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Classic and Beta Form to CRM problems

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2 comments

  • Robert Kohnke Act-On Team
    Hi Rod, 

    I am sorry to hear about the frustrations that you are experiencing with viewing submitted Form data in the Labs/Beta forms. 

    I can assure you that you aren't doing anything incorrectly, it is an unfortunate limitation currently as Act-On continues to expand the functionality of the Labs composer/Forms. 

    At this time, anyone attempting to view the submitted data of a Labs Form through the Activity History or the Form's report/results will see the error you included in your post. 

    Hopefully this feature is added soon, to eliminate the need to download your submitted data to view the responses. 

    For now, you are doing the best that you can!

    Happy marketing!

    ------------------------------
    Robert Kohnke
    Marketing Automation Specialist - Certified Strategist, Act-On Software, Inc.
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    -------------------------------------------
    Original Message:
    Sent: 12-13-2017 14:42
    From: Rod Salm
    Subject: Classic and Beta Form to CRM problems

    Anyone else encountering this issue? Does anyone know when they'll finally merge Beta and Classic forms taking the best features of each?

    Why this is bothersome: basically, we can't view our users submitted form data in our CRM, only from a downloaded excel database.

    What am I missing?

    Rod

    screen cap

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    Rod Salm
    Marketing Manager, Acculift
    ------------------------------
  • Elise Ochoa
    Hi Rod,

    Thanks for reaching out and for bearing with us while we get the Labs Form Composer ready for general availability.

    I'm happy to report that we are currently working on making the Activity History and Forms reports compatible with Labs Forms and expect the updated reports to be released within the next month.

    Thanks again for your patience and please let me know if there's anything else I can help out with.

    All the best,

    ------------------------------
    Elise Ochoa
    Product Manager
    Act-On Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 12-13-2017 14:42
    From: Rod Salm
    Subject: Classic and Beta Form to CRM problems

    Anyone else encountering this issue? Does anyone know when they'll finally merge Beta and Classic forms taking the best features of each?

    Why this is bothersome: basically, we can't view our users submitted form data in our CRM, only from a downloaded excel database.

    What am I missing?

    Rod

    screen cap

    ------------------------------
    Rod Salm
    Marketing Manager, Acculift
    ------------------------------

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