Enhanced Lead Generation withIntegrated Webforms
Act! Advantage offer users a user-friendly online form or lead capture tool.
These webforms serve multiple functions, from “Contact Us” inquiries and quote requests to job applications and online waivers. What sets Integrated Webforms apart is its seamless integration with Act!, eliminating the need for manual data entry from email submissions. Instead, the Integrated Webforms promptly generates new contacts or updates existing records based on form responses. It’s also capable of initiating follow-up tasks, generating opportunities, modifying contact details, and even starting email drip campaigns.
The versatility of the Integrated Webforms allows it to be used in any setting, thanks to its high customizability and ability to blend into any website design. It offers both link and embedded HTML options, ensuring flexible deployment.
Act's Integrated Webforms are intelligent, featuring skip-logic that displays certain questions based on specific responses.
Unlike other 3rd party add-ons, the Integrated Webforms is the only one to write directly to your Act! database.
With Integrate Webforms, you can:
- Create customizable forms to generate a consistent stream of leads to fuel sales and marketing efforts
- Categorize and segment leads to provide targeted follow-up to increase customer engagement and conversion rates
- Run comprehensive reports on collected feedback to gain actionable insights and make data-driven decisions
- Build forms with a wide variety of question types, including conditional questions with skip logic
- Automate response feedback to enhance customer satisfaction, loyalty, and retention
- Control access to customer feedback to ensure data security and compliance
All survey and form responses are written to the history of each responding contact, and then presented with incisive online reporting that gives you the visibility needed to interpret and respond to customer feedback.
And nothing get's missed with Link2forms as you're alerted immediately after each submission, with a breakdown of their individual form responses. Link2forms is a powerful lead-generation tool that allows you to create easy mobile-friendly forms to harvest many types of data from customers.
Sample Quote Request Form
Fast facts
Generate a URL to publish your form
Publish an online form/survey link and distribute that to the audience you wish to complete your form or survey. This link is generated by the Integrated Webform, and can easily be included in your website, social media, or even email signature.
You can even create a friendly URL name to make the form's address easier to remember if you wanted to publish it as a free-standing page.
Secure your form from bots with Captcha
Nothing worse then building & publishing a form only to have it overrun with bots that create fake contacts in your database with bogus responses. All our Forms/Surveys include a captcha at the bottom to safeguard your forms from such attacks.
Process easy online form submissions
Provide them the form or survey to complete online and have those responses automatically & securely added to the History of the contact, and then added the responders to a group in your Act! database that the Integrated Webform created for that form. You can even prevent multiple submissions from the same person.
Update or add Act! Contacts
If the contact that completes a form/survey is in your database they are automatically added to the new Form group, and if they're not, they get created in Act! as a new contact and then added to the group. In cases of existing contacts, no field data gets overwritten
Include uploading attachments with forms
Add an upload field to your form to support people uploading attachments like resumes, images, etc. The attachment is included with the same contact History as the text responses.
Choose which contact fields are included
Easily map any number of primary contact fields from your database and select which one will be used for duplicate checking (typically email field). Forms soliciting feedback from existing contacts can use minimal fields, but ones where you're harvesting feedback from new contacts can include a more complete list of fields.
Instant Notification of form submissions
Get an instant email alert whenever a form or survey is completed, advising you of who provided the submission and what their responses were. The same information is written to the Contact History (including attachments) for more reliable record keeping.
Automate Follow-up Activities in Act!
Don't leave follow-ups to chance. Integrated Webforms allows you to create a follow-up activity in Act! to ensure you never miss a lead generation opportunity.
Reporting
Feedback is of little value if it's difficult to parse or understand. Integrated Webforms provides online reporting to help you analyze all your forms or survey results in a variety of chart formats or KPI's.
Save time by cloning forms
Many forms contain the same fields and structure, but are used for different purposes. If you want to create one product form for your website, you can easily duplicate that form for other products on your site, with each forms responses going into their respective Groups in Act!.
Create drip email campaigns after form is completed
Configure up to five nurture emails as a drip campaign after a contact completes a form. Imagine being able to send follow-up emails relating to the product or service they expressed interest in, and then schedule a follow-up after the drip campaign is complete.
Personalized surveys
Choose from six different question types (single-line text, memo, single-select, and multi-select drop-down menus, checkbox, number, rating, rating with the slider, and file upload) for your form or survey, and easily manage their order of sorting. You can even use drop-down lists that support free-form content to capture those "Other" responses.
Integrated Webforms allow you to include a simple introduction at the beginning of your questions, and divide your form into sections with Section Headers.
Customize your form to fit your website
Choose from three different design styles, using single or multiple columns, and control every design aspect of your form so it fits seamlessly into your website placement. You can even use our "Embed Code" feature to grab the custom code for iframes so the form auto-fits in both width and height to your page - even if you inserted it into a narrow column for a Call To Action form.
Easily select background color, the number of columns to use, and how your questions will span across those columns. You can even incorporate a unique form-specific image to post at the top of the form/survey page.
Click to load a contact from Act! into a form
If you have a contact in Act! that you'd like to load into an existing form, you can do that with Integrated Webforms. With our new drip-campaign feature, users may want to add existing contacts to a form to enroll them in the Integrated Webform nurture campaign, and we've created a plugin to make that easy.
