Form Design

Forms Composer User Guide

Whether you need to receive survey responses, get people signed up for webinars, or build a complete profile about your contacts, the Forms composer offers flexibility to help you reach your goals. Forms are 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 tha...
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Form Properties Guide

Edit your Form's response page, set up a confirmation email that visitors receive after they submit your Form, create alerts to notify your marketing team every time you get a Form response, and more in the Form composer Properties tab: Quick Reference (Advanced Users) Title / Description - public title and internal-only description List / Always Append - sets the Form Submissio...
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Form Settings Guide

Form Settings are in the Design tab of the Forms composer to further customize your Form. With Form Settings, you can do any of the following: Adjust font and color settings for your input fields Map your Form fields to columns in your Form submissions list Add Form conditions Upload custom CSS stylesheets Getting Started Before you configure your Form's settings, make sure to complete these ...
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Form Design Guide

Create and style your Form's content using the WYSIWYG editor in the Design tab of the Forms composer. Add, edit, and delete Form sections and blocks to design dynamic, user-friendly Forms quickly and easily. Getting Started Before you begin designing your Form, make sure to complete these steps: Create your Form Visit the Forms Composer User Guide for instructions on creating a new Form from ...
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Adding File Upload to a Form

The File Upload block allows Form submitters to upload documents with their Form submissions.For example, this could include resumes, article submissions, or statements of work. Files can be retrieved by accessing the Act-On list that collects the submissions.This functionality is only available for Audience Center Forms - those that submit to All Contacts.InstructionsUse File Upload Field Go t...
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Test A Form

Once you've created a new Form, it's a good idea to test it! Here's a quick checklist: Tip: Using an incognito browser when testing Forms will prevent confusion with cookies that may identify you to Act-On. Navigate to where the Form is hosted (embedded on a page or a landing page) and submit the Form. Confirm that all fields are configured as desired (required, data type restrictions, etc) Co...
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Creating a Single Opt-In Form

A Single Opt-In Form allows contacts to enter their information to receive your marketing emails. Act-On makes it easy to build Single Opt-In Forms. Follow this guide to create them. Heads up! By default, all email addresses in Act-On are treated as opted-in. It is your responsibility to ensure that the emails you send are compliant with your regional jurisdiction. Related Help:Need to set u...
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Enable Ad Blocker Detection for Act-On Forms

Some browser extensions known as ad blockers may prevent an Act-On Form from loading on the page. Act-On now has a feature that can detect when this is happening and advise your visitor to update their settings with a customizable notification. This feature does not apply to Classic Forms. Instructions Don't forget to update your Form Embed When you enable ad blocker detection for an existing...
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Using Emails to Confirm Form Submissions

Confirmation emails help reassure your contacts that you've successfully received their Form submissions. Use confirmation emails to eliminate uncertainty and acknowledge when your contacts submit your Form to register for webinars, download gated media content, and more. You can attach a confirmation email to your Form in the Act-On Forms Composer. The Forms Composer will redirect you to the E...
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Adding a reCAPTCHA Field to Act-On Forms

Add a reCAPTCHA field to your Act-On Forms for an extra security measure. If you're receiving many blank form submissions, you may have spam bots submitting your Forms. Placing a reCAPTCHA field in your Forms will prevent this. ReCAPTCHA requires Form visitors to click a checkbox before submitting their information. If they do not – or cannot, as is the case with spam bots – they will receive t...
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Add a State or Country Field to a Form

Including a state or country dropdown in your Form gives you useful information about your visitors - but if you're syncing that data to your CRM, there are a few important steps to follow first, or the values simply won't transfer. Why this matters: Like any standard field name, the state or country field must exactly match your CRM's version, or the data will not transfer. Instructions Navi...
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Limiting Form Sign-Ups

You can expire your Forms or cap submissions when using Forms to register sign-ups, for example for time or capacity-limited events, including webinars and trade shows, because Act-On Forms are public web pages and can be accessed by visitors at any time. In Act-On's Forms Composer, you can set a Form expiration date and limit how many visitors can submit your Form. Instructions Adding a Cap f...
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Create Content Fragments and Saved Sections in Forms

Content fragments allow you to save and reuse specific input fields, content blocks, and sections across your Act-On Forms. If you frequently use the same content block or section in multiple Forms, save it as a content fragment in the Forms Composer and add that fragment to any Form you'd like. This helps you ensure that your Forms, form fields, and list data stay consistent. Example Scenario:...
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Add Progressive Profiling to Forms

If you need to improve your Form conversion rates, but you are hesitant to ask fewer questions to generate sales-qualified leads, progressive profiling is a powerful solution. The number of fields in your Form can directly impact your Form conversion rates - less is more. Most web users do not like to fill out long Forms. You have a much higher likelihood that your Form will be completed if it ...
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Adding Form Conditions to Selectively Display Fields

Form Conditions change the content shown to your Form's visitors based on the information they provide. Conditions dynamically hide or reveal Form blocks and sections as contacts fill out your Form, improving the user experience by reducing the time and effort needed to complete it. Example Use Cases Ask specific questions or hide irrelevant questions for contacts with particular characteristi...
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Add Gated Content to Forms

Gated content is content that requires a contact to submit a Form before gaining access (e.g., whitepaper, case study, e-book). In this two-way exchange, you receive the user's contact information while they receive your valuable content.Once a prospect completes your Form, the prospect's browser will be prompted to download the file. Contacts can access these gated media assets until their For...
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Using a Custom Submit Button Image

Want your Form's Submit button to look like something other than the default gray button? You can swap in any image from your Image Library -- including Act-On's built-in stock images -- for both new Forms and Classic Forms. Why this matters: A Submit button that matches your brand (or is designed to stand out) can be the difference between a visitor finishing a Form and abandoning it at the la...
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Accept PayPal Payments through Your Act-On Form

You can let Form visitors pay you through PayPal right after they submit an Act-On Form. The setup works by creating a PayPal button, then pointing your Form's response page at that button's link so visitors land on PayPal to complete payment as soon as they submit. Why this matters: This lets you collect payment without building custom checkout logic. The Form handles data collection, and Pay...
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Creating a Second Form Field to Confirm Email Address

With Act-On Forms, you can easily create two Form fields required to match. The second Form field asks users to confirm the values they've provided. By asking a contact to confirm their email twice, you reduce the possibility that someone enters their email address incorrectly. This prevents problems such as hard bounces to bad email addresses and ensures that every contact's information is fai...
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Creating Forms From a Template

Building a Form's branding, layout, and response settings from scratch every time is wasted effort once you already have a design you like. Save that Form as a template, and every new Form you base on it starts out already styled and configured. Why this matters: Reusing a template keeps your Forms visually consistent and cuts the time it takes to launch a new one, since you're not rebuilding ...
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Customizing Form Appearance and Functionality using JavaScript

If you routinely use the Act-On Form editor, you may want to customize the appearance or functionality of Forms beyond what the editor allows by default. With some CSS and JavaScript knowledge, just about any edit can be made. Go to Content > Forms. Hover over the Form in question and click Edit In the Design tab, click CSS: From this panel, you can modify the various classes utilized b...
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Creating a Password Field in a Form

The Password Field option allows visitors to create a password in your Form. You can use this field to confirm sensitive information. Any characters that Form visitors type in these fields will be masked with asterisks. Follow the instructions below to learn how you can use password fields in your Act-On Forms. Instructions Set Up a Password Field with Forms Go to Content > Forms From the For...
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