The purpose of this article is to help you understand: 

  • How to build a new action form
  • How to manage an action form's settings
  • How to connect an action form to a leads funnel

 

 

Add a New Action Form

An action form is a form that can be embedded into a funnel to automatically display depending on input that is entered into the funnel's steps.  Action forms can be used by the staff and admin to collect internal notes and data on a lead that is a part of one or more funnels.

To build a new action form, go to the Forms section at the top of the page, click on the Action Forms tab on the right side of the page, and then click the blue Create New button.

A pop-up will ask you to create a name for the form. Once you enter the form name, click the blue Save button and you will be redirected to the form builder.

 

Form Properties

Along the right side column, you will see options for the page style, form style, and custom style.  

  • The page style section contains options for the page's color schemes, background color, and/or background image. 

  • The form style section contains options to change the color, size, and font used in the form's buttons, container, header, input, labels, paragraphs, sub-labels, and tool tips.  

  • The custom style section contains a box where custom CSS can be entered to modify the appearance of the form.  After the CSS is pasted into the box, click the blue Save button to apply the changes.  

Form Elements

Unlike lead forms, action forms do not have predefined fields because they are already directly linked to the leads via the funnel.  However, they contain the same 10 basic elements and 13 advanced elements to build your form from.  

 

Basic Elements

There are a variety of different Basic Elements that can be added to your form from the left-side menu. 

  • Header - Inserts a header and optional subheader

  • Label - Inserts a "label" style line of text

  • Paragraph - Inserts a "paragraph" style box of text

  • Divider - Inserts a divider line

  • Text Input - Inserts text and a small box for text input

  • Number - Inserts text and a box for number input

  • Multi-line Input - Inserts text and a large, multi-line box for text input

  • Dropdown - Inserts text and a drop-down box for input.

  • Radio Button - Inserts text and radio buttons to select one option

  • Multiple Choice - Inserts text and multiple-choice boxes to select one or more option

Advanced Elements

Below these, there are also several Advanced Elements that you can use if applicable.

  • Email - Insert an additional email address field

  • Phone - Insert an additional phone number field

  • Full Name - Insert an additional name field

  • Address - Insert an additional address field

  • File Upload - Insert a file upload box


  • Date Picker - Insert a date box

  • Time - Insert an hours/minutes box

  • Rating - Insert a rating out of 5 stars box

  • Image - Insert an image 

  • Signature - Insert a signature collected box

  • Captcha - Insert a CAPTCHA box

  • Range - Insert a range bar graphic

  • Plus/Minus - Insert a plus/minus box

 

Adding New Elements

To add a new element to the form, drag and drop the element name from the left side panel into the main form body.

 

Editing Elements

These elements can be edited by hovering over the section with your cursor and clicking the edit icon.

This will launch the edit options in the right-side menu.

Rearranging Elements

It is also possible to rearrange the order of elements in the form by clicking and holding the rearrange icon and dragging the element into a new position.

 

Archiving, Activating, and Deleting Elements

To archive or hide an element on the form, click the file box icon and select Yes to the pop-up message "Are you sure you want to archive this element?" This means that only the admin will be able to see the element when viewing the unpublished version of the form.

To activate an element, click on the up arrow icon in the top right corner of the action icons and select Yes to the pop-up message, "Are you sure you want to restore this element as active?"

If you'd like to delete an element, you must first archive it and then you will be able to access the trash can icon used to delete elements.  A pop-up will ask "Are you sure you want to delete this element?" Select the blue Delete button to proceed.  

 

Customizing Elements

Whenever you click on one of your form's elements, the content editor will open on the right side of the screen. Depending on the type of element, there are multiple options to help customize how your quiz will function. 

Whenever there is the option to enter text, the element menu will display a text editor box. Any writing inside the box can be formatted using word editing tools. Please be sure to highlight the text before applying a different format. The Label box will most likely contain your question or a statement.

You can also add an optional Sub Label or Sub Header to many elements. This will be displayed below the answers.  

For any elements with a text input field, you can use a Placeholder to provide an example or hint of what information you are looking for.  

The Address element can be formatted as a single line or Multiple Fields. You can also customize which address fields you would like to use.

The Date Picker can be used to collect today's date, a lead's birth date, or any other date information.  You can set the Default to:

  • None - leave the date field empty
  • Current - populates the field with the date the contract is submitted 
  • Custom - set a specific date to display in the field

You can also enable Age Verification and set a Minimum Age to complete the form.  The date options can be further restricted to just Past Dates or Future Dates, and the date Format can be customized as well. 

