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Act-On Software

Adding a Form Link to an Email

 

Links to Act-On forms can be inserted as calls-to-action within your email message. When you specify the form, you also have the ability to pre-fill the form fields if your email recipient clicks through the link in the email.

Follow the steps below to insert a link to a form within the Rich Text Editor and allow Act-On to pre-fill the form:

  1. Compose a new email message, or edit an existing draft.
  2. Hover over the Rich Text Block and click the Pencil icon.
  3. Highlight the text or click the image you wish to hyperlink.
  4. Click Insert Link to Act-On Form.
  5. Hover over any of the forms in your library, and click Select.
  6. A new window will appear, Click the Pre-fill checkbox.
  7. Click Insert.
  8. Save your email message, or continue with the addressing, reviewing, and sending steps.
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