To reach the new form builder:
- Navigate to Content > Forms
- Click the blue + button
- Choose to create a New Form from scratch or a Template Form from the Form Templates section
Title and Description
Provide a title and a optional description containing 150 characters or fewer. This title is not visible to customers - it is for internal reference only.
Use terms that will help other Act-On users identify the form and its purpose. This will be useful as you build a library of forms that you reuse. The description will be visible when hovering over the form title on the form listing page.
Choose the list that will store the form submission data.
- Type a list name to create a new list
- Choose an existing list to add leads to by clicking the list icon
Once you've created the new Form Submissions list, you'll notice a checkbox called Always Append. By default, this feature is disabled. By keeping it disabled, the Act-On form will allow duplicate submissions based on the email address; however, Act-On will simply update the previous form submission with the new form submission.
Example: if email@example.com submitted the form twice:
- Without Always Append - the form submission list will overwrite the first submission with the information from the second submission
- With Always Append - the form submission list will contain two entries for firstname.lastname@example.org and treat them as unique submissions
Form Response Options
Choose what happens after a prospect submits a form. Options include:
- Redirect to URL – The user will be automatically taken to this URL once their form has been submitted.
- Landing Page – You can direct the user to an Act-On Landing Page you have created.
- Classic Form – You can direct users to another Act-On Form you have created.
- Saved Rich Text Fragment - If you have saved a rich text block from the Form editor, you can show that to users after they submit the Form.
- Rich Text Block - Design a Rich Text message to display. Once selected a WYSIWYG editor will appear.
If desired, you can send the user an email after they submit the Form.
Examples: If a user registered for an event from the Form, you can provide event details in this email; if they completed the form to access a whitepaper, you can provide the PDF in this email.
You can reject form submissions from domains you specify in the Domains Suppression List.
If a user submits the form with an email address containing a suppressed domain, their data not be added to the Sign Up List and the submitter will be redirected to your choice any URL, Act-On Landing Page, or form.
You can place a limit on the number of people who can submit a form, such as a registration for an event.
Once the limit is reached, users will be redirected to your choice of any URL, Act-On Landing Page, or Form you define.
You can fill in an expiration date, after which users will be redirected to your choice of any URL, Act-On Landing Page, or alternate Form. If this is left blank, the form will not expire.
Enter email addresses that should receive real-time alerts for each form submission - this will contain all field data from the form. You can also choose automate alerts to go to your CRM's account owner.
Set whether submission data should push automatically into your CRM. Make sure that field names are aligned - if they are not, data will not be pushed. Act-On will create a lead in your CRM if it does not exist already.
When you select Push Signup Data to (name of CRM), additional options will appear based on the CRM you use.
External Data Submission
Select this to post the form’s submission data to an external URL.
Designing Your Form
Sections control the layout of your form. All form content must be placed within a section.
Sections function as rows - within each one you can add up to 12 columns. This is key for creating responsive designs.
Click and drag the New Section block to add it to your form.
To edit either column or row settings:
- Hover over the page section
- Click the Gear icon at the top of the section to edit column settings
- Click the Gear icon on the right of the section to edit row settings
- To add additional rows, click the icon below the Gear icon on the right side.
If you saved a section as a Content Fragment, drag the Saved Section block onto your form and choose the section you would like.
The Rich Text Block is the most versatile block in the form builder. You can input text, insert images, link to Act-On content, create tables, and much more.
Click the Act-On logo to Insert Act-On Content into the block.
Images are pulled from your Act-On Image Library.
The Text Box is the most basic type of form input.
- Enter the label and any placeholder text
- Choose whether the field is required by clicking the asterisk
- Provide a field name by either typing a name or making a selection
- Make sure the field is aligned with your lists, CRM data, and any external forms
- Click Validation if input validation is required
Hidden fields can be used to pass data in the background of the form. For example, the field name could be 'Lead Source', and the field value 'website'. This is useful information in your CRM. When linking the form to an email campaign, make sure the Hidden field has the same column name as your mailing list.
You can pull certain values into your hidden field using the personalization picker:
This magic wand icon will allow you to choose which standard field you would like to pull into your hidden field
Use the Paragraph Text block when you want to ask a question and give people the ability to respond in paragraph format.
The Combo Box allows you to choose from three variations:
- The Drop-Down list allows users to make a single selection. If you will use these same selections again in another drop-down list question, select the Save Template option. The next time you insert a drop-down list, simply select Load Template, select the template you wish to use, and your drop-down list, with its choices and corresponding values, will automatically populate.
- The wording in the Labels field will appear on the form. The wording in the Values field is the data that is pushed into the signup list. Again, indicate whether or not the field is required and provide or select the column name.
- To display a blank value as the default in a dropdown list, simply leave the topmost "Label" and "Value" fields blank. If the drop-down field is marked as required, the user will be unable to submit their Form until they've made a selection.
- Radio buttons allow only a single selection and check boxes allow for multiple selections to be made.For both radio buttons and check boxes, first enter a label and then choose either a horizontal or vertical layout ranging from one to four columns.
- The Checkboxes field allows you to choose how the values are shown in the list.
Use the Captcha field to help catch spam bot submissions.
Use the Date block to capture date entries. A variety of date formats and layouts are available.
The Submit Button is required on all forms and allows you to choose a custom button the user will click to submit the form. Align the button to the left, right, or center, and move the button between content blocks to position it in the location you choose.
If you already have a content block created that you would like to reuse, you can select it here and drag it into your form.
Form Properties allows you to control the control the overall look and feel of your form.
- Dimensions - Set the max width of your form.
- Spacing - Allows you to set the margin and padding of your form.
- Background - Allows you to set the color or add a background image to your form.
- Advanced - Toggle the icon to have your form be responsive.
- Font - Choose from both web fonts and google fonts. Click the Family field to search if you don't see a specific font type listed.
- Color - Choose the color for both your text and hyperlink colors.
- Styling - Choose the color and size of your validation text.
- Settings - Click the toggle to validate on blur.
Field Mapping list columns allows you to tell Act-On which data fields on your form belong in which columns on your list. In this area, you will be presented with a set of columns that may differ depending on whether you are creating a new list or an existing list.
Either upload a style sheet or paste the CSS into the editor and customize the CSS of the form itself.
- From the Design tab, click the CSS drop-down.
- You can either click the Upload icon to upload your style sheet from your computer or click the Folder icon > + sign to insert a style sheet that is already loaded in your Act-On Media Library.
- You can modify the code as needed directly in the editor. If you need to clear the CSS to load a new style sheet, click the Clear icon.
Review Your Form
After designing your form, you will want to review it for accuracy and make sure it displays correctly on Desktop, Mobile, and Tablets.
From the Review tab you can view how your form renders on desktop, tablet and mobile. Additionally, you will be able to preview both vertical and landscape views for tablet and mobile.
Publish Your Form
You can publish your form in two ways:
- Act-On landing page - To do this, navigate to the landing page you would like to use, and use the form block to add it in.
- 3rd party landing page - To add your form to an external page, you can use embed code. See this guide for details.
Please note: Act-On's New Forms do not have Public URLs. They must be embedded to be publicly available.