Edit your Form's response page, set up a confirmation email that visitors receive after they submit your Form, create alerts to notify your marketing team every time you get a Form response, and more in the Form composer Properties tab:

Required Settings

Title and Description

The Title and Description fields are required for all Forms and allow you to identify your Form. The Title field is the publicly visible title of your Form. The Description field is for internal purposes only and appears below the title on the Act-On Forms page.

List and Always Append

The List field identifies the Form Submission List that will capture data submitted through your Form. You can create a Form Submission List by typing a new list name into this field, or you can select an existing list to record your Form submissions.

By default, the Always Append feature is disabled. This means that your Act-On Form will not record duplicate submissions from the same email address. Act-On will simply update the previous Form submission with data from the new Form submission. Enabling Always Append will record duplicate submissions in your list.

Learn more about Form Submission Lists and the Always Append feature.

Form Submission Data (Act-On Contacts)

If using Act-On Contacts, & this section is headed Form Submission Data, see Syncing Form Submissions to Act-On Contacts.

Response Page

Response Page settings allow you to define what your visitors see after they submit your Form.

Response Page options include:

• Redirect URL – Redirect your visitor to an external URL
• Webinar Form – Redirect your visitor to another Act-On Webinar Form
• Landing Page – Redirect your visitor to one of your Act-On Landing Pages
• Saved Rich Text Block - Display an existing Rich Text Block when your visitor submits your Form
• Rich Text Block - Create a new Rich Text Block message to display to your visitor

You can also set your Form to provide Gated Content to your visitors after they submit your Form. Gated Content can include downloadable whitepapers, case studies, and e-books.

Learn more about adding Gated Content to your Forms.

Optional Settings

Ad Blocker Detection

Browser extensions known as ad blockers may prevent your Act-On Form from loading on the page. Act-On's Ad Blocker Detection can detect when this happens and advise your visitors to update their browser settings with a customizable notification.

Learn more about enabling Act-On's Ad Blocker Detection feature, including how to customize the notification for your visitors.

Confirmation Email

You can set up a Confirmation Email that visitors will receive after they've submitted your Form. While Confirmation Emails are not required, we recommend you use this feature. Confirmation Emails reassure your visitors that you've received their Form submissions and give you further insight into visitor engagement via the Sent Message Report.

Learn more about Confirmation Emails.

Suppressed Domains

The Suppressed Domains setting allows you to define where visitors using suppressed email domains will be redirected when they try to submit your Form. Similar to the Response Page, you can redirect suppressed domains to an external URL, another Act-On Form, an Act-On Landing Page, or a customizable Rich Text Block.

Capped Sign-ups & Expiration

If you use a Form to collect attendee information and sign-ups for a webinar or trade show, you may want to limit registrations for events that are time-based or with a capped number of participants. Capped Sign-Ups allow you to set a maximum number of registrants that can submit your Form. Any visitors beyond this cap will not be able to register through your Form. Similarly, Expiration allows you to set a date and time for your Form to stop accepting submissions.

If you don't set a cap or an expiration date, your Form will continue accepting submissions until you unpublish it.

Learn more about limiting your Form submissions.

Alerts

Use Alerts to notify your marketing team by email when visitors submit your Form. Enter specific email addresses, typically from within your organization, that you'd like to receive alerts. You can also set alert conditions related to the visitor's geographic territory and lead-owner relationship. Alerts contain all Form submission information, including a timestamp, and are completely separate from confirmation emails sent to visitors who submit Forms.

Learn more about setting Form alerts.

Contact Record Updates

Contact record update policies control how contacts are added to the All Contacts list if the Form is configured to be submitted there. If a Form is submitted by an existing contact, you can choose to update all fields (including those with data already) or just blank fields. If multiple contacts match the e-mail submitted (which is unusual but can occur with CRM data), you can choose to update all contacts, the newest (default) or the oldest. If a contact submits the same Form multiple times, you can view all submissions on the Form list or just the most recent one. These policies only apply to Act-On Contacts based Forms. Learn more

CRM Settings

The CRM Settings option applies if you have a connected CRM. This lets you push the Form submission data to the CRM, adding or updating leads or contacts. CRM settings vary per CRM, but you can generally also add a task and/or add the contact to a campaign.

Learn more about CRM Form push settings.

External Data Submission

If you work with a third-party service that offers External Data Submission via URL, enter that URL here. Please be aware that your third party may have additional requirements for Form input names or other content. We recommend reviewing their documentation or working with a web developer to set up External Data Submission correctly.

Learn more about setting up your Forms in Act-On for double-posting.

Next Steps

Once you're finished setting up Form Properties, make sure to complete the following:

• Go to the Design tab to design your Form and create compelling, user-friendly content
• Use the Form Settings panel in the Design tab to enable important settings. This includes:
  • Design Properties – determine layout and styling specifications
  • Field Mapping – map your Form fields to the columns in your Form submissions list
  • Form Conditions – add conditional logic to your Form with IF and THEN statements
  • CSS – upload custom CSS stylesheets
• Review your Form in the Review tab to test your Form's design and settings
• Use the Embed tab to embed your Form in an Act-On Landing Page or external web page

Want to learn more about Act-On Forms? Visit our Forms Composer User Guide for guidance.