <br> </li> <li style="list-style-type: inherit;">Under Data Attribute, click the <strong>Select</strong> <strong>or</strong> <strong>Create Attribute Name</strong> field. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create New Attribute</strong> to add a new field to the data extension to store the data. <br> </li> <li style="list-style-type: inherit;">In the Create New Attribute Name field, type <span><code>LastName</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create</strong>. Click <strong>Done</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>New Input</strong> to add a new field. <br> </li> <li style="list-style-type: inherit;">Click <strong>Select from the list</strong>. <br> </li> <li style="list-style-type: inherit;">In the Input Label field, type <span><code>Camping Preference</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Under Data Attribute, click the <strong>Select or Create Attribute Name</strong> field. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create New Attribute</strong> to add a new field to the data extension to store the data. <br> </li> <li style="list-style-type: inherit;">In the New Attribute Name field, type <span><code>CampingPref</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Create</strong>. <br> </li> <li style="list-style-type: inherit;">Under Description, type <span><code>Where do you prefer to sleep when you camp?</code></span> Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Add Option</strong>. <br> </li> <li style="list-style-type: inherit;">Under Field Value, type <span><code>In a tent</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. Under the Option Label, type <span><code>In a tent.</code></span> Press <strong>Enter</strong> or <strong>Return</strong> and then click <strong>Save</strong>. <br> </li> <li style="list-style-type: inherit;">Follow the steps above to add in an additional option: <span><code>In a camper.</code></span><br> </li> <li style="list-style-type: inherit;">Now click <strong>Done</strong>. <br> </li> </ol><p><strong>Fallback Content </strong></p><p><strong> </strong></p><p>To ensure all customers have a great customer experience, you need to set up fallback content. </p><ol style="list-style: decimal;"> <li style="list-style-type: inherit;">Click the <strong>Design</strong> tab. <br> </li> <li style="list-style-type: inherit;">Under Type of Fallback click <strong>Select an Option</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Block from Content Builder</strong> and then click <strong>Browse</strong>. <br> </li> <li style="list-style-type: inherit;">Select <strong>NTOFallbackCB</strong>, then click <strong>Select</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Submit Button</strong>. Under Button text, type <span><code>Let us know!</code></span> Press <strong>Enter</strong> or <strong>Return</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Save</strong> on the upper right corner. <br> </li> <li style="list-style-type: inherit;">In the Name field, type <span><code>NTO Camping</code></span>. Press <strong>Enter</strong> or <strong>Return</strong>. Click <strong>Save</strong>. <br> </li> <li style="list-style-type: inherit;">Click <strong>Save</strong>, and then <strong>Save and Exit</strong>. <br> </li> </ol><p><strong>Create Email </strong></p><p><strong> </strong></p><p>Now let’s add the form to an email campaign. </p><ol style="list-style: decimal;"> <li style="list-style-type: inherit;">Click the dropdown arrow next to the <strong>NTO Email Form Block Email</strong>. Click <strong>Edit</strong>. <br> </li> <li style="list-style-type: inherit;">Click the Content tab, then drag the <strong>NTOCampingExample</strong> content block under the tent image. <br> </li> <li style="list-style-type: inherit;">Click <strong>Save</strong>. <br> </li> </ol><p>Congrats, now that you have all of the key components configured, the email campaign is ready to test! </p><h2 id="test-your-email-and-form"><span>Test Your Email and Form</span></h2><p>As always, it is important to thoroughly test your work before pressing send. When building an Interactive Email Form, it’s especially important to test in various environments—including supported and unsupported email