Moving from Marketing Lists to the Audience Center All Contacts database? The Forms Upgrade Assistant helps you point your Forms to All Contacts so new submissions flow directly into your central contact database.
Form submissions immediately create or update contacts in All Contacts, and the full submission record remains available from the All Contacts screen.
Quick Reference (Advanced Users) - Click to Expand
- Open the Upgrade Assistant from the lightbulb icon or the Forms listing page.
- Select multiple Forms to upgrade in a single batch.
- Map Form fields to existing All Contacts fields or choose “Don't map” for submission-only fields.
- Configure behavior segments and decide what to do with legacy submission lists.
- Review, submit, then test a live Form to confirm the upgrade.
Access the Upgrade Assistant
Open the Upgrade Assistant using the lightbulb icon at the top of the All Contacts page.
From the Upgrade Assistant home screen, choose Start upgrading forms.
You can also access the Upgrade Assistant from the top of the Forms listing page.
Select Forms
Select Select forms to choose which Forms you want to transition to All Contacts. Recently submitted or recently edited Forms appear first, but you can browse All Forms to add more. You can upgrade multiple Forms at once.
Map Fields
Act-On automatically attempts to match Form fields to All Contacts fields. Fields with a successful match display a green check.
Review any unmatched fields and select the correct All Contacts field. If a Form field should not update the contact profile, choose Don't map to contact field. This is common for message fields and other submission-only inputs. These values still appear in the submission record.
Configure
After upgrade, new submissions appear in the Form Submissions list within All Contacts. You can also create a behavioral segment to track contacts who submitted this Form.
Choose whether to archive or delete legacy Form submission lists. The upgrade redirects new submissions to All Contacts only. If older submissions are not already in All Contacts, import them before archiving the old lists.
Review and Test
Review your selections one more time, then complete the upgrade. Afterward, the Form Submission list appears in All Contacts for each upgraded Form. Submit a test entry to confirm the Form is connected correctly and creates a contact as expected.
If you use an integrated CRM, confirm whether these submissions should sync to your CRM. Forms using the CRM Settings panel already send submissions to your CRM.
If the previous Form Submission List was configured to push to CRM, update that flow. Go to Lists > Other Lists > Form Submissions, open the menu, and select Import/Export > Push to {CRM}.
Since new submissions now go to the All Contacts submission list, you can either update the Form to use CRM Settings or create an Automated Program to push submissions to the CRM.
Upgrade Log and Revert Option
The Forms section of the Upgrade Assistant includes an upgrade log showing all Forms you have upgraded. From here, you can revert a Form if needed.