With the increasing number of features of Automatic Web Forms, we have decided to split the user's manual in several documents which are listed below:
Part 1: How to create a basic form • download PDF
An introduction to form creation.
- How to setup a free account
- How to create a basic form
- Downloading form results
- Private forms
- Getting an e-mail confirmation when data is submitted
Part 2: How to use the layout editor and customize the display of your fields • download PDF
This is where you learn how to make your drop-down lists limited to list or how to limit the years that appear in a date field, etc.
- Accessing field options
- Options for fields with a drop-down list
- Options for e-mail fields
- Options for date fields
- Options for time fields
- Options for check boxes
- Options for phone fields
- Options for the file attachment "virtual" fields
- Using the layout editor
Part 3: How to customize the look of your form • download PDF
If you are a Web designer, you probably want to tweak the style sheet of your form. If you are not a Web designer, not a problem: most style settings are tweakable without special knowledge anyway.
- Styling your form with style sheets
- Styling through colors, fonts and round corners
- Embedding your form in a page of your own Web site
Part 4: How to import form results • download PDF
Import settings are key to a successful use of Automatic Web Forms. Make sure you read this document.
- Duplicate checking
- How to assign a Record Manager to the imported record based on a field value, turns, etc.
- Creating an activity after each import
- Creating a history record for each imported record
- Adding the imported contacts to a group
- Creating a lookup of imported records
Part 5: How to use pages and sections to create Web Surveys • download PDF
Sections or pages can greatly improve the look of your forms if you have lots of field. Pages can be used to create Web surveys and add a skip logic to your workflow.
- Adding pages or sections
- Difference between pages and sections
- Organizing the workflow of your pages using skip logic
Part 6: How to use forms to validate your ACT! data • download PDF
How about validating the data in your database by your contacts themselves. Learn how to upload data to Automatic Web Forms server and how to get a unique Web address to send to your contacts.
- The validation process explained
- Uploading data to the server
- Managing uploaded records
Part 7: How to send data to an outside page (like a shopping cart) • download PDF
Need to have your form connect to a shoppping cart or any outside Web page? This is the document to read.
- How data is sent
- How to configure the communication with the outside page
- Automatically redirecting your form to the outside page
Part 8: How to set up a double opt-in form • download PDF
Double opt-in (i.e. the user needs to confirm the opt-in by clicking a link in an e-mail generated after the first opt-in) is becoming more popular and might be the next standard even for newsletter subscription. Automatic Web Forms supports double opt-in starting with version 4.0.
Part 9: Server Triggers • download PDF
When a user submits a form, the Automatic Web Forms server can send an e-mail to the submitter and generate a ticket number.
- How to set up the e-mail to the submitter
- How to set up your ticket numbers
Part 10: How to set up activity, history, notes or custom table forms to be attached to an existing Act! record • download PDF
With Automatic Web Forms, you not only can create contact, company, group or opportunity forms. You can also create history, activity, note and custom table record forms. In this document, you learn the specifics of these forms.
- Creating a form to import sub-records
- Selecting a main entity record type
- Identifying the main record the imported record will be attached to
- What happens if the main record cannot be identified?
Part 11: How to create a form series • download PDF
Form series are less useful in Automatic Web Forms II than they were before. They are still useful for instance to create a relationship between 2 contacts.
- Creating a form series
- Allowing multiple entries for the last form
- Importing form series data