I cannot find how to ceate a Campaign Form

👨‍💻 Development Help
1

I’m self-hosting a SuiteCRM instance trying t create a web-to-lead campaign form mentioned in this video:

My campaign module looks nothing like that. I realize it might be because of SuiteCRM 8? Maybe? If I create a campaign I don’t get actions that allow me to create forms…

https://imgur.com/a/A70i6tV

https://imgur.com/a/ZNsWkWS

Any help would be appreciated

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  1. First, you need to create a basic Campaign record. This is a requirement for the Web-to-Lead form to work.
  2. Once that’s done, go to the Campaigns menu. You should find the Create Person Form option there, this is what you’re looking for
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3

I find using the campaign form means you get alot of spam. If you’re using wordpress use a proper form plugin like gravity forms and just push the record to SuiteCRM. Gravity forms has both a honeypot and Google invisible recaptcha to prevent spam.

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I feel so stupid. I didn’t even think to look in that menu. Thank you!!