Features

• Go to http://app.linktivity.net, click on the Forms tab and create a Form:
  Access the Link2forms platform, select the Forms tab, and start creating a new form.
• Give your form a name, and map as many of the contact primary fields as you wish, and then create additional unmapped fields related to your form:
  Assign a name to your form, map the necessary primary contact fields, and add any additional unmapped fields relevant to your form.
• Select an Activity type to create the appropriate History in Act! (we recommend creating an activity in Act! called "Forms" with the outcomes "Form Completed" and "Form Not Completed"):
  Choose an Activity type to log the form submissions in Act!. We suggest setting up an activity named "Forms" with outcomes such as "Form Completed" and "Form Not Completed."
• When you click Save, the new Form will automatically create a SubGroup in Act! under the parent Group Forms, to help you better track those completing your form:
  Clicking Save will create a SubGroup under the main Group Forms in Act!, which aids in tracking submissions.
• A unique URL is then created for your form, and you can post it in any digital space you manage (e.g., website, blog, community page, forums, etc.) and promote it via email:
  A unique URL is generated for your form, which can be shared across various digital platforms such as websites, blogs, community pages, forums, or through email promotions.
• The user will then select their field mappings and create the questions from a variety of formats, including single & multi-select dropdowns, free-form single field and memo field, as well as star ranking and slider rating questions. You can even select a branding image and background color that suits the form:
  Users will configure field mappings and design questions using formats like single & multi-select dropdowns, free-form fields, memo fields, star rankings, and slider ratings. Branding options include choosing a suitable image and background color.
• Once the form or survey is published, each person responds by clicking the Link2forms link, bringing them to the form page you've formatted and designed. They'll be prompted to complete all the required fields, and when complete, they click "Submit" and a confirmation email will be sent to both the contact and the organizer confirming their submission:
  After publishing, users will click the Link2forms link, complete the required fields, and submit the form. A confirmation email will be sent to both the contact and the organizer.
• Link2forms then checks the email address in your database, and if there is a match, a History is created that is linked to the existing Contact, and if there isn't, the contact is created and then linked to the History:
  Link2forms verifies the email address against your database. If a match is found, the history entry links to the existing contact; if no match is found, a new contact is created and linked to the history.
• The History of that Contact is updated with a "Completed Form," and the record will include the form name, and the Details section will include a line-by-line summary of all their answers:
  The contact’s history is updated with a "Completed Form" entry, including the form name and a detailed summary of responses.
• The beauty of this workflow is in the simplicity. Our online reporting tool will allow you to harvest the results and display them in Bar or Pie Charts, as well as a selection of KPI reports illustrating a breakdown of the total responses. All of them can be filtered by dates, exported to Excel or CSV, and printed to PDF or paper:
  The simplicity of the workflow enhances its effectiveness. The reporting tool provides results in Bar or Pie Charts, along with KPI reports, and allows filtering by dates, exporting to Excel or CSV, and printing to PDF or paper.
• What's more, you can use Act!'s History List to immediately filter by date range and subject to analyze the individual responses to a particular form:
  Act!'s History List enables filtering by date range and subject, offering detailed analysis of individual form responses.
• As mentioned earlier, to make follow-ups even easier, Link2forms creates a Group for each form and then adds those that respond to the form to that group:
  Link2forms creates a Group for each form and adds respondents to this group, simplifying follow-up tasks.
• You'll see the group populate on its own, and you'll have instant visibility on who's participating and what the results are. You can even trigger additional workflows from these groups, such as adding them to AMA campaigns for additional nurture marketing:
  The group updates automatically, providing immediate visibility into participation and results. Additional workflows, like AMA campaigns for further marketing, can also be triggered.
• The Link2forms web console allows you to easily edit Forms on the fly, duplicate them for similar future Forms, and even copy the form URL without drilling into the actual Form details:
  The web console facilitates easy editing of forms, duplication for future use, and copying of the form URL without accessing detailed settings.
• You can delete an online Form at any time, and the results will remain safe in your Act! database:
  Online forms can be deleted as needed, with all results remaining secure in your Act! database.

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