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New API triggered online Forms

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Forms List page: Click this tab to display the list of all your forms
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Drips List page: Click this tab to display and create your nurture emails that you can configure to be used with one or forms
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Submissions page: Want to see the submissions to all your forms in one place? This page displays them in descending order and allows you to drill into each one
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Filters & Search tools: Don't worry about making too many forms with these handy search and filter tools.
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Form name & action options: Show the form name and the action options you have available for each, like edit, duplicate, delete, preview, and even see results in graphical & KPI format
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Form owner: who created the form, and who gets sent notice of the submissions. This person also get's assigned the follow-ups, but Team Edition allows you to delegate that to other Act! users on your Team
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Follow-ups: See which forms have follow-up activities scheduled upon their completion
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Drips: See which forms have drip campaigns configured upon their completion
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Link or embed code: Forms can be displayed on your website in one of two ways - as a link to a form or as the form itself, and Link2forms gives you options to work with both here
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Enable form: Some forms are campaign based and temporary, and some forms are permanent like Contact Us page. This radio button allows you to switch the page off when done. You may want to keep it around to duplicate in the future, or simply analyze the results
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Category: To help users organize their forms easier, we added a Category option. This way you can segment your forms into surveys, product-related, social media forms, Calls-To-Action, etc.
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Friendly name: Give your form an easy-to-remember name by customizing it to reflect the form's purpose
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Intro: add some introductory text to introduce the purpose of the form to the visitor
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Answer page: create an answer page to display after the visitor completes their submission.
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Column Count: Set the maximum number of columns available for the form
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Form Options: Checkboxes to hide or display the form's title and the same for the footer
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Submission Options: Checkboxes for making the history generated by these forms "private", which is useful for internal forms. Preventing multiple submissions helps keep your surveys accurate
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Send submission to: This is the form "owner", and by default it's the Link2forms account holder. With Teams you can assign the forms submission to another Act! user, and this person would also be the user who is engaged by the follow-up activities, as well. There is also an option to set the delay for the activity to be scheduled, with "0" being the same day.
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Follow-up Activity: This checkbox enables the workflow to trigger follow-up activities when a form is completed
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Activity Type: Select the type of activity you'd like scheduled in Act! as a follow-up to the form
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Drips: this is where you configure your drip campaigns. Add one or more drips to nurture emails to be sent after a form is completed. You can configure up to five drips, and they can each be scheduled individually based on a number of days after form submission.
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Actions: Edit, delete, move and disable the field from the form
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Field: The field name
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Type: the field type (generally should be text)
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Default value: if most people are going to enter the same answer in a field (like "Country") you may want to set a default value to save them time
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Required: Some fields must be completed like the contact field and email for them to be added to your database and properly followed up on
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Lookup: this field will allow Link2forms to look up in your database to see if the contact already exists. Generally, this field should be the email
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Mapping: which field in your database will that form field be mapped to
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Update on: these are the update rules as we generally recommend only updating field data with new records, and not existing ones.
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Column width: how many columns wide in the form should the field be
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Actions: Move, edit, clone, trash, or disable the form
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Questions: The question label is what the visitor will see, so be sure to make it very clear
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Type: Link2forms supports many different types of questions including text, open-ended, dropdown, checkbox, number, slider, rating scale, and file upload
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Required: Indicate whether this question should require an answer
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Column width: how many columns wide in the form should the field be
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Default: this form is appropriate for half to full page width on a web page. Field labels are generally displayed outside the field and section headers are normally visible by default.
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Compact: this form uses the space in the form very conservatively, often suppressing section headers and displaying the field labels as hints inside the field. This type of form is ideal for single column forms that are displayed in a more narrow column on a web page
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Printable: As the name implies, this page looks like a printed page, and is ideal for job applications, online contracts, or other forms of that type. They tend to look more formal with section headers displayed in black rows with white text. This type of appearance also adds a "Print" option beside the submit button.
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Name of customization
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Present: Link2forms includes many preset customizations based on different colour themes
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This column shows all the different areas that can be customized including back ground colour, form width, colour, border, etc.
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Colour: Customize every part of your form as you need to blend it into your website, including transparency
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Gradient: this column allows you to set the gradient range between 0-1, with 0 being blank and 1 being solid.

Watch Link2forms Working

Linktivity Online Productivity Suite

Generate online leads

Link2forms provides Act! users with an easy-to-use online "Forms" or "lead capture" tool as part of the Linktivity product Suite.

Easily segment responders

Unlike other 3rd party add-ons, Link2forms is the only one to write directly to the database using the WebAPI, meaning it can be used with hosted databases, Act! Connect, and even the new Act! CRM SaaS.

Automate Follow-ups

Link2forms allows you to create easy mobile-friendly forms to harvest many types of data from customers, such as Newsletter Sign-up, Service or Quote Requests, Online Surveys, Membership Feedback, polling, elections, you name it.

Easily Report on Feedback

And nothing get's missed with Link2forms as you're alerted immediately after each submission, with a breakdown of their individual form responses.

