Form Submissions

Janet Glass
We have Act-On and Dynamics CRM integrated and we like it for the most part. However, it would be nice if we could see the actual form submission information when clicking on a submitted form in a contacts Activity History.  Currently you can just see a blank form, but you at least know which form was submitted, you just don't get the data in our CRM system. You would have to go into the Act-On system to find that data and our sales staff don't have access to those reports.

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Janet Glass
Sr. Marketing Analyst, Elanders Americas
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Comments

2 comments

Date Votes
  • Comment author
    Janet Glass
    After further digging, I am updating my post. It looks like the 'old' classic form did put the information into the submitted form in the contacts Activity History, but the new form version does not retain the submitted information.

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    Janet Glass
    Sr. Marketing Analyst, Elanders Americas
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    Original Message:
    Sent: 08-10-2018 14:34
    From: Janet Glass
    Subject: Form Submissions

    We have Act-On and Dynamics CRM integrated and we like it for the most part. However, it would be nice if we could see the actual form submission information when clicking on a submitted form in a contacts Activity History.  Currently you can just see a blank form, but you at least know which form was submitted, you just don't get the data in our CRM system. You would have to go into the Act-On system to find that data and our sales staff don't have access to those reports.

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    Janet Glass
    Sr. Marketing Analyst, Elanders Americas
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    0
  • Comment author
    Chris Bjorklund
    I submitted a support ticket for this as well. Hope they address it soon. In the meantime you can have Act-on send the root email to the appropriate people based on the states you assign to the sales users. Not as convenient but an alternative.


    ------Original Message------

    After further digging, I am updating my post. It looks like the 'old' classic form did put the information into the submitted form in the contacts Activity History, but the new form version does not retain the submitted information.

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    Janet Glass
    Sr. Marketing Analyst, Elanders Americas
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    0

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