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ActiveCampaign Forms for iPad
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== Step-by-Step Instructions == === Creating a Mobile Form === 1. After logging in, tap the '''+''' button located in the top right corner of your screen. 2. In the pop-up window, enter a name for your form and select a form submit action. The available actions are: - '''Subscribe to List''' - '''Add to Deal''' - '''Email Results''' - '''Add a Tag''' Choose the action by tapping the dropdown icon and selecting your desired option, then tap '''Continue'''. 3. If you are opting to add contacts to a list, decide whether to enable a '''double opt-in''' feature, which is off by default. To enable it, tap the toggle, turning it green. Then tap '''Select List'''. 4. Choose the list to which you want to add contacts by tapping it. 5. After selecting the list, tap '''Add''' in the top right of the pop-up window, allowing you to add additional form submit actions after selecting a theme. 6. Now select a theme by tapping on your desired option. 7. Once your new form is created, it will load with default fields for '''Full Name''' and '''Email Address'''. If you are satisfied with the current setup, tap the '''...''' button and select '''Display Form''' to view your new form in full-screen mode. Note that mobile forms only display in landscape orientation. === Customizing Your Form === You can customize your form further by adding various elements: - **Adding Fields, Images, and Text Blocks:** 1. Tap the '''+''' in the top right corner to add fields, text blocks, or images. 2. Select the item you wish to include on your form. - **Modifying Fields:** Tap a field to access its styling options, where you can adjust background, border, shadow, corners, and padding. Tap '''Done''' when finished. - **Modifying Text Blocks:** Tap on any text block to change the font, text color, shadow effects, font size, and line height. Again, tap '''Done''' to finalize modifications. - **Modifying Images:** Tap the image block to add or edit the image by tapping '''Edit Image'''. You may also adjust the image size with a slider or tap '''Remove''' to remove the block. - **Rearranging Blocks:** Touch and drag any field or block to rearrange its position on the form. === Changing Your Form's Theme === To alter the overall theme of your form: 1. Tap the '''...''' button in the top right. 2. Select '''Change Theme''' and choose your new theme from the options presented. === Customizing Your Form's Background === To customize the form's background: 1. Tap the '''...''' button. 2. Choose '''Background''' to select a solid color, gradient, or image for the background. === Editing the "Thank You" Message === To modify the thank you message: 1. Tap the '''...''' button. 2. Select '''Edit Thank You Message''' from the menu. 3. Modify the message as desired and tap '''Done''' when finished. === Adding/Editing Form Actions === To edit submission actions: 1. Click the '''...''' button and select '''Edit Form Submit Actions'''. 2. Use the options to add new actions or modify existing ones, tapping '''Done''' upon completion. === Enable Double Opt-In === This feature uses a single opt-in process by default. To convert it to a double opt-in: 1. Tap the '''...''' button, select '''Edit form submit actions''', and tap the list name. 2. Toggle the double opt-in option on to make it active. The toggle will turn green. Confirm your changes by tapping '''Done'''.
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