clients. To confirm if your email is successful (from a data perspective), navigate to your form’s response capture data extension. If the form was submitted successfully, you should see a new record with the information you selected in your test email—like this. <img src="https://res.cloudinary.com/hy4kyit2a/f_auto,fl_lossy,q_70/learn/modules/interactive-email-forms/build-an-interactive-email-form/images/c35790b1cf46f1e99210caa3c6be0a28_kix.4hlcwg9lgkh9.png" alt="Example of an automatically created data extension for an Interactive Email Form including the external key, location, type, and fields." width="1000.0" class="image"></p><h2 id="troubleshooting"><span>Troubleshooting</span></h2><p>What happens if your test wasn’t successful? No worries. Let’s troubleshoot some common challenges. </p><p><strong>Form Doesn’t Display in Email </strong></p><p><strong> </strong></p><p>Here are some possible reasons why your form doesn’t display. </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">The email client doesn’t support interactivity (like Outlook). <br> </li> <li style="list-style-type: inherit;">The form doesn’t appear in a supported email client, and there is likely a CSS conflict between your other email code and the code inserted by the Email Form content block. To diagnose this problem, remove all the other code, ensure that the form is working as expected, then add your code piece by piece to identify the conflict. <br> </li> <li style="list-style-type: inherit;">Your issue is Gmail-specific, so your email may exceed Gmail’s size and character limits. <br> </li> </ul><p><strong>Form Display Issues in Gmail </strong></p><p><strong> </strong></p><p>Seeing issues in Gmail? Gmail provides guidance on size and character limits, so be sure to follow these. </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">Messages over 102 KB, can cause the email form to not display. <br> </li> <li style="list-style-type: inherit;">Limit the characters in your CSS style tags to about 16k. Anything over that limit, won’t display in Gmail. <br> </li> </ul><p>Plus, Gmail doesn’t support all CSS attributes that are used to build Interactive Email Forms. For Gmail optimization, consider using these input types: </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">Select dropdown or radio button for single option selection inputs <br> </li> <li style="list-style-type: inherit;">Checkbox for multiple option selection inputs <br> </li> </ul><p><strong>Data Not Showing in Data Extension </strong></p><p><strong> </strong></p><p>If your data isn’t writing to your data extension, confirm the following: </p><ul style="list-style: disc;"> <li style="list-style-type: inherit;">A data extension is selected in your email form content block. <br> </li> <li style="list-style-type: inherit;">All form inputs are mapped to a data attribute. <br> </li> <li style="list-style-type: inherit;">All required fields in a data extension are mapped to a form input. <br> </li> <li style="list-style-type: inherit;">Your Interactive Email Page has a confirmation message selected. <br> </li> <li style="list-style-type: inherit;">The data extension hasn’t been deleted. <br> </li> </ul><p>All submissions that don’t write to a data extension are added to an error log named 00 IC Error Log. This log is located in the Interactive Content folder under the top level folder, Data Extensions, found in either Email Studio or Contact Builder. </p><div class="box message info" style="margin-left: 0.0px"><div class="inner"><div class="bd"><div class="media"> <img src="https://res.cloudinary.com/hy4kyit2a/image/upload/doc/trailhead/en-usb473bb5ea1b7e61dfb07e6a7e547de6b.gif" alt="Note" role="presentation" class="img mtm"><div class="mediaBd"><div class="message-media-content"><p>Learn more about the error log on the <a href="https://help.salesforce.com/articleView?id=mc_ceb_interactive_email_form_faq.htm&type=5" rel="noreferrer noopener" target="_blank">Interactive Email Form FAQ</a> help page. </p></div></div> </div></div></div></div><p>Now that you have learned what Interactive Email Forms can do, and how to build and troubleshoot your forms, you are ready to create your own. Toss aside that clipboard and pen, and start