Limiting Form Sign-Ups

  • Updated

Act-On Forms are public web pages and can be accessed by visitors at any time. However, you may want to expire your forms or cap submissions when using forms to register sign-ups for time- or capacity-limited events, including webinars and trade shows. In Act-On's Forms Composer, you can easily set a form expiration date and limit how many visitors can submit your form. 

Instructions

Adding a Cap for Form Sign-Ups

To set a maximum number of form submissions:

  1. Go to Content > Forms
  2. In the Forms page, create a new form or select an existing form
  3. In the Forms Composer, go to Properties > Response > Capped Sign-Ups
  4. Enter a Number to limit the number of visitors who can sign-up through your form
  5. Add a Page or Form Redirect to redirect users who visit your form after it has already reached its cap for submissions:
    • Redirect to URL – Enter a URL to automatically redirect visitors to an external site
    • Classic Form – Redirect your visitors to another Form
    • Landing Page – Redirect visitors to an Act-On Landing Page
    • Saved Rich Text Block - Redirect visitors to an existing rich text block message  
    • Rich Text Block - Create a new Rich Text message to display to visitors
  6. Click OK
  7. Click Save when you've completed editing your form

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Change or Remove Your Form's Sign-Up Cap

If your event's maximum number of attendees changes, or if you'd like to remove the registration cap entirely, you can update or remove your form's cap with the following steps:

  1. Go to Content > Forms
  2. Click on the form you'd like to edit to open it in the Forms Composer
  3. Go to Properties > Response > Capped Sign-Ups
  4. Edit or remove the number beneath the Settings header
  5. Edit or remove the Page or Form Redirect
  6. Click OK
  7. Save your form

Setting a Form Expiration Date

You can set an expiration date to prevent form submissions after a specific date. To do this:

  1. Go to Content > Forms
  2. In the Forms page, create a new form or select an existing form
  3. In the Forms Composer, go to Properties > Response > Expiration
  4. Click Enter a Date and Time
  5. Use the calendar to set an expiration date for your form
  6. Click Next
  7. Use the clock to set an expiration time (hour and minutes)
  8. Click Next to exit the pop-up
  9. Add a Page or Form Redirect to redirect visitors trying to access your expired form:
    • Redirect to URL – Enter a URL to automatically redirect visitors to an external site
    • Classic Form – Redirect your visitors to another Form
    • Landing Page – Redirect visitors to an Act-On Landing Page
    • Saved Rich Text Block - Redirect visitors to an existing rich text block message  
    • Rich Text Block - Create a new Rich Text message to display to visitors
  10. Click OK
  11. Click Save to complete your edits

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Heads up! The expiration feature does not activate until a Page or Form Redirect has been added.

Change or Remove Your Form's Expiration Date

If your form's expiration date changes, or you'd like to remove the expiration date entirely, you can update or remove the expiration date with the following steps:

  1. Go to Content > Forms
  2. In the Forms page, click on the form you'd like to edit to open it in the Forms Composer
  3. Go to Properties > Response > Expiration
  4. Click into the Expire on: field beneath Settings
  5. In the Calendar pop-up, edit your date and/or time or remove the expiration date entirely by clicking Clear
  6. Edit or remove the Page or Form Redirect
  7. Click OK
  8. Save your form

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