About ActiveCampaign form fields

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About ActiveCampaign Form Fields

ActiveCampaign provides a powerful form creation tool that allows users to collect various types of information through inline forms. Understanding the different types of fields that can be added to these forms is essential for optimizing your data collection processes. This article aims to explain the various form fields available in ActiveCampaign, their functionalities, how to access them, and best practices for usage.

Introduction

ActiveCampaign's form fields are critical components for gathering data from contacts on different levels. These fields not only capture standard information, such as names and email addresses, but can also hold custom data unique to your business needs. By utilizing the appropriate fields in your forms, you can enhance your contact management capabilities, tailor your marketing efforts, and ensure compliance with data collection regulations.

Whether you are capturing leads or gathering feedback, understanding how to effectively use ActiveCampaign form fields will provide a significant boost to your engagement strategies and data analysis efforts.

How to Access This Feature

To access the form fields feature within ActiveCampaign, follow these steps: 1. Log into your ActiveCampaign account. 2. Navigate to the Forms section from the main dashboard. 3. Choose to either create a new form or edit an existing one. 4. In the form builder, you will see different options to add fields under the Contact fields, Account fields, and any applicable custom fields.

Step-by-Step Instructions

Here's a comprehensive guide on how to utilize ActiveCampaign form fields:

Creating a Form

1. Once in the Forms section, select the option to create a new form. 2. Choose an inline form type as floating boxes, floating bars, or modal forms do not support field additions. 3. In the form builder, add the required and optional fields as needed.

Adding Standard Contact Fields

1. Within the Contact fields section in the form builder, find standard fields such as:

  - Full name: Automatically included; can be removed.
  - Email: Mandatory and non-removable.
  - First name
  - Last name
  - Phone: Optional but recommended to activate Phone field validation for SMS lists.
  - Header, HTML Code, Image, CAPTCHA, and List Selector.

2. To add these fields to your form, simply drag and drop them into your form layout.

Adding Custom Fields

1. Create custom contact fields from your main settings menu under the Custom contact field overview. 2. These fields will then appear under the Contact fields > Custom fields section in the form builder, ready for use.

Configuring Fields

- For the phone field, click on the field to choose between a Validated Phone Field (requires valid numeric input) or a Non-Validated Phone Field (accepts any text input). - Ensure the Account Name field is included for any account-related forms.

Configuration Options and Settings

Understanding the configuration options available will help you maximize the effectiveness of your forms.

Standard Fields

- **Standard contact fields**: Includes Full name, Email, First name, Last name, and Phone. - **Custom contact fields**: Unique to your account, added once created. - **Phone field validation**: Essential for capturing consent for SMS lists, follows E.164 number formatting.

Account Fields (Plus, Professional, and Enterprise plans only)

- Standard account fields include:

 - Account name
 - Account URL
 - Account description
 - Address fields (Address 1, Address 2, City, State/Province, Postal Code, Country)
 - Number of employees
 - Annual revenue
 - Industry/Vertical
 

- Custom account fields function similarly to custom contact fields.

Custom Object Fields (Enterprise plans only)

- Collect unique information through custom object fields linked to contacts in your forms.

Best Practices and Tips

- Ensure to include the Email field since it's required; do not remove it. - Always validate phone numbers for accuracy if you plan to use SMS features. - Leverage custom fields to tailor your forms for specific data capture needs. - Test your forms thoroughly before going live, checking for all necessary validations and functionality.

Common Use Cases with Examples

- **Lead Generation**: Capture standard contact information along with customized details relevant to your targeted audience. - **Feedback Collection**: Use fields to query clients on service satisfaction or feature requests directly through forms embedded in emails or web pages. - **Event Registration**: Collect participant details for webinars or in-person events using both standard and custom fields.

Troubleshooting Section

If you encounter issues, consider the following: - Ensure that all required fields are included and correctly configured. - Verify that you have the right plan for the fields you want to use, as certain fields are only available on higher-tier plans. - If validations fail, check the input format against the required standards, particularly for phone numbers.

Related Features

Explore features that complement form fields: - Forms: Learn more about creating and editing forms. - Automations: Optimize your workflows with automation triggered by form submissions.

FAQ Section

Q1: What types of fields can I include in my form? A1: You can include standard fields, custom fields, phone validation, headers, HTML code, images, CAPTCHA, and list selectors.

Q2: Are there any restrictions on form field types? A2: Yes, certain field types are only available depending on your ActiveCampaign plan (e.g., Custom object fields are exclusive to Enterprise plans).

Q3: What happens if I don’t use phone field validation? A3: Without validation, the phone field can accept any text, which may result in incorrect or unusable data for SMS lists.

Q4: Can I modify the email field in my form? A4: No, the email field is mandatory and cannot be removed from forms in ActiveCampaign.

Q5: How do I create custom fields? A5: Custom fields can be created from your main settings menu and will show up in the form builder under their respective categories.

Q6: Can I use custom object fields in accounts? A6: No, it is currently not possible to use custom object fields related to accounts.

By understanding the various types of form fields available in ActiveCampaign and how to utilize them effectively, you can greatly enhance your data collection efforts and optimize communication with your contacts. ```