Field Management with Act-On

December 12, 2014 Uberflip Customer Success

Adding, removing, and re-syncing form fields on an Act-On Form CTA is very straightforward.

Act-On field names live at the List level. In order to add fields to your Form CTA, the field name must exist in the list that you've chosen to add users to inside of Act-On. 

Form field management can be found in the second “Layout” tab when creating CTAs, beside the “Forms Fields” header, in brackets, labelled “(Manage)” (see screenshot below).  

Clicking “Manage” will result in a pop-up frame that will allow you to customize your form fields. In the manage fields section for an Act-On Form CTA, you are also able to:

  • Add new fields;
  • Re-sync field types;
  • Reorder fields;
  • Edit drop down labels;
  • Reorder drop-down options; and
  • Remove fields. 

Adding Fields

You can add any supported Form CTA field type (text, numeric, drop-down, checkbox) that exists in your Act-On account to your Form CTA. 

To add these fields, simply type the field name into the text field underneath “Please Enter Act-On Field Name” and the predictive text will help you find what you’re looking for.  

Once you find the field press the button to the right of the text field with a plus ("+") sign.  If the field was not found or was spelled incorrectly, you will be notified of an error saying, “New field must not be used and exist in your integration”. 

Make sure the field type is supported and the name is correct in this case.  Once successfully added, it will be added to the list of existing fields below the search box.  

Re-syncing Field Types

If at some point you have recreated a field in Act-On and want to change the type on your Form CTA, re-sync the field by clicking the edit icon and then clicking “Re-sync”.  This will recheck the field type on Act-On's end and make sure we have the right type stored - if we don’t, we’ll change it over.  

Reorder Fields 

To reorder your fields, use the drag and drop template to order the fields however you wish them to appear.

Changing Field Types/Labels

To change a field's label (i.e. you may wish to change 'Phone Number' to 'Business Phone Number'), just click the edit (pencil) icon next to the field name and a pop-up will appear that will allow you to edit field labels, change field types, and build & edit the labels for things like drop-down menus. 

If you've set the field to be a Drop-down field type, a new set of options will appear that will allow you to set the Label and Value for each drop down option. The Label is what the user will see on the CTA, the Value is what will show up in your marketing automation tool when the user submits.

Looking to edit the default Email field label? This is a setting you can update using the Hub's Custom Labels section.

Reordering Drop Down Options

To reorder the fields in your Drop-down field types, just use the drag and drop interface to move the fields into the order in which you wish them to appear.

Removing Fields

To remove a field from your Form CTA, just click the small 'X' next to the edit icon on the field you wish to remove.

That's it! Are you ready to roll?

Click here to learn how to set up an Act-On Form CTA.


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