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If you use Act-on, you can create a form to use in an Evergage campaign. This approach ensures that the form is shown to the right people at the right time, and that all of the data captured is returned to Act-On. In Evergage, you can also analyze visitor interactions with your Act-On forms so you know exactly when visitors completed certain actions and how they are related to other behavior on your site.

This article will detail the process for creating a campaign using an Act-On form.

Create an Act-On Form

 

  1. Log into Act-On
  2. Create a new form or open an existing form
  3. Copy the embed code from the Act-On form builder
    1. Click 
    2. Select Get Public URLs
    3. Click Get Code
    4. Copy the entire code block, which may be several hundred lines depending on the complexity of your form
  4. Paste this code block into the Evergage Message Source Code in your campaign as outlined in the next section

Use an Act-On Form in an Evergage Campaign

  1. Log into the Evergage Visual Editor
  2. Create a new campaign
  3. Create a new message (any Evergage message type may be used)
  4. Delete the default "message text"
  5. Select Message Source Code at the bottom of the screen to access the source code editor
  6. Starting at line 1, paste the embed code from the Act-On form builder
  7. Click APPLY to add changes to the message
  8. Adjust the message size to accommodate the form

    NOTE

    Any hidden form fields will be shown in the Visual Editor when you are creating the form, but will be hidden when you publish the message
  9. Style the message as needed:
    1. Add an intro at the top of the message (Insert Element > Text Box)
    2. Change the style and formatting of the field labels
  10. Add campaign rules as needed so you can target specific visitors with this campaign

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