Editing a Form

By clicking [Edit] icon button from the Form List View you will be directed to the form editor page. On this page you are able to adjust general settings for the form.

Editing General Form Settings

This option controls whether the form is published and accepting new submissions.

Form Name
The form name will be used to create the name of the group all results are organized under, as well as the "regarding" field for all Histories recorded in Act! (please note "web activity" is the History type for these results). We recommend keeping the form name relatively short.

Custom URL
By default your form public URL will contain a long ID which may be difficult to read or manually type into the address bar. Here you could set a short and easy to remember URL. Only alphabetical letters and numbers with no spaces or special characters are allowed. Please make sure to click the [Validate] button to check that your custom URL is available to use.

Form Photo
The form photo is useful for including imagery relating to the theme or subject of the form/survey in question. For best results, we recommended using an image with landscape orientation, preferably 800px or less in width. Actual image rendering may vary depending on which template you select in the Appearance tab.

Introductory Text
This memo field is useful if you wish to include an explanation of the purpose of the form or survey. This text will be placed at the top of the form, above the questionnaire fields.

Footer Text
This memo field is useful if you wish to elaborate or provide further information. This text will be placed at the bottom of the form, below the questionnaire fields.

Column Count
This setting controls the maximum number of columns a form can be divided into. Questions can span one or more of these columns as needed. Single column fields or questions will be displayed left to right in the order they're presented in the Questions tab.

Form Option: Hide Page Title
Removes page title from the form. This option could be useful when you want to embed the form into a web page. Support for hiding page title depends on the template selected.

Form Option: Hide Linktivity Branding
Check this option if you wish to remove Linktivity branding on the page footer.

Closing Page
This memo field is useful to express thanks to the user. This text will be placed on a new page after the questionnaire is submitted.

Closing Page URL
You can redirect the user to a custom URL after completing the form instead of using the built-in Link2Forms thank you page.

Editing Submission Options

Allow passing in Contact ID to skip filling in contact details (MailMerge)
This option enables MailMerge integration, so that users do not have to enter information already in Act! database.

Existing contacts only
Only contacts currently in your Act! database will be updated.

Make history private
Useful when you wish to conceal the feedback from other Act! users, especially when the users are amongst those completing the survey or form.

Prevent multiple submissions This option is useful for surveys or ballots where you need to limit each person to one submission for survey accuracy. Whether submissions are made by the same person is determined by checking answers to fields marked with [Lookup] flag on the Questions tab.

Require email verification A strict setting recommended where user responses need to be confirmed.

Require CAPTCHA verification This is a less intrusive verification which provides less control than email verification but will filter out spam.

Attach submitted form in PDF format

Send Submissions to
When selected, all new form submissions will be copied to this Act! user's email address, and follow-up activity will be scheduled for this user. Otherwise the Act! user as specified in Act! Web API settings is used by default and submissions are sent to your email address configured in Linktivity profile.

Editing Follow-ups

Automatically Schedule a Follow-up Activity with Participant
You could enable this option to automatically create an activity scheduled in your Act! Calendar whenever a participant submits a form. Follow up activities created by this option is timeless, with the date and type of activity configurable on the following options.

Schedule Follow-up In
Number of days after the submission date to schedule the follow up activity.

Follow Up Activity Type
Activity type for the scheduled follow up.

Email Drips (Team Edition)
You could assign a series of email contents to be sent automatically to participants on the specified day after the date they submit the form. Only available in Team Edition. For more information, please refer to Drip Email Campaign.

^^ Last revised: 2024.06.19

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