Skip to main content
Act-On Software

Capture Leads with Forms

Web forms are essentially a handshake between you and a prospect; the latter provides contact information in exchange for something of value – perhaps registering for a webinar, downloading premium content, taking advantage of a limited-time offer, or simply requesting to be contacted.

In digital marketing, web forms are essential for initiating engagement with prospects and customers. With Act-On, you can create professional-looking forms in minutes, and with minimal clicks.

AOmegaphonesmall.pngOn Demand Training Course Available!

We know people are visiting your webpages, but we don't know who they are yet. This course will show you how to create forms to convert your visitors to known, build their profiles, and ask for more details before sharing premium content.

Join Now

1. Create a form

Let’s get started with deploying a website form to capture leads! Get to know who’s visiting your website by integrating website forms with Act-On forms.

To reach the form builder, navigate to:

  • Content > Forms
  • Click the blue + button
  • Choose to create a form using either a New Form from scratch or a Template Form from a previously created form. 

Screen Shot 2017-11-07 at 8.14.22 AM.png

Provide a title and a optional description containing 150 characters or fewer. Use terms that will help you easily identify the form and its purpose. This will be useful as you build a library of forms that you reuse. The description will be visible when hovering over the form title in the form listing.

Screen Shot 2017-11-07 at 8.14.02 AM.png

Type a list name to create a new list or choose an existing list to add leads to by clicking the list icon. 

Once you've created the new Form Submissions list, you'll notice a checkbox called Always Append. By default, this feature is disabled. By keeping it disabled, the Act-On form will allow duplicate submissions based on the email address; however, Act-On will simply update the previous form submission with the new form submission. For example, if submitted the form twice, the form submission list will overwrite the first submission with the information from the second submission.  

Enable the Always Append feature to allow duplicate submissions based on email addresses. For example, if submitted the form twice, the form submission list will contain two entries for and treat them as unique submissions.

Screen Shot 2017-11-07 at 8.15.41 AM.png

In the Response Page area you choose what the user will experience after they submit a form. There are four options:

  • Redirect to URL – You can insert a URL or the URL of any media download and the user will be directed to it once their form has been submitted.
  • Landing Page – You can direct the user to an Act-On landing page you have created.
  • Classic Form – You can direct users to another Act-On form you have created. This is ideal for creating a multi-page questionnaire or survey.
  • Fragment Block - You can direct users to a content fragment block.
  • Text - Display a Rich Text message. Once selected a WYSIWYG editor will appear. 

You can also have a confirmation email sent to the user after they submit the form. One example might be to provide additional information to someone who registered for an event or to provide a document download to fulfill an offer made in the form for submission.

  • To create a new confirmation email, click the + sign and you will be redirected to the email composer.

Using Suppressed Domains allows you to reject form submissions from domains listed in the Domains Suppression List. When used, any form submitter using an email address with a domain that matches the domains in the Domain Suppression List will not be added to the Sign Up List and the submitter can be redirected to any URL, Act-On Landing Page, or form.

Select this option to place a limit on the number of people who can submit a form, such as a registration for an event. Once the limit is reached, users can be redirected to any URL, Act-On Landing Page, or form you define.

If this is left blank, the form will not expire. You can fill in an expiration date, and a URL redirect page, Act-On Landing Page, or alternate form that will be served instead of the form after expiration.

Fill in email addresses for those individuals who you want to be notified when a form is submitted. The email alert will contain all the form submission data for reference. You can also choose to send alerts submitted by a visitor that is in a Sales User's territory or owned by the user.

CRM Settings lets you set the system to automatically push submission data into your CRM. It is important that your form fields map to your CRM fields; the labels must be the same, including spelling and punctuation (watch out for variations such as 'e-mail' and 'email'). If, based on the email address, a respondent does not already exist as an entry in your CRM database, Act-On will capture the person's data as a lead. When selecting the checkbox to Push Signup Data to (name of CRM here) when someone submits this form, additional options will appear. The options you see depend on which CRM you use.

  • Overwrite existing Signup Data... – This option directs Act-On to find the existing record in your CRM database and overwrites its data with the form submission data. If you don’t want all fields to be updated, you can specify only certain fields to be overwritten by selecting Use signup list’s push settings to select fields.
  • Add a Note to... – When selected, Act-On will automatically document the user's activity history to note that this specific form was submitted.
  • Push to CRM – This option will push every form submission to your CRM as a new record, even when there is already a matching lead or contact with that email address,

Select this to post the form’s submission data to another URL; just enter the external URL here.

Sections are used to house the content of your form as well as format the layout. All content added to your form will need to be placed within a section.

Think of each section as a separate row and within each one you can add up to 12 columns of content, creating a responsive grid that scales on the fly depending on the device or screen size being used.

Screen Shot 2017-11-07 at 8.48.16 AM.png

To add a new section, click and drag the New Section block onto your form.

To edit either column or row settings:

  • Hover over the page section you will see the controls appear.
  • Click the Gear icon above the section to edit column settings.
  • Click the Gear icon on the right of the section to edit row settings.
  • To add additional rows, click the icon below the Gear. You can add up to 12 columns in each empty section.

Screen Shot 2017-11-07 at 8.49.13 AM.png

  1. From the Settings tab on the Form Builder, click Create Confirmation Email Message.
  2. Choose the starting point for your message.
  3. Create your message design/layout and add your confirmation message.
  4. Repeat for each form you need to add a confirmation message to.
Learn How

Determine where and how you will be deploying your form. There are four ways to integrate an Act-On form into your website:

  • Link to the form directly from your website/hidden behind a call-to-action button.
  • Iframe the form onto your your website/landing page/blog.
  • The External Post Method will allow you to use your own form while keeping the benefits of using an Act-On form.
  • Insert the Act-On forms HTML code directly onto your website/blog/landing page

4. Measure your website forms’ success!

View the form report to gain insight on who is submitting their information.

  • Click on Content, and choose Forms.
  • Click on the specific form that you would like to see reporting for to display the menu.
  • Choose the View Form Report option.
    • Once the form report has been accessed, Act-On will display detailed statistics relating to the form including traffic and submissions. The form report will show graphical representations of views and submissions as well as statistical data related to the promotion of the form.
    • Please note that all statistical data in the reports area can be clicked to drill down into greater detail.