The Forms tab displays a list of existing Dotdigital forms that are available to view in Salesforce.
Form data and responses can be synchronised to Salesforce from Dotdigital, and synchronised data can be deleted.
Synchronise a form
To manually synchronise an individual form:
Go to the Forms tab.
Select the form name.
Synchronise button is not visible
If you do not see the Synchronise button on the form page, you must edit the page to add this:
On the form page, select the Setup cog, then Edit Page.
Drag Form Buttons from the left side panel over to the right side of the form page.
If you see a pop-over which directs you to activate the page:
Select the App Default tab.
Select Assign as App default.
Select the checkbox for Dotdigital.
Select Next, then Next again.
To manually synchronise all of your forms:
Go to Configuration.
Expand the Settings drop-down menu, then select Sync options.
Select the Sync Now checkbox for Forms, then select Synchronise Now.
You see a notification that the sync has been queued. You can now close the Sync options window.
The Advanced option is used to delete response data for a form.
To do this:
Go to Forms.
Select a form name.
Select the Clear Form Responses checkbox and then select Clear Form Data.
The data may need to be removed from the Salesforce Recycle Bin before the Salesforce storage is reduced.
This action also disables any scheduled synchronisation for the selected form questions and form responses.
The data remains in Dotdigital, and it can be re-synchronised to Salesforce using the data options under Edit.
Edit a form
The Edit option for a form is used to choose what data is synchronised into Salesforce from Dotdigital.
To edit a form:
Go to Forms.
Expand the drop-down menu to the right of the form name and select Edit.
Select or clear the checkboxes for the two data types:
Synchronise Form - Synchronises the selected form, with its questions and options. This option needs to be selected before responses can be synchronised.
Synchronise Responses - This allows complete or partial responses to the form to be synchronised into Salesforce.The amount of data may be significant, so consider any storage limitations you may have.
Selecting a form name from the list displayed on the Forms tab allows you to see information about the form on the Details tab.
This page includes:
Form Data Options
The Related tab
The Related tab for a form displays information about the form questions and, if you have chosen to sync them, responses.
The Form Questions section shows:
The question text displayed on the form.
The question type (for example, text box, email, dropdown, multiple choice)
Whether or not a response to the question is mandatory in order to submit the form.
You can select a question to display further details about the question itself, as well as responses to it, where there are any, on the Related tab.
The Form Responses section shows:
The email address provided in the response.
The date that the response was completed and submitted.
Whether or not the form response is complete (deprecated).
Where the email address from the response is matched to a Salesforce Contact or Lead, then the relevant name is shown under Contact or Lead. Select the name to go to that contact or lead's full record.
All times and dates are displayed as local values unless otherwise indicated.
You can select an email address to display additional details about the response.