You can also access the form editor by clicking the “Edit” button on the main forms page, as demonstrated below. All editing takes place in the form editor, pictured below. Edit Your FormĪfter you click the “Create” button, you’re able to further edit the form before you integrate it (aka add the form to your web assets). In our example, we tell ActiveCampaign to subscribe form-submitting contacts to our “Prospects” list. The form actions you can choose from are: add a tag to the contact, create a deal and add it to a specific pipeline and stage, notify an employee of form submission, subscribe contact to a list. You can add to each form as many form actions as you like you are not limited to a maximum number of actions per each form.
All other plans include all four display modes. Note: The Lite plan includes only the inline form display. How they are displayed is demonstrated in the below image. There are four types of form displays you can choose: inline, floating box, modal pop-up, and floating bar. In it, you name your form, choose the type of form display you wish to create, and determine what action(s) you want ActiveCampaign to perform each time a contact submits information to the form, known as a form action. Doing so generates a “Create a new form” window. You can also create new forms from the main form page by clicking the green “+New Form” button. By clicking the down arrow at the right of each row, you can preview, integrate, duplicate, and delete a form.Īdditionally, you can click “Statistics.” Doing so brings up a window that details the number of total entries to that form, the number of contacts created via that form, and the number of deals created as a result of that form. Also, you can filter forms according to the action you set to automatically execute in response to each submission. The screen recording below gives a brief tour of the main forms page, which you can access by clicking “Forms” in the top banner. This guide tells you what you need to know to create and edit forms, and it explains why using ActiveCampaign forms is crucial to your success with our platform. Without forms, your database would be closed off to potential contacts. Contacts enter your database by submitting information to forms. In our migration guide, we say that forms are the doors to your contact database, and that really is the best way to think of them.
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