Campaigns and Forms

Product Support
1

I wish to clarify what I believe about the use of forms within campaigns.



Is it the case that standalone forms can be used within campaigns?



I also have a few questions:

But first… I’ve created a few forms and people are filling them out and leads are being created. I will create my first campaign soon.


  1. How do I “attach” an existing lead to a brand new campaign?
  2. I created a set of Standalone forms as I wasn’t at the campaign building stage yet, but I wanted to take some initial actions. Does it make sense to now start over and create Campaign forms to replace my Standalone forms?






2

I wish to clarify what I believe about the use of forms within campaigns.

Is it the case that standalone forms can be used within campaigns?

I also have a few questions:
But first… I’ve created a few forms and people are filling them out and leads are being created. I will create my first campaign soon.

  1. How do I “attach” an existing lead to a brand new campaign?
  2. I created a set of Standalone forms as I wasn’t at the campaign building stage yet, but I wanted to take some initial actions. Does it make sense to now start over and create Campaign forms to replace my Standalone forms?
3

If you look at the Campaign Builder, there are 2 lead sources. Campaign Forms and Lead Lists. If you use standalone forms already create a Lead List and add the “Modifie lead’s list” action in the Form. When you have leads from one form in one list, you can use that list as a lead source in a campaign.

Every time a lead is added to a list which is used as a source in a campaign, the actions of that campaign will start for that lead.