Use the Default setting to select a default answer to select.

Insert a Tooltip next to the question to provide additional context or clarify the type of answer you are looking for.

For any question that had more than one option to select, you will see an Options box. Type in each option that you'd like to display for this question, separated by commas (,).  

If you would like to make a question mandatory, find the Required section and toggle it to Enabled. You can also enter an Error message to display when users do not respond to mandatory questions.  

You also have the option to make a question Read Only so the user cannot select an answer, or Hidden entirely so only the admin can see it.  

For elements that ask for a written response, click on Enable Charlimit (character limit) to limit how many characters the lead can use in their answer.

You can insert a File Upload box to collect any documents from your lead. This element can accept the following file formats: PDF, DOC, DOCX, XLS, XLXS, CSV, TXT, RTF, HTML, ZIP, MP3, WMA, MPG, FLV, AVI, JPG, JPEG, PING, and GIF.  You can customize which files types can be uploaded by editing the File Types box. Please make sure that each value is separated by a comma (,) and no spaces.

The File Size Limit can also be restricted by setting a Minimum and/or Maximum size in KB. You can also enable "Multiple" for multiple files to be uploaded in this section and set a limit for the Number of Files.

 

Form Settings

In addition to the form builder, there is also a form settings tab. To view the options, click Settings next to the Builder tab. 

The Form Settings section has two tabs.

 

Form Settings

At the top of the page, you can edit your Form name, Form status, and Google reCAPTCHA key.

The Google reCAPTCHA key option allows you to insert CAPTCHA boxes into your forms. You will need to generate a Google reCAPTCHA API key to set it up.  Click here to learn how to generate the API key.

 

Below here is a list of all the funnels from which you can trigger this action form.

And, the corresponding custom field options with columns from where you want to trigger the action form.

So custom fields like "won" or "lost" will trigger the column "Won/Lost" to display an interactive form, or like "Done" and "Waiting" will trigger an action form while "Does not apply" will not.  

 

Conditions

This section controls any conditional logic inside your form.

Create A New Field Condition

Click the Show/Hide field button to add a new condition based on the input your lead enters.

Conditions are based on "if" statements to perform a certain action depending on the input or selection made.  

IF: Begin by using the drop-down menu to select the field.

STATE: Select the "state" of the field. Depending on the type of input, the options are:

  • Is Equal To - The action will be performed if the input is equal to the lead's answer
  • Is Not Equal To - The action will be performed if the input is NOT equal to the lead's answer
  • Contains - The action will be performed if the input contains the correct value anywhere the lead's answer
  • Does Not Contain - The action will be performed if the input does NOT contain the correct value anywhere the lead's answer
  • Starts With - The action will be performed if the beginning of the value matches the lead's answer
  • Doesn't Start With - The action will be performed if the beginning of the value does not match the lead's answer
  • Ends With - The action will be performed if the ending of the value matches the lead's answer
  • Doesn't End With - The action will be performed if the ending of the value does not match the lead's answer
  • Is Empty - The action will be performed if the input box is left empty.
  • Is Filled - The action will be performed if the input box is filled.

TARGET: If you are using a state that compares the input to another answer, select whether you want to use a value or another field to compare the input.

VALUE: Select a value/answer you created for this field for the comparison.

ANOTHER FIELD: Select a value/answer from a different field's value for the comparison.

DO: Select the type of action you want to occur when the condition is met.

  • Hide - Hide another field if the condition is met
  • Show - Show another field if the condition is met.
  • Show Multiple - Show multiple fields if the condition is met.
  • Hide Multiple - Hide multiple fields if the condition is met.

FIELD: Select the field(s) to show or hide.

After selecting each option, click the blue Save button to add your condition to this form.  

Add Multiple IF Rules and Actions

You can also add multiple rules or actions within a condition by clicking the blue "+" icon.

If there is more than one IF statement, you can select whether you want the actions to be performed if Any or All rules are met.  

Where to View Existing Conditions

Every condition you create will be shown in this section as well. 

You can use the action buttons to Edit, Disable, or Delete existing conditions.

 

Saving and Publishing Your Form

Once you are satisfied with your form, you'll want to make sure it is saved into the system.

 

Save Draft

Click Save Draft on the top-right corner of the builder to save a draft of your form. 

You can find your saved drafts at any time by going to the Forms page. 

Click the drop-down menu where it says Active and select Draft. 

 

Save and Publish

If you are ready for your form to be used by leads, click the blue Save & Publish button to push it live.

You will see a green pop-up notification in the top right corner of the page that says Form saved & published successfully.