Turtl allows Dynamics 365 "Real-time journeys" forms to be embedded, while Outbound marketing forms are not supported.
Note: Dynamics 365 only loads your form on a domain you have allowed for external form hosting. You don’t need to verify the domain through DNS, as that is only required for sending emails, so you can allow your standard Turtl address (for example yourteam.turtl.co) or your own domain if you host Docs on it.
To allow your domain:
In Dynamics 365, go to "Settings", then "Email marketing", then "Domain authentication".
Select "New".
Enter the domain your Turtl Docs are published on and select "Form hosting".
Skip the remaining DNS steps, as they are only needed for sending emails.
Read more in Microsoft’s guide to authenticating your domains.
Note: Web Tracking must be enabled on your form for Turtl to identify who submitted it. It is off by default. See the section below.
Enable Web Tracking on your form
Turtl can connect a form submission back to the person who made it, so a reader who was anonymous a moment earlier becomes a known contact and their earlier engagement is attributed to them. For this to work, Web Tracking must be switched on for the form in Dynamics.
In Dynamics, open your form and go to "Form settings".
Open the "General" tab.
Switch "Web Tracking" on.
Republish the form.
Note: Web Tracking is off by default. Without it, Dynamics does not pass a submission identifier when the form is submitted, so the form will work and Dynamics will still create the Contact, but Turtl will have no way to tell who the reader was. Submissions will appear in your analytics without a name or email.
1. Create your form and find the embed code
Please make sure that a form does not redirect after submission:
Navigate to "Form Settings"-> "Redirect after submission" and turn it OFF.
Click on the "Publish Options" to copy the JavaScript code.
2. Find your Form ID and Organisation ID
Your embed code will look something like this:
<div
data-form-id='6dc24e9d-5a98-4d66-a83b-302e8f99f02c'
data-form-api-url='https://public-gbr.mkt.dynamics.com/api/v1.0/orgs/a1f40dc6-79b2-4a23-8ed8-96dd1f1f1b49/landingpageforms'
data-cached-form-url='https://assets-gbr.mkt.dynamics.com/a1f40dc6-79b2-4a23-8ed8-96dd1f1f1b49/digitalassets/forms/6dc24e9d-5a98-4d66-a83b-302e8f99f02c'></div>
<script src='https://cxppusa1formui01cdnsa01-endpoint.azureedge.net/global/FormLoader/FormLoader.bundle.js' ></script>
You can insert the above code in our handy Lead form generator and proceed to step 3.
Or, if you prefer to do the manual setup, you will need to extract four values from the embed code:
formIdorganisationIdserverApi(required if it differs from public-gbr.mkt)serverLoad(required if it differs from assets-gbr.mkt).
Their placement is demonstrated in the example below:
<div
data-form-id='{formId}'
data-form-api-url='https://{serverApi}.dynamics.com/api/v1.0/orgs/{organisationId}/landingpageforms'
data-cached-form-url='https://{serverLoad}.dynamics.com/{organisationId}/digitalassets/forms/{formId}'>
</div>
<script src='https://cxppusa1formui01cdnsa01-endpoint.azureedge.net/global/FormLoader/FormLoader.bundle.js'></script>
3. Tell Turtl about your form
Navigate to the main Turtl Docs listing page and choose "Settings" for the Turtl Doc you wish to add your form to:
On the Settings page, choose the "Forms" tab:
Now paste the following URL into the "Default Form URL" field, replacing formId, organisationId with the values you found in the previous step:
/forms/turtl.forms.dynamics365.v1.embed.html?formId={formId}&organisationId={organisationId}
Or, if you need to specify serverApi and serverLoad:
/forms/turtl.forms.dynamics365.v1.embed.html?formId={formId}&organisationId={organisationId}&serverApi={serverApi}&serverLoad={serverLoad}
For example, with our sample embed code above, this would be:
/forms/turtl.forms.dynamics365.v1.embed.html?formId=6dc24e9d-5a98-4d66-a83b-302e8f99f02c&organisationId=a1f40dc6-79b2-4a23-8ed8-96dd1f1f1b49&serverApi=public-gbr.mkt&serverLoad=assets-gbr.mkt
The form will now display in your Turtl Doc as both the Content page form and the Back cover form.
If you want to display a different form for the Back cover, you can specify a different URL in the "Back cover form URL" field.
How a reader becomes known
When a reader submits your embedded form:
Dynamics records the submission and returns a submission identifier.
Turtl uses that identifier to look up the submission in Dynamics and find the Contact or Lead it created or matched.
Turtl attaches that contact to the reader record, including the reading they did before submitting the form.
This means engagement from before the form was submitted is not lost. It is attributed to the contact once they are identified.
Note: Readers who decline marketing cookies cannot be identified this way, because the submission identifier Dynamics provides is stored in a marketing cookie. The form still works and Dynamics still creates the Contact, but Turtl will not know which reader submitted it. Lead Capture URLs are not affected by this, as they identify the reader from the URL rather than a cookie.