Thank you to those who joined us for our Power-Up: Forms 101 Webinar Today!
As someone added in our chat during Q&A, "This is turning into more of a Q&A support group than an overview of forms." Not to worry, though, that's what the Q&A section of the power-ups is for! We've complied the unanswered questions from our Power-Up Webinar Training this morning below. If you asked a question during our Webinar that was not addressed due to time constraints, please review the answers below! Additionally, if you do not see your question answered, please feel free to add it as a comment below!
To sign up for additional Power-Up Trainings, please visit this page here.
When do the forms need to be switched by?
We have not been provided any timeline for removing the Classic Forms Composer. If a day comes where we will no longer support the Classic Composer, customer communication will be sent out to all accounts utilizing the Classic Forms well before they are removed. I would not expect them to be removed any time soon.
Once they hit submit on the form how do connect it so they go directly to a thank you landing page?
To do this you would need to create a Thank You Landing Page and then set it as the page you’d like to appear as a response. To do this, create the Landing Page and save it > create a form > in Properties, select Response > click the drop down arrow next to the URL field and select Landing Page > find the Landing Page you created and select it. Then your users will be sent there upon submit.
When you add the web address to the form before copying the embed code, are you adding the home page website or the actual link. Example: google.com or google.com/drive/etc How do you know if it's a classic or new form?
Only the main domain, so google.com versus the full URL with slug. Within your Forms the Classic forms will be noted with a Classic Logo and the New forms will have a check mark logo.
Does Act-On have any pre-built forms or do we have to build them from scratch?
Yes. You can download a Form Template from our Content Catalog. To do this, go to Content > Catalog > Forms. You can then select a template you’ve downloaded to start from when you create a New Form.
With the old forms, we were able to provide a password protected link to our sales team to download event registration lists but this is no longer available. Is there another way for this team to get form lists without a marketing user having to manually download?
You are correct that we no longer have this option on our new Forms. We do have an option to externally post submitted data to one of your databases if you have one (see here). Alternatively, you can use a 3rd party integration tool called Zapier to push all form submissions into a Google Sheet. This would allow the data to stay protected, while also being viewable to non-Act-On Users. Here is a Zapier article that discusses the many ways to integrate Act-On Forms with Google Sheets.
Is it preferred to submit data to one main contact list or to a separate list for each form? How would we consolidate all of the submitted data into one place? List maintenance programs?
We recommend creating a separate Form Submission List for each individual Form. This allows you to have historical data on all Form Submissions. You can aggregate all Form Submissions into a single list by utilizing a List Maintenance Program that is scheduled to run periodically. You can schedule these Maintenance Programs to run as frequently as every hour.
What if two forms both ask for First Name. Would it be the most recent form submitted that would show in the Contact Report?
Correct! The latest submission data will show in the Contact Report for any unique email address.
Is there a way to pre-populate form fields with contact's information already stored to make it quicker for someone to fill out a form? Or is that a setting on their end?
What do the Gated Content URLs on the embed section do?
These allow you to utilize gated content behind your Form when embedding an Act-On Form on your website. Here is an Act-On Connect Article explaining the steps for gating content on Form that you plan to embed on your website.
If you embed a form that has gated content, then the gated content will download upon submission on the website just as it would on an Act-On Landing Page.
how do you make the fields "required" versus optional?
You can choose whether the field is required by clicking the asterisk within the form block item. To do this, open a content block in a form and in the right hand menu click the asterisk in the upper right.
Can you show how to get to that again? Is that how you would disable a contact if you get a bounced email or they are no longer with the company? I usually delete the contact completely from the system.
Bounced emails are added to the Hard and Soft Bounce lists that are located in contacts. We didn’t go over those today, but you can learn more about them here.
What contact list is the pre-filled data pulling from?
A contact can exist in multiple lists and they are only a single contact. Therefore a contact can live on multiple lists and it’s information would exist as a single contact. The pre-filled data would pull from the matching fields within the contact.
Is it possible to create a response pop-up modal "thank you..." rich text box on the same page as the form instead of directing to another page entirely?
If I use classic forms and have several in use, what will happen to them when Act-On moves to the new forms only?
Customer communications will be sent out well before any potential removal of the Classic Forms in order to give everyone ample time to convert Classic forms into our current Form Composer (LABs). We released a tool that allows you to convert Classic Forms into LABs Forms about 2 years ago in order to make this process a bit less tedious.
Can you use pre-filled data with a mirror form?
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