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Extend Customer Insights - Journeys marketing forms using code

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Note

Dynamics 365 Marketing and Dynamics 365 Customer Insights are now Customer Insights - Journeys and Customer Insights - Data. For more information, see Dynamics 365 Customer Insights FAQs

New Customer Insights - Journeys customers receive real-time journeys features only. For more information, see Default real-time journeys installation.

This article explains how to extend Customer Insights - Journeys marketing forms for advanced customization.

JavaScript API

Customer Insights - Journeys marketing forms consist of two parts:

  1. A form placeholder, which looks similar to this:
<div>
  data-form-id='{msdynmkt_marketingformid}'
  data-form-api-url='https://{server}.dynamics.com/api/v1.0/orgs/{organizationid}/landingpageforms/forms/{msdynmkt_marketingformid}'
  data-cached-form-url='https://{server}.dynamics.com/{organizationid}/digitalassets/forms/{msdynmkt_marketingformid}'
</div>
  1. And a form loader, which lights up the form placeholders once page the is loaded (aDOMContentLoaded event is triggered):
<script src='https://cxppusa1formui01cdnsa01-endpoint.azureedge.net/global/FormLoader/FormLoader.bundle.js'></script>

Custom events

Custom event Description
d365mkt-beforeformload Triggered when the form placeholder is recognized before the actual form content is fetched.
d365mkt-formrender Triggered after the form content is fetched and right before it is injected into the form placeholder.
d365mkt-afterformload Triggered after the form is injected into the placeholder.
d365mkt-formsubmit Triggered when the form is submitted, cancellable.
d365mkt-afterformsubmit Triggered after form is submitted

Form submit - d365mkt-formsubmit detail object properties

Name Type Desription
Payload Object Dictionary with form properties to be sent to the server

After form submit - d365mkt-afterformsubmit detail object properties

Name Type Desription
Success Boolean Indicates whether the server accepted the submission or if the submission was rejected
Payload Object Dictionary with form properties as they were sent to the server

You can attach custom events using the standard event attach mechanics:

Sample code
<script>
document.addEventListener("d365mkt-beforeformload", function() { console.log("d365mkt-beforeformload") });
document.addEventListener("d365mkt-afterformload", function() { console.log("d365mkt-afterformload") });
document.addEventListener("d365mkt-formrender", function() { console.log("d365mkt-formrender") });
document.addEventListener("d365mkt-formsubmit", function(event) {
  // example of validation using form submit event - cancelling form submission unless first name is John 
  if (document.forms[0]["firstname"].value !== "John") { 
    event.preventDefault(); 
    console.log("blocked mkt-formsubmit"); 
    return;
  }
  console.log("mkt-formsubmit" + JSON.stringify(event.detail.payload)); 
});
document.addEventListener("d365mkt-afterformsubmit", function(event) {
  console.log("success - " + event.detail.successful);
  console.log("payload - " + JSON.stringify(event.detail.payload));
});
</script>

Form behavior customization

You can customize the form behavior by including a configuration script before the loader script is injected into a page.

<script>
var d365mkt = {
  // disables showing of progress bar during form loading
  hideProgressBar: true
};
</script>

Rendering a marketing form using a JavaScript API

Waiting for DOMContentLoaded can be inconvenient, especially for scenarios like dynamic content loading. For these situations, you can use the createForm helper function. createForm immediately returns a div DOM element, which triggers fetching form content in the background (the form is injected into a placeholder the moment it is fetched).

<html>
  <body>
    <script src="https://cxpiusa1formui01cdnsa01-endpoint.azureedge.net/global/FormLoader/FormLoader.bundle.js"></script>
    <div id="root"></div>
    <script>
      const root = document.getElementById('root');
      root.appendChild(d365mktforms.createForm(
        'formId',
        'formApiBaseUrl',
        'formUrl'));
    </script>
  </body>
</html>

You must also pass the readable event ID for the event registration forms. The modified syntax is as follows:

d365mktforms.createForm(
  'formId',
  'https://{server-api}/api/v1.0/orgs/{organizationid}/eventmanagement',
  'https://{server-load}/{organizationid}/digitalassets/forms/{msdynmkt_marketingformid}',
  { 'data-readable-event-id': 'My_Test_Event_123_replace_with_actual_readable_event_id' })

Injecting a marketing form into a React application

You can use marketing forms within React applications. The form loader exposes the d365mktforms.FormPlaceholder React component, which you can inject into your application.

<html>
  <head>
    <script crossorigin src="https://unpkg.com/react@18/umd/react.development.js"></script>
    <script crossorigin src="https://unpkg.com/react-dom@18/umd/react-dom.development.js"></script>
    <script src="https://cxppusa1formui01cdnsa01-endpoint.azureedge.net/global/FormLoader/FormLoader.bundle.js"></script>
  </head>
  <body>
    <div id="root"></div>
    <script>
      const root = ReactDOM.createRoot(document.getElementById('root'));
      root.render(React.createElement(d365mktforms.FormPlaceholder, {
        formId:'{msdynmkt_marketingformid}',
        formApiBaseUrl:'https://{server-api}/api/v1.0/orgs/{organizationid}/landingpageforms',
        formUrl:'https://{server-load}/{organizationid}/digitalassets/forms/{msdynmkt_marketingformid}'
      }, null));
    </script>
  </body>
</html>

You must also pass the readable event ID for the event registration forms. The modified syntax (introduced in Marketing version 6.1) is as follows:

      root.render(React.createElement(d365mktforms.FormPlaceholder, {
        formId:'{msdynmkt_marketingformid}',
        formApiBaseUrl:'https://{server-api}/api/v1.0/orgs/{organizationid}/eventmanagement',
        formUrl:'https://{server-load}/{organizationid}/digitalassets/forms/{msdynmkt_marketingformid}',
        readableEventId:'My_Test_Event_123_replace_with_actual_readable_event_id'
      }, null));

Note

You have to replace {msdynmkt_marketingformid} with the actual identifier of the marketing form entity and {organizationid} with the actual identifier of your organization. {server-} should point to the server endpoints for your organization. The easiest way to grab the information you need is with the "Get Javascript Code" command from the form publish options.

Widget attribute React component property
data-form-id formId
data-form-api-url formApiBaseUrl
data-cached-form-url formUrl

Note

The Javascript API is available only for forms hosted as a script. It is not supported for the iFrame hosting option.