Forms Beta

Becky Montchal

Hi all,

Is anyone using Forms Beta? So far, I really like it. I'm really excited to explore the if/then options within forms! Does anyone know if you can customize the post-submit redirect page based on a response in the form?

Thanks! 

Becky



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Becky Montchal
Director of Marketing, Symmetry Software
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0

Comments

6 comments

  • Comment author
    Becky Montchal

    Hi all,

    Is anyone using Forms Beta? So far, I really like it. I'm really excited to explore the if/then options within forms! Does anyone know if you can customize the post-submit redirect page based on a response in the form?

    Thanks! 

    Becky



    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    0
  • Comment author
    Marten Hoekstra
    I like the if/then option. It looks like you can you it in two ways:
    1. based on the stored values of the person who filling in the form (if known to Act-On)
    2. based on the values entered in the form
    At the moment i am still using the classic version because progressive profiling is not available yet and the drop down does not show the down arrow on the front end. Makes it confusing for the end user. UX wise i also have to get used to the way it works. Little bit more clicks then in the classic version.

    ------------------------------
    Marten Hoekstra
    Stan and Stacy
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    -------------------------------------------
    Original Message:
    Sent: 10-26-2017 22:02
    From: Becky Montchal
    Subject: Forms Beta

    Hi all,

    Is anyone using Forms Beta? So far, I really like it. I'm really excited to explore the if/then options within forms! Does anyone know if you can customize the post-submit redirect page based on a response in the form?

    Thanks! 

    Becky



    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    0
  • Comment author
    Mary Anne Matos
    We've been using Forms Labs here a bit.

    Pros:
    • How easy it is to set up and design the form
    • The If/Then options. We haven't explored it yet but will likely be doing so soon


    Cons:
    • How embedding on an external site works
    • We can't use it for gated content


    ------------------------------
    Mary Anne Matos
    Marketing Administrative Assistant - Continuing Education, Johnson County Community College
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-26-2017 22:02
    From: Becky Montchal
    Subject: Forms Beta

    Hi all,

    Is anyone using Forms Beta? So far, I really like it. I'm really excited to explore the if/then options within forms! Does anyone know if you can customize the post-submit redirect page based on a response in the form?

    Thanks! 

    Becky



    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    0
  • Comment author
    Justin Williamson
    Hey, @Becky Montchal, I don't believe the redirect page can be dynamically assigned at this point.  That's one feature I hope is on the list to be added! It would be super helpful for how I use forms.

    ------------------------------
    Justin Williamson
    Marketing Specialist, Foundation Group, Inc.
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-26-2017 22:02
    From: Becky Montchal
    Subject: Forms Beta

    Hi all,

    Is anyone using Forms Beta? So far, I really like it. I'm really excited to explore the if/then options within forms! Does anyone know if you can customize the post-submit redirect page based on a response in the form?

    Thanks! 

    Becky



    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    0
  • Comment author
    Becky Montchal
    @Justin Williamson same! It'd be so helpful to give the audience more information based on what they selected... or display case studies for the product they are interested in... the options are (probably) endless! 

    @Scott Wallace This is awesome!! I'd like to use it on a form that has multiple fields to fill-in. Here is the form I'm talking about... essentially if someone clicks the last option (I'm looking for blank forms...) I'd like to redirect to a landing page that tells them we don't offer blank forms, they're company has sent them to our site by mistake. Would love to hear your thoughts on if this is a good use case / do-able before getting started, because we need to create several assets surrounding this before implementing. 

    @Marten Hoekstra the 'if/then' function is really cool. I do wish you could choose to display a rich text block or image based on a selection, maybe this will be added after the beta? Currently you can only choose other form fields to display as an 'if/then'. 

    Thanks everyone for your help and input! 



    ​​​

    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-27-2017 09:32
    From: Justin Williamson
    Subject: Forms Beta

    Hey, @Becky Montchal, I don't believe the redirect page can be dynamically assigned at this point.  That's one feature I hope is on the list to be added! It would be super helpful for how I use forms.

    ------------------------------
    Justin Williamson
    Marketing Specialist, Foundation Group, Inc.
    ------------------------------

    Original Message:
    Sent: 10-26-2017 22:02
    From: Becky Montchal
    Subject: Forms Beta

    Hi all,

    Is anyone using Forms Beta? So far, I really like it. I'm really excited to explore the if/then options within forms! Does anyone know if you can customize the post-submit redirect page based on a response in the form?

    Thanks! 

    Becky



    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    0
  • Comment author
    Becky Montchal
    Hi @Scott Wallace,

    Thanks for your patience on my response...

    In a perfect world, the response page would be dynamic based on the option selected only in that one field (product inquiry). However, in an effort to start small and scale up, I'd like to explore just the one answer displaying a different response. Does this make sense?

    I loved the Penguins in the other form - thank you for showing me that it's available!

    Becky

    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-30-2017 12:59
    From: Scott Wallace
    Subject: Forms Beta

    Hey @Becky Montchal, for the other options on your form should they all go to the same response page? Do you need to do any segmentation/similar from the chosen option on the form? Once I know the answers to these I'll possibly be able to show you how I got the redirects working in the other thread we have going on this topic.

    Also, take a look here to see that we can show text/images based on options selected.​ Excuse the fact the form looks horrendous please as I did throw it together in a few minutes! :)

    ------------------------------
    Scott Wallace
    Act-On
    ------------------------------

    Original Message:
    Sent: 10-27-2017 12:43
    From: Becky Montchal
    Subject: Forms Beta

    @Justin Williamson same! It'd be so helpful to give the audience more information based on what they selected... or display case studies for the product they are interested in... the options are (probably) endless!

    @Scott Wallace This is awesome!! I'd like to use it on a form that has multiple fields to fill-in. Here is the form I'm talking about... essentially if someone clicks the last option (I'm looking for blank forms...) I'd like to redirect to a landing page that tells them we don't offer blank forms, they're company has sent them to our site by mistake. Would love to hear your thoughts on if this is a good use case / do-able before getting started, because we need to create several assets surrounding this before implementing.

    @Marten Hoekstra the 'if/then' function is really cool. I do wish you could choose to display a rich text block or image based on a selection, maybe this will be added after the beta? Currently you can only choose other form fields to display as an 'if/then'.

    Thanks everyone for your help and input!



    ​​​

    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software

    Original Message:
    Sent: 10-27-2017 09:32
    From: Justin Williamson
    Subject: Forms Beta

    Hey, @Becky Montchal, I don't believe the redirect page can be dynamically assigned at this point.  That's one feature I hope is on the list to be added! It would be super helpful for how I use forms.

    ------------------------------
    Justin Williamson
    Marketing Specialist, Foundation Group, Inc.

    Original Message:
    Sent: 10-26-2017 22:02
    From: Becky Montchal
    Subject: Forms Beta

    Hi all,

    Is anyone using Forms Beta? So far, I really like it. I'm really excited to explore the if/then options within forms! Does anyone know if you can customize the post-submit redirect page based on a response in the form?

    Thanks! 

    Becky



    ------------------------------
    Becky Montchal
    Director of Marketing, Symmetry Software
    ------------------------------
    0

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