Create a Targeted Profile Update Form

Create standalone profile update forms to gather specific information at key times.

1. Navigate to the CRM.
2. Select Setup from the left toolbar.
3. Select Contacts or Organizations and then select Forms.
4. Create a new form with the fields you want to see updated. If you need assistance creating a form, view this related article.
5. Save the form.
6. In a separate tab, navigate to the Portals + Microsites app.
7. Select Pages from the left toolbar.
8. Click the "Create Page" button in the top-right.
9. Select a portal template.
10. Select "Contacts & Organizations" for the Application.
11. Name the page.
12. Once you name the page, the page ID will auto-generate.
13. The page route will auto-generate based on the name of the page, but you can edit it to fit your needs.
    
    

    Helpful Hint: The page route the part of the page's URL that comes after your portal's domain. www.rhythmdemo.org is the domain and /profile/targetedProfileUpdate is the route.

    
    
    
14. Determine the page's security access level, security policies, and page parameters.
15. Click the "Save Changes" button.
16. In the right toolbar under the open blocks tab, scroll down to find the Contacts & Organizations portal components.
17. Drag the Update Contact Profile component or the Update Organization Profile component onto the page.
    
    
    
    
18. Select the component once it has been added to the page by clicking it.
    
19. In the right toolbar, select the Settings tab by clicking the gear icon.
    
    
    
    
20. On your first tab, copy the form ID by clicking the # icon and selecting Copy ID to Clipboard.
    
    
    
    
21. Back on the page editor, paste the form ID into the Form ID field.
22. Add any additional content to your landing page.
23. Click the "Save Changes" button in the top right.
24. When you're ready, click the "Publish Changes" button in the top right.