With the arrival of Act-On's new Forms Composer, Classic Forms are now a legacy feature and no longer available to new Act-On accounts. However, existing accounts with saved Classic Forms still have access to this legacy feature.
Classic Forms will have limited support going forward. For this reason, we recommend that you convert and update your Classic Forms in our newest Forms Composer. Migrating your Classic Forms to our latest version of Forms Composer will ensure your Act-On forms remain up-to-date and give you access to updated Form features.
Disclaimer: This article refers to Classic Forms, a legacy feature no longer available for new accounts. Classic Forms has limited support. For more information on our newest Forms Composer, see Forms Composer User Guide.
To migrate your Classic Forms to the latest version of Forms, follow these steps:
Step 1: Convert Your Classic Form
Open your Act-On account and go to Content > Forms. Here, you'll see a list of your existing Forms.
Forms built with the legacy Classic Forms platform will show with the Classic icon, seen here:
To move your Classic Form to the new Forms Composer, hover over the blue icon on the right-hand side of the Forms page.
Select New Form from the drop-down items that appear.
A new page will open in your browser with three options for creating a Form. Select Classic Form.
Select the Classic Form you'd like to convert from your available folders in the pop-up window. Click Submit.
Your Classic Form will now be migrated to a new Form and open in the updated Forms Composer.
Step 2: Update Elements in Your Newly Converted Form
You've successfully converted your Classic Form to the new Forms Composer. Now, you'll need to ensure that elements from your original Form were updated correctly during migration. Some components from Classic Forms will not automatically migrate to the latest version of the Forms Composer. You will need to reinsert these manually.
Elements that Migrate Automatically
Your newly converted Form will preserve specific original properties from the Classic Form, including:
- Submission List
- Form Response Options (this excludes Response Display settings, which are not available yet in the new Forms Composer)
You can modify or update automatically migrated properties in the Properties tab as desired.
Note: Converting your Classic Form will not affect any previous submissions or submission lists you've collected with the original Form.
Elements to Update Manually
Some components of your Classic Forms will not automatically migrate in the updated Forms Composer. These include:
- External Web Analytics
- Stationery / Design Elements
- Fixed-width / Adaptive-width
- File Upload Block
The new Forms Composer will highlight elements that did not migrate from your Classic Form. You will need to reinsert missing form elements before saving and embedding your newly converted Form.
This Classic Form uses a logo and stationery for branding purposes:
When opened with the new Forms Composer, the converted version of this Form no longer has a logo. Forms Composer will highlight the missing logo's original location, indicated by a red placeholder section:
In the Design tab, placeholder blocks like the example above will show missing design elements that did not migrate from your Classic Form. You can remove these placeholder blocks manually by clicking . Placeholder blocks will automatically delete once you've saved your converted Form.
You'll find a notification in the Design tab reminding you that the Stationery feature is no longer supported in the new Forms Composer. Click on the Form Properties section (highlighted pink and indicated by a blue dot) in the Settings bar.
The Edit Form Properties panel will appear, allowing you to update the styling and layout of your converted Form. The notification will disappear once you've saved your updated Form, or you can manually close the notification yourself.
Step 3: Embed Your Converted Form
Once you've converted and updated your Classic Form in the new Forms Composer, it's time to save your newly converted Form. Saving your converted Form creates a new, stand-alone Form separate from the original Classic Form. You'll find your converted Form in the Forms folder.
You'll need to embed the converted Form in any Act-On Landing Pages or third-party web pages where the original Classic Form resides. Converting your Classic Form does not automatically update embedded instances of the Classic Form with the converted Form. Use the Embed tab in the new Forms Composer to re-embed the Form in your Act-On Landing Page or external web page.
For more instructions on embedding your Form in a landing page, see Forms Composer User Guide.