Features Comparison Chart

Link2forms is available in Standard and Team Editions, to support the needs of individual sales reps and workgroups. A number of features and functions are exclusive to Team edition, and the comparison chart below provides a good illustraiton of those differences. The biggest difference between the two tiers is the ability to share quoting resources and data with others, so features like shared data, templates, dashboards, product and image databases are exclusive to the Team edition.

Features
Standard
Edition
Team
Edition
Create Online forms & surveys that feed results back into Act!
Create follow-up activities in Act! based on form or survey submissions
Detailed survey reporting of results
Ability to create a form link or embedded HTML for publishing
Works with Web API and KAPI
Support a variety of default layout styles
Supports Captcha
Automatically adds contacts to Act! group upon submission
Recognizes existing contacts & creates new ones when form completed
Easily clone existing forms
Works with Local & Web databases
Include uploading attachments with forms
Instant Notification of form submissions
Ability to assign form ownership to other users
Ability to trigger follow-up activities for other users
Cost
$180/
year/user
$240/
year/user
= Included
= Not included

Make Better Decisions With more Data
using Link2forms

Link2forms provides Act! users with an easy-to-use online "Forms" or "lead capture" tool as part of the Linktivity product Suite. Unlike other 3rd party add-ons, Link2forms is the only one to write directly to the database using the WebAPI, meaning it can be used with hosted databases, Act! Connect, and even the new Act! CRM SaaS. Link2forms allows you to create easy mobile-friendly forms to harvest many types of data from customers, such as Newsletter Sign-up, Service or Quote Requests, Online Surveys, Membership Feedback, polling, elections, you name it. Image The best part is Link2forms is completely integrated with Act!, with incisive online reporting capability that provides you the visibility you need to interpret and respond to customer feedback effectively and quickly. And nothing get's missed with Link2forms as you're alerted immediately after each submission, with a breakdown of their individual form responses.

Features

Here are some fast facts on Link2forms every Act! user should know:

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Reporting

Feedback is of little value if it's difficult to parse or understand. Link2forms provides online reporting to help you analyze all your forms or survey results in a variety of chart formats or KPI's.

Save time by cloning forms

Many forms contain the same fields and structure, but are used for different purposes. If you want to create one product form for your website, you can easily duplicate that form for other products on your site, with each forms responses going into their respective Groups in Act!.

Choose which contact fields are included

Easily map any number of primary contact fields from your database and select which one will be used for duplicate checking (typically email field). Forms soliciting feedback from existing contacts can use minimal fields, but ones where you're harvesting feedback from new contacts can include a more complete list of fields.

Secure your form from bots with Captcha

Nothing worse then building & publishing a form only to have it overrun with bots that create fake contacts in your database with bogus responses. All our Forms/Surveys include a captcha at the bottom to safeguard your forms from such attacks.

Process easy online form submissions

Provide them the form or survey to complete online and have those responses automatically & securely added to the History of the contact, and then added the responders to a group in your Act! database that Link2forms created for that form. You can even prevent multiple submissions from the same person.

Customize your form to fit your website

Choose from three different design styles, using single or multiple columns, and control every design aspect of your form so it fits seamlessly into your website placement. You can even use our "Embed Code" feature to grab the custom code for iframes so the form auto-fits in both width and height to your page - even if you inserted it into a narrow column for a Call To Action form.

Easily select background color, the number of columns to use, and how your questions will span across those columns. You can even incorporate a unique form-specific image to post at the top of the form/survey page.

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Works with Local & Web databases

Link2forms works with Cloud databases using the WebAPI, and local databases using Act! Connect Link. As long as you have an Act! subscription, you can publish forms & surveys more successfully with less effort using Link2forms.

You can even use the Keystroke API (K-API) to support Linktivity features for Act! Pro and off-plan Premium users.

Update or add Act! Contacts

If the contact that completes a form/survey is in your database they are automatically added to the new Form group, and if they're not, they get created in Act! as a new contact and then added to the group. In cases of existing contacts, no field data gets overwritten

Instant Notification of form submissions

Get an instant email alert whenever a form or survey is completed, advising you of who provided the submission and what their responses were. The same information is written to the Contact History (including attachments) for more reliable record keeping.

Personalized surveys

Choose from six different question types (single-line text, memo, single-select, and multi-select drop-down menus, checkbox, number, rating, rating with the slider, and file upload) for your form or survey, and easily manage their order of sorting. You can even use drop-down lists that support free-form content to capture those "Other" responses.

Link2forms allows you to include a simple introduction at the beginning of your questions, and divide your form into sections with Section Headers.

Include uploading attachments with forms

Add an upload field to your form to support people uploading attachments like resumes, images, etc. The attachment is included with the same contact History as the text responses.

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Specifications

Pure. Professional. Performance.
Price

$180 per year/per user

Trial Period

14-days

Trial Link
Licensing Type

Subscription/user/year

Prerequisites

Act! subscription with WebAPI or perpetual Act! license using K-API

Act! Platform

Act! for Web and Act! for Desktop

Compatibility

Act! v18 and newer

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