Publishing Web Content

When creating a Web Content record, there are two parts to the process. First, you create the record itself within CRM, then you click save and click Design to open up the Web Content designer.

Oftentimes, you may find that you want to change something about your Web Content after designing and embedding it. For example, the Create new Visitor as Lead or Contact field, or the associated Actions. Simply make your changes, click Save the record, and then click Publish.

This will ensure the changes you just made will propagate when a user interacts with the embedded, working Form, Survey, Landing Page, or Subscription Page.

NOTE: The Publish button must be clicked in order for any changes made to the Web Content Record in CRM, such as the Create New Visitor As field, to take effect and be utilized on future record submissions. The Publish button does not need to be used for changes made within the Web Content designer to take effect.