gathering customer data with Interactive Email Forms! </p><h2 id="resources"><span>Resources</span></h2><ul style="list-style: disc;"> <li style="list-style-type: inherit;"> <a href="https://help.salesforce.com/articleView?id=mc_ceb_interactive_email_form_faq.htm&type=5" rel="noreferrer noopener" target="_blank"><em>Salesforce Help: Interactive Email Form FAQ</em></a><u> </u><br> </li> <li style="list-style-type: inherit;"> <a href="https://help.salesforce.com/articleView?id=mc_cp_create_a_collection.htm&type=5" rel="noreferrer noopener" target="_blank"><em>Salesforce Help: Create a Collection</em></a><u> </u><br> </li> </ul><p><u> </u></p> </div> <div id='challenge'> <div data-react-class="challenge/Challenge" data-react-props="{"authenticated":false,"msa_signed":false,"challenge":{"unit_uid":"02dc204b-bde1-6a12-8085-67f99a8db971","api_name":"build-an-interactive-email-form","content_uid":"026211be-52a5-2ba4-0434-6c94d14552f7","module_uid":"026211be-52a5-2b4d-7bab-a7e6499755af","module_api_name":"interactive-email-forms","questions":[{"question":"True or false: You need to publish your Interactive Email Page before testing your email form.\n","options":["True\n","False\n"]},{"question":"If your form data isn’t showing up in your data extension, how can you troubleshoot the issue?\n","options":["Confirm form inputs are mapped properly to the data.\n","Check your data model.\n","Remove hidden fields.\n","Review CSS.\n"]}],"points_earned":null,"points":100.0,"points_next":50.0,"completed":false,"attempts":0,"type":"quiz","description":"","requirements":[],"title":"","unit_type":"unit","show_recommendations_on_complete":null,"hide_org_picker":false,"badge_ratings":{"show_badge_ratings":true,"api_name":"interactive-email-forms","trackable":true},"preview_mode":false,"assessment_evaluation_context":{"type":"mcq","title":"","description":"","requirements":[],"questions":[{"question":"True or false: You need to publish your Interactive Email Page before testing your email form.\n","options":["True\n","False\n"]},{"question":"If your form data isn’t showing up in your data extension, how can you troubleshoot the issue?\n","options":["Confirm form inputs are mapped properly to the data.\n","Check your data model.\n","Remove hidden fields.\n","Review CSS.\n"]}],"enhanced_quiz_options_supported":true,"enhanced_quiz_retake_enabled":true},"disconnect_mulesoft_anypoint_account_path":"/auth/mulesoft_anypoint/delete","trial_cta":null},"next_challenge":{"next_challenge":{"title":"Get to Know Interactive Email Forms","url":"/content/learn/modules/interactive-email-forms/get-to-know-interactive-email-forms"},"next_parent":false,"next_trailmix_item":false,"all_parents":{"url":"/modules","type":"module"},"parent_trailmix":{}},"sharing":{"app_id":140586622674265,"content":{"title":"Interactive Email Forms","description":"Gather customer data directly from your email using Interactive Email Forms."},"public":true},"rewards":null,"tp_help_link":"\u003ca rel=\"noopener noreferrer\" target=\"_blank\" href=\"//trailhead.salesforce.com/content/learn/modules/trailhead_playground_management\"\u003eTrailhead Playground Management\u003c/a\u003e","namespace_id":"learn","from_learning_path":false}" data-react-cache-id="challenge/Challenge-0"></div> </div> </article> </div> </div> <script type='application/ld+json'> { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [{"@type":"ListItem","position":1,"name":"Learn","item":"https://trailhead.salesforce.com"},{"@type":"ListItem","position":2,"name":"Interactive Email Forms","item":"https://trailhead.salesforce.com/content/learn/modules/interactive-email-forms"},{"@type":"ListItem","position":3,"name":"Build an Interactive Email Form"}] } </script> </div> </main> <th-footer api-path="/api/v1/ui/footer.js" locale=""></th-footer> </div> <tds-modal data-modal-name-value="feedback_modal" data-modal-cookie-value="true" data-controller="modal" size="" open="false" assistive-text="assistive text" > <div slot="heading"> Share your Trailhead feedback over on Salesforce Help. </div> <div slot="content"> <p>We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.</p> </div> <div slot="footer"> <div style="display: flex; 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