Forms Composer User Guide

  • Updated

The Act-On Forms Composer is a handy tool for engaging with your contacts and aligning your marketing strategies to satisfy their needs and interests. You can easily customize your forms to get relevant information that helps you make informed decisions based on real data.

The Forms Composer offers a lot of flexibility with the kinds of forms you can make. Whether you need to receive survey responses, get people signed up for webinars, or build a complete profile about your contacts, the Forms Composer can help you reach your goals.

Create a Form

You can get started by going to Content > Forms. To create a new form:

  1. At the top right click Create form.

  2. Choose whether to Start from scratch or Start with a template.:

    Form

    There are also Additional options if you have Classic Forms (a legacy feature).
    Your newly created form will now open in the Forms Composer.

To open an existing form, go to Content > Forms. Hover over any of your listed forms and click Edit to open it in the Forms Composer.

Not sure where to start? Go to Content > Catalog > Forms tab for pre-designed template ideas!

 

Design and Customize Your Form

Apply Form Properties

Form Properties are fundamental settings that help you identify your form and determine where your form's data will be stored. Go to the Properties tab in the Forms Composer to give your form a Title, create or select a Form Submissions List, and set up your form's Response Page.

Form Properties Guide 

Screen_Shot_2022-05-24_at_5.38.25_PM.png

Design Your Form

Once you've set your Form Properties, go to the Design tab to begin designing the content of your form. Here, you'll add Sections to structure your form and Blocks for various types of content, including input fields, images, and submit buttons.

Form Design Guide

Screen_Shot_2022-05-25_at_10.04.55_AM.png

Customize Form Settings

You can also use the Design tab to further customize your form's appearance with Form Settings. Here, you'll set properties to style your input fields, map form submission list columns to your input fields, set form conditions, or apply custom CSS.

Form Settings Guide

Screen_Shot_2022-05-24_at_5.44.43_PM.png

Review & Test Your Form

After designing your form, head to the Review tab. Here you can test your form fields and settings to make sure that your form is working properly. You can also preview how your form will look on a variety of devices, including Desktop, Mobile, and Tablets.

Once you've created a new Form, it's a good idea to test it! See Test A Form for more details.

Screen_Shot_2022-05-25_at_10.06.53_AM.png

Publish Your Form

Go to the Embed tab to embed your form on a live landing page. There are two ways available to publish your form:

  • Act-On Landing Page – Go to Content > Landing Pages to create or open the desired Landing Page, then use the form block to embed your new form
  • External Web Page – To add your form to an external page, add external URLs under External Pages or use the manual embed code. See this guide for details.

Screen_Shot_2022-05-24_at_5.48.25_PM.png

Heads up! Act-On Forms do not have public URLs. They must be embedded in an Act-On Landing Page or external web page to be publicly available.

Was this article helpful?

Have more questions? Submit a request