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Act-On Software

Previewing a Form

 

There are two ways to preview your Act-On forms.. It's important to preview a form to ensure it is rendering properly and that it includes all the necessary fields.

 It is also wise to preview in a variety of web browsers.  

Preview your form within the form editor:

  • Click on Content, and choose Forms.
  • Create a new form, or edit an existing form.
  • Click Preview.
  • Click End Preview.
  • Save your form.

Preview your form from the form list page:

  • Click on Content, and choose Forms.
  • Hover over the form, and click the drop-down menu.
  • Click Preview.
  • Close out of the preview window.

Form testing

To test the form and ensure it is capturing information, DO NOT use the preview mode. Follow the steps below to TEST the form:

  • Click on Content, and choose Forms.
  • Hover over the form, and click the drop-down menu.
  • Click Get Public URLs, and copy the form URL you wish to use.
  • Paste the form URL to a new browser window.
  • Submit your form information.
  • Hover over the form, and click the drop-down menu.
  • Click Clear Form Report when you are done testing.
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