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Customize Lead Capture Form

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Copper Contributor
Posts: 51
Country: Canada
Accepted Solution

Customize Lead Capture Form

Hello everyone,

 

I'm created a lead capture form to go on our website. However, we would like to add more fields. Is it wise for me to try to change the HTML? Is it possible to customize this?

 

Thanks,

T

 

Specs:

 

  • Act! Premium Version 18.1
  • Microsoft Office Version: 1705
  • Shared Database
  • Windows 7

Accepted Solutions
Solution
Accepted by topic author TinaA
‎09-08-2017 05:52 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Customize Lead Capture Form

Hi Tina,

 

The lead capture form can only capture a set group of fields:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Company

If you'd like to create more powerful forms for capturing data in Act!, please check out the new features of Act! Connect in Act! v19, which enables integrations between Act! and many online form services like Wufoo and SurveyMonkey.

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All Replies
Solution
Accepted by topic author TinaA
‎09-08-2017 05:52 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Customize Lead Capture Form

Hi Tina,

 

The lead capture form can only capture a set group of fields:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Company

If you'd like to create more powerful forms for capturing data in Act!, please check out the new features of Act! Connect in Act! v19, which enables integrations between Act! and many online form services like Wufoo and SurveyMonkey.

Copper Contributor
Posts: 51
Country: Canada

Re: Customize Lead Capture Form

Hi Gary,

 

Thanks so much for your help. I'm guessing since I have version 18.1, I would have to upgrade in order to use these integrations?

 

T

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Customize Lead Capture Form

Hi Tina,

An Act! subscription would be required to use these connections.
Upgrading to a subscription would also give you the latest Act! version and access to our phone and chat support.
Bronze Elite Contributor
Posts: 2,548
Country: New_Zealand

Re: Customize Lead Capture Form

[ Edited ]

Tina,

Another option is to run Smart Forms, which is designed to work with Wufoo. A dedicated plugin provides user control over how data is going to be managed, duplicate checking etc. Refer  www.xactsoftware.co.nz/smart-forms  Smart Forms will work with Act! Pro or Act! Premium from versions 2012 (v14) onward. Act Connect is not required. 

Smart Forms.png

 

 

 

 

 

Graeme Leo
Xact Software - consultants and developers
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