Add the Company Name Lookup to a Marketing Forms in Customer Insights Journeys


This article provides a tip on how to add the 'Company Name' lookup field to a contact-based marketing form in Customer Insights Journeys. It explains that while the feature works fine for lead forms with the parent contact/parent account, it is not available for contact forms. However, the article suggests a workaround by using the 'accountidname' and 'accountidyominame' or 'parentcustomeridname' and 'parentcustomeridtominame' fields. The article also mentions the need to update the Marketing Services User Extensible Role permissions for contact and account to ensure proper functionality. Finally, it provides instructions on how to edit the form HTML to add the desired lookup field.


Article 6m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time