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Act-On Software

Form Settings

 

Once your form is designed, you should manage all the relevant settings to ensure it behaves as planned.

Below are the sections found in form settings:

General

The first area allows you to set general options like the title and description of your form. The Title field is the publicly-visible title of your form. The Description field is for internal purposes only, and appears below the title only in the Act-On Form Library.

Response Page

In the Response Page area, you define what the user experiences after they submit a form. The user is presented with the response of your choice from the four options listed below. Note that some of the response options, like landing pages, can be personalized based on the information the user submits.

  • Show This Message – Create a message to be displayed to users after they submit your form. The message will be displayed using the same stationery and default settings as your form. For example, your message could say 'Thank you for your interest in our company. A confirmation email has been sent to the address you provided. You may now close this window.'
  • Redirect to URL – Insert the URL of a web page you would like to direct your users to after they submit the form. An example of this would be a company product page or home page.
  • Show This Landing Page – Direct users to a landing page you've created in Act-On. Similar to a URL redirect but with direct access to your Act-On Landing Page Library.
  • Show Another Form – Direct users to another form you've created in Act-On. This could be used to create a multi-page survey effect or questionnaire.

After setting the response, you can define a confirmation email message to be sent to the user once they have submitted your form. Common uses for a confirmation message include sending a document that was offered to the user for filling out your form or simply as confirmation that the form was submitted correctly and that you've received their request.

Response Display

If you have your form iframed into your web page, your form will display the Response page inside the iframe. If this is not the desired behavior, you can change it with the settings here.

  • Same browser window – Displays a response page inside the iframe (same as the default option)
  • New browser window – Displays a response page inside a new browser window or tab (if the browser creates tabs instead of windows)
  • The whole browser window or The parent browser window – Displays a response page in the entire browser window, redirecting users outside of the parent site (the site holding the iframe) upon submit. These two options will only be different if there is more than one level of nested iframes (iframes within iframes). Choose The whole browser window to break out of all levels of iframes to take up the whole window. Choose The parent browser window to break out of the innermost iframe and open in its 'parent' iframe.

If you are unsure which option to use, try each one -- once you change the drop-list item and save your changes, the new behavior will apply immediately to your distributed linked or iframed form.

Confirmation Email

This option generates an email message that is sent to the form submitter upon form submission. This email message can be set to contain the information they submitted using personalization fields, or other known information.

Please be aware that if your confirmation email requires personalization information (with no generic fall-back), your email may be suppressed by the Act-On system due to incomplete information. For instance, if your form has a non-required comment input and your confirmation email outputs comment using the ((comment)) personalization, the email would not be deliverable if no comment is entered by the submitter.

Capped Sign-ups

In certain situations, like event registrations, you may want to set a limit on the number of people who can submit your form. The optional Capped Sign-ups area allows you to enter the total number of signups you would like to allow. Once your limit has been reached, it will not show the displayed form, but will instead redirect users to a URL that you define. 

Expiration

Sets a time or date when the form no longer accepts submissions, instead redirecting users to a URL you have the option to specify. If no URL is set, the form will not expire.

Alerts

This option defines email addresses or conditions under which a specified email address should be sent a form submission alert. These alerts contain all form submission information, and are completely separate from the confirmation email optionally sent to the form submitter.

External Double-Post URL

Some URLs are designed to accept form posts. If you are working with a third-party service which offers one of these URLs, you may enter it here. Please be aware that your third-party may have additional requirements for form input names or other content, so be sure to read their documentation.

External Web Analytics Support

This section is designed to accommodate third-party scripts. However, this text area can accommodate all custom HTML, CSS, or JavaScript -- it is all inserted 'as-is' into the bottom of the form web page document. Be sure to include the <script> and </script> tags when JavaScript is used here.

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