ActiveCampaign Forms for iPad

```mediawiki Navigation: Main_Page > Apps > Mobile Apps > ActiveCampaign Forms for iPad

ActiveCampaign Forms for iPad

Introduction

ActiveCampaign Forms for iPad is a mobile application designed specifically to allow users to create and manage mobile forms directly from their iPad devices. This feature is ideal for businesses that want to capture lead information, conduct surveys, or gather feedback in various environments, including events or retail locations. With the app, users can create customized forms that include multiple field types, text blocks, and images, all tailored to their brand and specific data collection needs.

This feature matters because it empowers users to collect data in real-time and offline, ensuring seamless lead generation processes regardless of internet connectivity. This flexibility enhances data capture efforts, enabling businesses to engage with customers effectively on-the-go.

How to Access This Feature

To access ActiveCampaign Forms for iPad, follow these steps: 1. Ensure you have an iPad 2 or higher with iOS 9 or higher. 2. Download the application from the App Store [1]. 3. Open the app and log in using your ActiveCampaign account credentials, which include your account URL, email address, and password.

Upon logging in, you will be greeted with a few welcome screens guiding you through the initial setup.

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.

Configuration Options and Settings

ActiveCampaign Forms for iPad provides the following customization options: - **Form Submit Actions**: Choose how submissions are handled (e.g., add to a list, send results via email). - **Double Opt-In**: Enable or disable this feature for form submissions. - **Field Types**: Available fields include Full Name, Email Address, Phone Number, and more. - **Themes**: Select from multiple themes to align the form with your branding. - **Background Options**: Customize the form's background with colors, gradients, or images. - **Thank You Message**: Personalize the message shown after form submission.

Best Practices and Tips

- Always test your forms by going through the submission process before using them in real scenarios. - Make sure your iPad is fully charged and properly configured to prevent interruptions during data collection. - Use the guided mode feature on the iPad to avoid accidental app closures while collecting data. - Consider using offline capabilities to store submissions when there is no internet access, ensuring data is captured at all times.

Troubleshooting

If you encounter issues with the ActiveCampaign Forms for iPad: - Ensure you have the latest version of the app installed. - Check your internet connection if you experience problems submitting forms. - If forms aren’t displaying as expected, try restarting the app or your device.

FAQ

1. What devices are compatible with ActiveCampaign Forms for iPad?

ActiveCampaign Forms for iPad is compatible with iPad 2 or higher and requires iOS 9 or newer.

2. Can I edit forms created with this app in my ActiveCampaign account?

No, forms created with the Forms app are independent and cannot be edited within the main ActiveCampaign account.

3. Is it possible to mark fields as required in mobile forms?

Currently, it is not possible to mark fields as required in mobile forms; however, the email address field is mandatory for submission.

4. How do I handle submissions when offline?

The app allows users to store submissions offline, which will be uploaded automatically once your device reconnects to the internet.

5. Can I change the themes and backgrounds of my forms?

Yes, you can easily customize themes and backgrounds directly through the app interface.

6. What actions can I choose for form submissions?

You can choose from actions such as subscribing to a list, adding to a deal, emailing results, or adding a tag.

7. How do I access help or support for issues with the app?

For assistance, refer to the official ActiveCampaign support documentation, or contact their support team directly through the app.

For additional resources, visit the ActiveCampaign help center. ```