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PRODUCT | Automatic Web Forms

Create Web forms in seconds and import form results directly into Sage ACT!

With Automatic Web Forms for Sage ACT!:

  • You can create Web forms in seconds
  • You don't need a Web site to host the forms
  • You are notified directly from within Sage ACT! when there are form results to import
  • You import form results directly into Sage ACT! with a single click

Why does it revolutionize the way online forms work with Sage ACT!?

Typically Web designers design the online form and then "somebody else" worries about importing results into Sage ACT!. Most of the time, nothing is automated: the Web form server sends an e-mail out and somebody in the office copies and pastes the data from the e-mail into ACT!. If automatized, it is through an import program that tries to make the form fields coincide with the database fields. It usually is a painful process.

With Automatic Web Forms, you create the form from within Sage ACT!, therefore your online form fields have the same characteristics as your Sage ACT! fields. So when importing, there is no trying to make the data fit into the Sage ACT! fields.

Automatic Web Forms also monitors when form results are available for download. No e-mail cluttering your inbox. You just click a button on your ACT! toolbar and all available form results are imported in one operation.

NEW IN v. 2.1 Automatic Web Forms nows supports file uploads, ie. your form users may attach files to their data. Files import as File Attachments.

Use forms for data validation

NEW IN v. 3.0 Automatic Web Forms can now be used for data validation. You simply upload data from your ACT! contacts to our server to pre-populate your forms. In return you get a unique URL per uploaded contact. You send this unique URL to whoever is qualified to validate the data, typically the contact him/herself. Then s/he gets to see your form pre-populated with the uploaded data, can make changes as needed, submit the form and his/her record is automatically updated in ACT! after your review.

NEW IN v. 3.4 Use our style gallery to quickly style your web forms.

NEW IN v. 4.0 Generate ticket numbers. Now supports double opt-in.

Ideal for:

  • Newsletter subscription
  • Event attendee registration
  • Training registration
  • Online surveys
  • Adding contacts, opportunities, activities to your database directly from the field
  • Job applications with resume upload

Data can be imported as:

  • Contacts
  • Companies
  • Groups
  • Opportunities
  • Activities
  • Histories
  • Notes
  • Custom table records
  • File Attachments

Frequenty Asked Questions

Can I create as many forms as I want in as many databases as I want?
You can create as many forms as you want but for a maximum of 2 databases at a time.

I reached the 2-database allowance but I don't use one of my databases anymore, how can I create a form for a 3rd database?
Delete all the forms attached to the database you don't use anymore. This will decrease your database count to 1 and you'll be able to create forms for your 3rd database.

Is the connection between Sage ACT! and your server secure?
Yes. It uses a 256-bit encryption certificate. Same for the connection between the form and the server.

How long are my form results stored on the AutomaticWebForms server?
30 days. After 30 days, all form results are deleted.

I have deleted the form results that I imported into ACT!. Can I reimport them?
Yes. The add-on keeps track of your import sessions of the last 30 days under Import>Reset import data. You may choose to make form results imported during a session available for download again at any time.

Can I create a form with multiple pages?
Yes and you can even use conditional branches to skip pages. For more details, see Part 5 of our user's manual: How to use pages and sections.

Why would I use the hidden field option?
The hidden field option works with the Default value option. If you make a field hidden and give it a default value, this value will automatically be imported into this field. As an example, hide the ID/Status field and set the default value to "Prospect" if you want all your imported records to have "Prospect" written to the ID/Status field.

Can I make a text field import into Sage ACT! as a note?
Yes, in the list of fields, select ACT! Note and the field will import as a note.

Can I create a form that allows for file uploads?
Yes, see File Attachments under Additional Help in the next column or Part 6 of our users's manual: How to use file attachments.

 

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exponenciel

Other products by Exponenciel:

ACT! Calendar To Excel

Export your ACT! Calendar to Excel. Include any field you want. Use Excel's advanced formatting features to create the calendar of your dream. Excel calendars are easy to print, easy to email, easy to convert to HTML and easy to share. FREE TRIAL

Act! List View Manager

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Advanced Activity Window

All the information you want can now be displayed in the Calendar view or on your smart phone!. With this add-on, you can automatically populate the location or details field of the Activity window with the contact's address, his phone numbers or with any other contact fields of your choice. FREE TRIAL

Advanced Do Not Call Lookup

Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL

Advanced Drop-Down Lists

Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. FREE TRIAL

Advanced Excel Templates II

If you can create a Word template with ACT!, you can now create an Excel Template with ACT! We've made this as simple as possible, mimicking the way you create templates in MS Word or in the ACT! Word Processor. FREE TRIAL

Advanced Field Protection

Advanced Field Protection gives you full control over who can edit your ACT! fields. Users may be given edit rights, initialize rights (can enter information when the field is empty) or no edit rights at all. Also allows you to hide tabs for the users of your choice. FREE TRIAL

Advanced Layout Tools -- General Pack

A unique collection of 7 layout controls that will help you visually organize your data, enter a document path, launch an outside program or document by clicking a button, view a multi-month calendar. FREE TRIAL

