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Act-On Software

Inserting a Form Link in an Email Message

AUDIENCE: Administrators, Marketing Users

  • Learn how to insert a link to an Act-On form within the Rich Text Editor of an email message
  • Pre-fill the form when your email recipient clicks the form link in the message
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:

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


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