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Using forms with Dotdigital for Salesforce
Using forms with Dotdigital for Salesforce

Learn how to use forms with Dotdigital for Salesforce.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Terminology change

This article contains references to Dotdigital address books. In the Dotdigital platform, these have been renamed to Lists. To locate Lists in Dotdigital, go to Audience > Lists.

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:

  1. Go to the Forms tab.

  2. Select the form name.

  3. Select Synchronise.


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:

  1. On the form page, select the Setup cog, then Edit Page.

  2. Drag Form Buttons from the left side panel over to the right side of the form page.


  3. Select Save.

  4. If you see a pop-over which directs you to activate the page:

    1. Select Activate.

    2. Select the App Default tab.

    3. Select Assign as App default.

    4. Select the checkbox for Dotdigital.

    5. Select Next, then Next again.

    6. Select Save.

To manually synchronise all of your forms:

  1. Go to Configuration.

  2. Expand the Settings drop-down menu, then select Sync options.

  3. 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:

  1. Go to Forms.

  2. Select a form name.

  3. Select Advanced.

  4. 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:

  1. Go to Forms.

  2. Expand the drop-down menu to the right of the form name and select Edit.

  3. Select or clear the checkboxes for the two data types:

    1. Synchronise Form - Synchronises the selected form, with its questions and options. This option needs to be selected before responses can be synchronised.

    2. 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.

  4. Select Save.

Form details

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 Information

  • The form's name, state (inactive or active), and created and last modified dates and times.

  • The Dotdigital account in which the form was created.

  • Address Book Linked: if selected, this means that the form has been associated with an email address book and email addresses of respondents are collected into this email address book.

  • Ongoing: if selected, this means that the form is currently active and it is possible that further responses may still be gathered.

  • Scheduled start and end dates and times for the form are displayed if they have been set.

Form Data Options

  • The enabled options for the types of data set to be synchronised for this form.

  • Date and time of the last activity on the form and the last sync time.

System Information

  • The URL and ID of the form.

  • Created and last modified dates and times.

Response Information

  • First and last response dates and times.

  • Maximum and minimum response times given in seconds.

Response Breakdown

  • Complete Responses: the number of complete responses for the form; all mandatory questions have been answered and the form submitted.

  • Incomplete Responses: the number of incomplete responses for the form; the respondent has selected Next, Back or Save without submitting the form.

  • Bounces: the number of bounces for the form; the respondent has opened the form, but has closed the form without selecting Next, Back or Save at any point.

  • Total Views: the total number of times the form has been viewed.

  • Direct Total: is the total number of responses gained by directly accessing the form URL.

  • Email Total: the total number of responses gained through the Link to a form option in a Dotdigital email campaign.

  • Embedded Resource Total: the total number of responses gained through an embedded form.

  • Facebook Total: the total number of responses gained from a Facebook share.

  • Twitter Total: the total number of responses gained from a Twitter share.

  • Pop-over Total: the total number of responses gained from respondents accessing the form through a pop-over.

  • Other Total: the total number of responses from any other sources not listed above.

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:

Question text

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:

Email address

The email address provided in the response.

Date completed

The date that the response was completed and submitted.

Is complete

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.

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