Setup Guide

Welcome to Link2Forms! This setup guide will guide you through the minimal steps necessary in order to configure the product and create your first online form. You can also access this setup guide anytime from Link2Forms Help menu.

Preliminary Setup: Act! Web API Settings

Before we start, please make sure that you have already configured Act! Web API connection settings. It can be found under Act! Web API Settings main menu.

Preliminary Setup: General Account Settings

Additionally, please review your account settings in General Settings menu and make sure that you have filled in your contact information (Display Name, Email).

Create and Share Form

That's it! You can now create a new Form, fill in the details and write your questionnaire. A sample set of questions are provided whenever you create a form to get you started.

Once done, you could Preview the form to see how the form looks like. Then, copy Your Form URL to share it with others. You can also copy the Embed Code to embed the form seamlessly into your website.

Please consult the Help menu anytime to bring up contextual help article for the page you are on. We hope you enjoy using Link2Forms.

^^ Last revised: 2022.10.31

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