Form Data

Why do I have empty or repetitive submissions to my Act-On Form?

If you have empty or repetitive Form submissions to your Act-On Forms, spam bots could be the culprit. Spam bots are programs designed to search the internet for unprotected Forms and make unwanted Form submissions. Spam bot submissions are usually repetitive and may contain abusive language or messaging, while some are empty. This can affect the integrity of data and reporting for your Act-On ...
Read Article →
Don't Want Form Submissions to Build a Lead Score? Suppress Cookie Logging

There are times you want form submissions to keep collecting sign-up data without letting each one nudge a contact's lead score toward MQL. A training event is the classic example: the same form gets submitted many times, and you want the sign-up data, but you don't want every submission counted as a fresh known-prospect visit in your Website Prospector report. Why this matters: Without this se...
Read Article →
Form Field Validation Rules

Validation rules make sure contacts enter the right kind of data in your Act-On forms — a properly formatted email address, a five-digit ZIP code, and so on. That keeps submission errors down and your contact records clean. Assign validation rules to your Form's input fields in the Form Builder. Your choice of validation will vary depending on the type of information you need to collect in each...
Read Article →
Custom Validation Rules

Validation rules ensure that contacts enter the correct type of data in your Act-On forms. For more control of your validation rules, define a custom rule using a regular expression (regex). This lets you enforce specific formatting rules — perfect for situations where the built-in validation options aren’t enough.Common Use Cases for Regex Validation Match ID formats:Require specific patterns...
Read Article →
Using Form Reports

The Form Report provides useful data about the number of views and submissions a Form receives. Additionally, the Form Report tracks the various methods used to promote your Form for easy comparisons. Why this matters: Knowing which channel -- an email send, a Landing Page, a public URL -- is actually driving Form submissions tells you where to double down, and where you might be wasting promo...
Read Article →
Viewing, Downloading, & Clearing Submitted Form Data

There are reports and additional options available on the data submitted in Forms. Instructions View Form Reports Go to Content > Forms and in Form Manager on the left, use the filters, folders, and tags to find the Form you want. In the list, hover over the Form and click View report: In the Report tab at the top left, click Form Responses. You can click Print to print the entire results, ...
Read Article →
Managing Act-On Form Submission Lists

Every Act-On Form needs somewhere to put the data it collects, and that's the job of a form submission list. When you build a new Form in the Forms Composer, you decide right then whether its submissions go into a brand-new list or an existing one. Why this matters: Choosing the right list up front - and making sure your field mapping matches it - saves you from a save-time error and from endi...
Read Article →
Adding Form Submissions to an Existing List and Using the Always Append Feature

Every new Act-On Form creates its own submission list by default - but you don't have to leave it that way. You can route a Form's submissions into any existing Act-On list instead, whether that's a Marketing list, a Form Submission list, or a Webinar list, and choose whether repeat submissions should be kept as duplicates or used to update the existing record. Why this matters: Consolidating s...
Read Article →
Using JavaScript to Auto-Submit Forms

You can set Act-On's Forms to auto-submit by adding a snippet of JavaScript. Use auto-submit for hidden Forms on your Act-On Landing Pages to capture a variety of user information, including double opt-ins, NPS feedback, event confirmation, and more. Instructions Add JavaScript to a Landing Page You cannot add JavaScript directly to an Act-On Form. Instead, you'll need to add any code to the La...
Read Article →
Capture Referrer, Search, and Campaign from Form Submissions

When someone submits an Act-On Form, do you know how they found it? Capturing the referrer URL, search term, and campaign name behind each submission lets you attribute leads — and revenue — back to the specific channel or campaign that drove them, instead of guessing. When a contact submits an Act-On Form, Act-On automatically collects this data, including Referrer URL, Search term, and Campai...
Read Article →
Tracking Form Views with Google Analytics

Want to know how many people are actually seeing a Form, not just submitting it? You can track Form views with an external analytics tool like Google Analytics - but exactly where you paste the tracking code depends on whether you're using a New Form or a Classic Form, and how the Form is deployed on the web. Why this matters: Submission counts alone don't tell you whether a Form has a visibil...
Read Article →
Using Hidden Fields to Capture UTMs and Other Values

