Last update: August 2023
Turtl allows Dynamics 365 "Real-time journeys" forms to be embedded, while Outbound marketing forms are not supported.
Note: The form can only be loaded on a domain that allows external form hosting. This means Turtl can only support Dynamics 365 forms when used on your domain which needs to be authenticated.
Please read how to host Turtl Docs on your domain.
Please read more about authenticating your domains.
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 below example:
<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 "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 Immerse 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.