Act-On’s Content Sharing feature allows you to share forms with your child accounts, including Content Fragments, Form Templates, and related assets attached to your form, such as images and documents.

Instructions

Step One - Share and Accept Form

1. Navigate to the Form you want to share
2. Hover over the relevant form and open the dropdown menu by clicking the 3 vertical dots
3. Click Share 
4. Select the account or accounts to share the form
5. Click Share
6. Accept the Form from the shared account
   1. In the account selected in step 4, click Home and navigate to Inbox
   2. Hover over the shared Form and click Preview, Accept, and/or Decline
   3. Once the Form is accepted, it appears in the Default folder

Step Two - Review Shared Form

Changes that are made to a shared Form prior to it being accepted will be reflected in the Child account, including any changes made after the Parent account shared the Form. It is a best practice to review your Form to make sure it is properly configured.

Field Mapping

A new form submission list gets created in the child account based on mappings in the parent account (but without any data submissions from the Parent account). This list can then be modified in the Child account.

Landing Page Redirect

When a form that redirects to a Landing Page is shared, that Landing Page and any associated assets/fragments will be added to the Child account.

Account IDs are updated to reflect those of the Child account.

A new default URL is created in the Child Account when a Form that redirects to a Landing Page is shared from a Parent.

Fragments within a Form

Fragments within a shared form will be condensed into content and unavailable for re-use by the Child account.

If the shared form is set to redirect to a Fragment in the Parent account, that Fragment will be shared with the Child account. Otherwise, if the Parent wants to share a Fragment they will need to do so separately.

CAPTCHA Domains

CAPTCHA Domains are not shared from the Parent account. The Child Account CNAME/Account ID will be automatically added to the CAPTCHA when a form is shared, which will allow the CAPTCHA to function on all pages associated with the CNAME/Account ID. Additional domains can be added by the Child account.

Responses

All of the settings from the Response section of a Form from a Parent account will be retained when shared with a Child account, except CRM settings.

FAQs and Troubleshooting

What can be shared from Parent to Child accounts in Forms?

Forms, Form Templates, and Content Fragments can all be shared. Assets attached to a specific form, such as images or documents, are also shared when it is shared.

What is not shared?

CRM settings, Form Submission lists, or any Fragments included in the Form design are not included when you share a Form. Landing Page URLs used in a Form redirect and CAPTCHA Domains must be reconfigured, as well.

I shared a Form and then made an update to the original in the Parent account. Is that change reflected in the Child account?

Shared Forms will only reflect changes made until it is accepted by the Child account. After it has been accepted, it is unique and separate and will not reflect any changes made to the original.