Advanced Layout Tools -- Graphics Pack

Create graphs directly in your layout! With the ChartBar and ProgressBar controls, you can better visualize your records data with great looking graphics. No need to run reports. Your graphs are updated when browsing through records. FREE TRIAL

Advanced Layout Tools -- Notifier Pack

Make sure no critical data is left unnoticed in your contact records! With the InformationBar tool, you can display critical information at the top of your screen. With the Notifier tool, you may monitor a field and display an image to attract your attention depending on its value. Two critical tools to manage your critical data. FREE TRIAL

Advanced Layout Tools -- PictureViewer Pack

Add a picture viewer to your contact layouts. A picture viewer displays multiple pictures using minimal screen space. Pictures are automatically resized to fit viewer. Add a title, rotate pictures in a snap. Easily browse through pictures. Pictures can either be in an ACT! picture field or outside of ACT!. A must for picture users. FREE TRIAL

Advanced Lookup by Groups

The must-have add-on for group users. Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. New contact/group data management functions. FREE TRIAL

Advanced Menu Management

Advanced Menu Management allows you to disable ACT! features by letting you choose which ACT! menu commands are available to the users of your database. If you find that the ACT! security roles do not give you enough flexibility, Advanced Menu Management is for you. Want to disable the Import/Export feature for certain users? Want to prevent users from using the Replace field function? Advanced Menu Management gives you full control over who can do what. FREE TRIAL

Advanced Sales Lookup, Export and Reports

Designed to help you manage your Sales Opportunities by combining three functions: advanced Opportunities Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and easy creation of reports in Excel with formatting, sorting and totals. For instance, calculations may be run automatically in Excel to create Commission reports. FREE TRIAL

Automatic Data Entry From Table

Tired of entering the same information over and over? Automatic Data Entry From Table can fill in up to 20 target fields in one operation. Create a data table and choose a reference field. Whenever the reference field is changed, the table is scanned for the new value and the related fields automatically updated. FREE TRIAL

Automatic Web Forms

Create Web forms in seconds and import form results directly into Sage ACT! - FREE TRIAL

Automatic Field Calculations

Allows you to make any type of calculation using your ACT! contact, company or group fields. Supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

Automatic Member Synchronization

Automatically update the contact records of a company or group when you modify that company or group. The add-on may also update divisions of a company and subgroups of a group. Works with the fields of your choice. FREE TRIAL

AutoNumbers for ACT! Records

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ContactLinks

Add one or more buttons to your layouts to quickly go from one contact to another. Create one-to-one or one-to-many links. Name your relationships. FREE TRIAL.

Copy Data Between Records

Copy Data Between Records gives you a list of records to choose from in your layout. Upon clicking one record, it copies data from that record into premapped fields of the current record. FREE TRIAL

Excel Quote/Invoice Maker

For ACT! 2010. With Excel Quote/Invoice Maker, you can easily merge opportunities in Excel to produce quotes and invoices in a snap. FREE TRIAL.

Excel Templates with Quote/Invoice Maker II for ACT!

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Field Tooltips

Add tooltips to your layouts to provide easy-to-access help information to your users. Ideal to educate your users and ensure database integrity through better data input. No need to modify your layouts. FREE TRIAL.

Help Button

Make your own tooltips to put whatever you want, where you want it! FREE TRIAL

LayoutSwitch

Allows you to associate a layout with a type of contact, company or group, so that when you view contacts, companies or groups the proper layout is automatically displayed. FREE TRIAL

MagicJack Plugin for ACT!

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MailChimp Plugin for ACT!

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Navigation Bar for Companies-Groups

Make your Company and Group Detail screen work the same way as your Contact Detail screen. View lookups in Company and Group Detail views. Add VCR-like navigation buttons similar to the ones used in Contact Detail view. Detail views and List views are always synchronized. The most intuitive way to use Companies and Groups. FREE TRIAL

On-Off Edit Mode

On-Off Edit Mode adds a long-time awaited feature to ACT!: the ability to protect your layout fields to avoid accidental changes. FREE TRIAL

Purge Notes and History

Remove the unwanted history records that clog your contact, company and group records. Choose the history records you want to purge based on their type, their record manager, their date and their regarding field. FREE TRIAL

Skype Plugin for ACT!

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Universal Dialer Plugin -- Integrate Skype, Ninja Plus, MagicJack and other dialers with ACT!. FREE TRIAL

 

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STANDARD VERSION
$49.95 -- 1 month subscription
$359.40 -- 40% 0ff 1 year subscription. only $29.95/mo

PRO VERSION
$69.95 -- 1 month subscription
$599.40 -- 40% 0ff 1 year subscription. only $49.95/mo

To see the DIFFERENCE between Standard and Pro versions: click here

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DOWNLOADS

  • Free TRIAL
    Limited to 30 form results
  • Watch a Video Demo

Compatible with:

ACT! 13 / 2011 and Newer

Pro or Premium

Technical Support
provided by Exponenciel

 

 


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