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Act-On Software

Creating a Check Box Field

AUDIENCE: Administrators, Marketing Users
OBJECTIVES: 

  • Learn how to create check boxes in a form
  • Learn how to customize and validate your Check Box fields

 

A check box allows the user to make multiple selections from a list of options.

To create check boxes in a form:

  1. Click on Content > click Forms
  2. From the Forms page select New in the upper right corner of the page (or edit an existing form).
    • When a new form is created, three default fields will appear: First Name, Last Name, and Email Address
  3. Hover over a block to access the sub-menu and select New
  4. Select Checkbox. An Edit Check Boxes Field dialog window will appear that includes three editing areas: Display Settings, Input Validation, and Data Field Name.
    • Display Settings – Allows you to make multiple visual and field data customization's
    • Label – Enter a name or title that will appear above the check box on the form
    • Layout – Choose from five display formats: Horizontal, Vertical, Vertical 2 Columns, Vertical 3 Columns, and Vertical 4 Columns
    • Check Box Labels and Corresponding Values – Designate the selections, or options users can choose from
      • Check Box Labels is a customer-facing value, while Corresponding Values is a field association within Act-On
      • If you need more fields than the default , click the More button to add as many as you need
    • Input Validation – Provides the option to make the check boxes a required field for the user
    • Data Field Name – This will be the column name on the list created to collect data for your form. In many cases the label and field name will be the same, you may want to classify the answers in different verbiage relative to your label. 
      • Each Check Box field represents a single form field in Act-On and feeds a single column in the Signup list associated with your form. When you add or edit one of these blocks, you define a name for the form field. The final 'field mapping' of form fields to list columns will take place on the Finish page of the form editor.
  5. Once you have completed editing your content, select the Submit button at the bottom of the dialog window.
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