Hidden fields let you capture information on a Form without asking the visitor to type anything. The most common use is picking up the UTM source, medium, or campaign that brought someone to your Form, but you can capture any URL parameter, a static value, or a personalized value pulled from your list. Why this matters: Knowing which campaign, ad, or email drove a Form submission lets you tie c...
Read Article →
Pre-filling a Form with Data

Pre-filling your Act-On Forms lets a web page automatically populate a visitor's information when the Form loads, so returning contacts don't have to retype what you already know. It also cuts down on typos in Form submissions, which keeps your data cleaner. Why this matters: A pre-filled Form removes friction for known contacts and protects the accuracy of the data you already have on them - ...
Read Article →
Posting External Forms to Act-On

If you are collecting data and want to send that data over to Act-On, use a Form Post URL to push those submissions into Act-On. While the best way to collect customer data in Act-On is through our native Forms, it's not the only way to collect Form data in Act-On. For example, if you are collecting data from a form somewhere else, or your website uses a custom Form that cannot be rebuilt in Ac...
Read Article →
Posting External Forms to Act-On with Custom Code

The best way to accumulate customer and prospect data in Act-On is to use our native Forms. However, if you need to use forms created outside of Act-On, you can still collect that data and push it into Act-On. These solutions require a web developer to implement and maintain the integration. For a "No Code" solution, we highly recommend using Zapier's Act-On Integrations to connect your forms ...
Read Article →
Double Posting Act-On Form Submissions

Act-On Forms can capture Form submissions and either externally double-post Form submissions to another external database or another specified Act-On Form submission list (additional to that specified in the Form Properties). This feature is helpful when you need to only post to a single third party. If you need to post to multiple applications, our Webhook feature will be best suitable for you...
Read Article →
How to Suppress Form Submissions

In some scenarios, you may want to block certain types of submissions to your Forms. Every kind of suppression has a specific functionality, purpose, and user experience. After reading this guide, you will be able to use native Form Composer features to block submissions from contacts you do not wish to enter your marketing lists. Read the table below for all the different submission-blocking o...
Read Article →
Preventing Form Submissions from Consumer Email Addresses for B2B Use

If your Forms are B2B-only, you probably don't want leads coming in from someone's personal Gmail or Yahoo account. Act-On can block Form submissions from a list of well-known consumer email domains, so only company emails get through. Why this matters: Filtering out consumer domains up front keeps your pipeline data clean, so sales isn't chasing personal email addresses that were never going ...
Read Article →
Duplicate Form Submissions from the Same Email

If your Form report shows a handful of email addresses submitting over and over instead of the number of unique people you expected, the cause is usually how Act-On's browser cookies track submissions - not a problem with the Form itself. Why this matters: Knowing why this happens keeps you from misreading your Form data as spam or a broken Form, and points you to the right fix - whether that'...
Read Article →
Push Form Data to a CRM

This article relates to forms that submit to a Marketing List or Other List > Form Submission. For forms that submit to an Audience Center list, please see these instructions. Sending Form submission data to your CRM allows Act-On to create new lead records in your CRM automatically. Read on to learn about the options available when sending new leads from Act-On to your Sales team. Tip! Check ...
Read Article →
Creating New Leads in Salesforce from Form Submissions

Act-On can send Form submissions straight to Salesforce and create a new Lead record automatically. There are two ways to set this up: the native Act-On Form push, or a manual configuration that pushes the Salesforce account ID directly. Which one you use depends on how much control and resilience you need. Who does this: Marketing ops typically sets up the native Form push. External Data Sub...
Read Article →
Adding Form Signups to Salesforce Campaigns

When a prospect fills out a Form, you can have Act-On automatically add them to a Salesforce campaign as part of that same push - either to one specific campaign every time, or dynamically, based on where the Form was submitted from. Why this matters: Getting Form signups into the right Salesforce campaign automatically means sales and marketing both see accurate campaign attribution, without ...
Read Article →
Handling Required Salesforce Fields in Act-On Forms

Your Act-On Forms must have certain fields to ensure that your Form data syncs correctly when synchronizing data between Act-On and Salesforce CRM. The following Form fields are required: First Name Last Name Email Address Company You must add to the Form any additional fields that have been set as required in Salesforce, otherwise, Form submissions will fail. Instructions Adding Required Fie...
Read Article →