Transitioning from Marketing Lists to use the Audience Center All Contacts database as a central repository for your contact data? Easily direct your Forms to submit to the All Contacts database with the Upgrade Assistant.
Contact data from submitted forms are immediately added to the All Contacts database while maintaining a record of Form submission data accessible from the All Contacts screen.
Access the Upgrade Assistant
Access the Upgrade Assistant from the lightbulb at the top of your All Contacts screen:
From the Upgrade Assistant page, choose Start upgrading forms.
You can also access the Upgrade Assistant from the top of the Forms listing page.
Step 1: Select Forms
Choose Select forms to choose which Forms you want to transition to All Contacts. Act-On suggests Forms that have had recent submissions or were recently edited, however, you can navigate to All Forms to pick additional Forms. You can pick multiple Forms to update at the same time.
Step 2: Map Fields
In this step, Act-On tries to match your Form fields to fields on your All Contacts list. Fields that were matched automatically have a green check:
Review any unmatched fields and pick the correct field from the drop-down on the right. If you are collecting data on the Form that you don't want to add to the contact profile, you can choose "Don't map to contact field" at the bottom of the drop-down list. This is common for "message" fields or other data that is specific to this Form submission only. These fields are still saved with the Form submission:
Step 3: Configure
Form submissions appear on the Form Submissions list of the All Contacts page. However, you can also create a behavioral segment of All Contacts for these Form submissions.
Also, here you choose if you wish to archive or delete the legacy Form submission lists. Remember, this upgrade process is simply pointing the Form to All Contacts for new submissions. Be sure to import your old submissions into All Contacts if they are not already part of your All Contacts list:
Step 4: Review & Test
The final step lets you review one more time before completing your Forms upgrade. Once complete, you'll see the Form submission list in the All Contacts area. Be sure to test a submission to ensure that it is correctly configured and it adds to the list here:
If your prior Form Submission List was set to push to the CRM, you'll need to make changes. To check this, go to Lists > Other Lists > Form Submissions, and from the drop-down arrow, click Import/Export > Push to {CRM}. Since new submissions will now be going to the All Contacts Form submission list, you can set up an Automated Program to push submissions to the CRM or change the form to use the CRM Settings push option.
Upgrade Log & Revert Option
If you click on the Upgrade Assistant (light bulb icon on the All Contacts page) the Forms section shows an upgrade log. This keeps a record of all the Forms you have upgraded. From here, you can also revert a Form.