Step four: put a real form underneath it
This is the half that turns a poster into a campaign. The embed gave you the visuals; the form block gives you a submission that becomes a record.
- In Forms, build the form. Keep it to the fields you will actually use: name, email, organisation, and one question that tells you why they came. Every extra field costs you completions.
- Back on your campaign page, add a Form Block directly beneath the embed block, and pick your form.
- Give the form block a heading, so there is a clear visual join between the designed part and the form.
- Preview, and check the two blocks sit together as one page rather than as two. If the seam shows, adjust the spacing settings on the embed block rather than editing the pasted CSS.
Step five: make the submission become a CRM record
A form that emails somebody is a form that gets forgotten in a busy week. You want the enquiry in the system where you can report on it.
On MemEx there is a workflow built for exactly this. Each field on your form carries a Dataverse binding, saying which entity it belongs to and which attribute it fills, and the Build Dataverse Payload workflow assembles the submission into records and posts it through the MemEx API.
- On each field in your form, set its Dataverse binding to the entity and attribute it should populate.
- On the form's Workflows tab, add Build Dataverse Payload (it sits under the Integration group).
- Keep an email notification workflow as well, at least at first. It is your receipt that something happened.
- Submit the form yourself, then go and look at the record in the CRM. Do not skip this. A form that looks like it worked and created nothing is the most expensive failure on this page.
If you are not on MemEx, or you want something to happen as well as the record being created, the other route is Power Automate. Create a flow with the When an HTTP request is received trigger, which gives you a URL. Point a form workflow at that URL, then in the flow use the Dataverse Add a new row action. That version takes longer to set up and gives you somewhere to hang the extras: a Teams alert to the membership inbox, a task assigned to whoever follows up, a check for an existing contact with that email before creating a second one.
Whichever route you take, submit a test enquiry and then delete the test record. Every membership database has three people called Test Test in it, and they are always somebody's campaign page from four years ago.
What this is good for, and what it is not
This is right for a campaign with an end date. A conference push, a membership drive, a consultation, a recruitment window. Something you will take down or replace in a few months.
It is wrong for anything permanent, and the reasons are worth knowing rather than discovering. A pasted page does not use your component library, so it does not inherit improvements when the rest of your site gets them, and it will drift visually as your design evolves. Its accessibility is whatever Figma Make happened to produce, which is usually decent and is not tested. You cannot A/B test it or personalise it the way you can a page built from real blocks. And the next person who needs to change it has to edit HTML in a text area, which is exactly as unpleasant as it sounds.
A useful rule: if the page is still up in six months and still working, that is your signal to have it rebuilt properly rather than a reason to leave it alone.
Do this yourself, or have it done
All of the above is yours. It is genuinely how we would suggest you handle a campaign with a deadline next week, and a marketing lead who has done it once will do the next one in an hour.
Where we help is the rung above, and the moment to call us is when a campaign page earns permanence. Rebuilding it from the component library so it stays on brand as the site changes and passes the same accessibility tests as every other page, wiring up the personalisation and testing that a pasted page cannot do, and setting up the Dataverse bindings once so the next twenty forms are a five-minute job rather than a decision each time. That is Maintain and Evolve. And if you have a campaign page you pasted in two years ago that everybody still uses, that is not an embarrassment. It is a working prototype with real traffic, and it is a far better brief than anything anybody could write from scratch.