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Starting At

$15

per user/month

*billed annually

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Enhanced Lead Generation with
Link2forms

New Web API triggered online Forms & Surveys
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Link2forms provides Act! users with an easy-to-use online "Forms", "Survey", or "lead capture" tool as part of the Linktivity product Suite.

Unlike other 3rd party add-ons, Link2forms is the only one to write directly to the database using the Act! WebAPI, meaning it can be used with self-hosted databases (with Act! Connect Link) or hosted databases through Act! Premium Cloud or a 3rd party hosting provider, and even the new Act! CRM SaaS. You can even use the Keystroke API (K-API) with non-subscription Act! products like Act! Pro or offplan versions of Premium.

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The best part is Link2forms is completely integrated with Act!. All survey and form responses are written to the history of each responding contact, and then presented with incisive online reporting that gives you the visibility needed to interpret and respond to customer feedback. 

And nothing get's missed with Link2forms as you're alerted immediately after each submission, with a breakdown of their individual form responses. Link2forms is a powerful lead-generation tool that allows you to create easy mobile-friendly forms to harvest many types of data from customers, such as Newsletter Sign-up, Service or Quote Requests, Online Surveys, Membership Feedback, polling, elections, you name it.

Link2forms Workflow

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System Requirements & Subscription Terms

  • A current Act! subscription (Act! v18 or higher)
  • Act! security role of "Standard" or higher, with WebAPI permissions assigned
  • Act! Premium Cloud or Act! Premium with a WebAPI URL, or locally install Act! Connect Link
  • Act! WebAPI v1.0.409.0 or K-API
  • All prices listed are in USD, and billed per user/per database
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Fast facts every Act! user should know:

Generate a URL to publish your form

Publish an online form/survey link and distribute that to the audience you wish to complete your form or survey. This link is generated by Link2forms, and can easily be included in your website, social media, or even email signature. 

You can even create a friendly URL name to make the form's address easier to remember if you wanted to publish it as a free-standing page.

Secure your form from bots with Captcha

Nothing worse then building & publishing a form only to have it overrun with bots that create fake contacts in your database with bogus responses. All our Forms/Surveys include a captcha at the bottom to safeguard your forms from such attacks.

Process easy online form submissions

Provide them the form or survey to complete online and have those responses automatically & securely added to the History of the contact, and then added the responders to a group in your Act! database that Link2forms created for that form. You can even prevent multiple submissions from the same person.

Update or add Act! Contacts

If the contact that completes a form/survey is in your database they are automatically added to the new Form group, and if they're not, they get created in Act! as a new contact and then added to the group. In cases of existing contacts, no field data gets overwritten

Include uploading attachments with forms

Add an upload field to your form to support people uploading attachments like resumes, images, etc. The attachment is included with the same contact History as the text responses.

Choose which contact fields are included

Easily map any number of primary contact fields from your database and select which one will be used for duplicate checking (typically email field). Forms soliciting feedback from existing contacts can use minimal fields, but ones where you're harvesting feedback from new contacts can include a more complete list of fields.

Instant Notification of form submissions

Get an instant email alert whenever a form or survey is completed, advising you of who provided the submission and what their responses were. The same information is written to the Contact History (including attachments) for more reliable record keeping.

Create drip email campaigns after form is completed

Configure up to five nurture emails as a drip campaign after a contact completes a form. Imagine being able to send follow-up emails relating to the product or service they expressed interest in, and then schedule a follow-up after the drip campaign is complete.

Automate Follow-up Activities in Act!

Don't leave follow-ups to chance. Link2forms allows you to create a follow-up activity in Act! to ensure you never miss a lead generation opportunity. 

Reporting

Feedback is of little value if it's difficult to parse or understand. Link2forms provides online reporting to help you analyze all your forms or survey results in a variety of chart formats or KPI's.

Save time by cloning forms

Many forms contain the same fields and structure, but are used for different purposes. If you want to create one product form for your website, you can easily duplicate that form for other products on your site, with each forms responses going into their respective Groups in Act!.

Works with Local & Web databases

Link2forms works with Cloud databases using the WebAPI, and local databases using Act! Connect Link. As long as you have an Act! subscription, you can publish forms & surveys more successfully with less effort using Link2forms.

You can even use the Keystroke API (K-API) to support Linktivity features for Act! Pro and off-plan Premium users.

Personalized surveys

Choose from six different question types (single-line text, memo, single-select, and multi-select drop-down menus, checkbox, number, rating, rating with the slider, and file upload) for your form or survey, and easily manage their order of sorting. You can even use drop-down lists that support free-form content to capture those "Other" responses.

Link2forms allows you to include a simple introduction at the beginning of your questions, and divide your form into sections with Section Headers.

Customize your form to fit your website

Choose from three different design styles, using single or multiple columns, and control every design aspect of your form so it fits seamlessly into your website placement. You can even use our "Embed Code" feature to grab the custom code for iframes so the form auto-fits in both width and height to your page - even if you inserted it into a narrow column for a Call To Action form.

Easily select background color, the number of columns to use, and how your questions will span across those columns. You can even incorporate a unique form-specific image to post at the top of the form/survey page.

Click to load a contact from Act! into a form

If you have a contact in Act! that you'd like to load into an existing form, you can do that with Link2forms. With our new drip-campaign feature, users may want to add existing contacts to a form to enroll them in a Link2forms nurture campaign, and we've created a plugin to make that easy.

Features Comparison Chart

Link2forms is available in Standard and Team Editions, to support the needs of individual sales reps and workgroups. A number of features and functions are exclusive to Team edition, and the comparison chart below provides a good illustraiton of those differences. The biggest difference between the two tiers is the ability to share quoting resources and data with others, so features like shared data, templates, dashboards, product and image databases are exclusive to the Team edition.

Features
Standard
Edition
Team
Edition
Create Online forms & surveys that feed results back into Act!
Create follow-up activities in Act! based on form or survey submissions
Detailed survey reporting of results
Ability to create a form link or embedded HTML for publishing
Works with Web API and KAPI
Support a variety of default layout styles
Supports Captcha
Automatically adds contacts to Act! group upon submission
Recognizes existing contacts & creates new ones when form completed
Easily clone existing forms
Works with Local & Web databases
Include uploading attachments with forms
Instant Notification of form submissions
Ability to assign form ownership to other users
Ability to trigger follow-up activities for other users
Configure drip email campaigns after a form is completed
Windows plugin to apply contacts to a form from inside Act!
Ability to create Opportunities for contacts who complete forms
Cost
$180/
year/user
$240/
year/user
= Included
= Not included
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Link2forms Animated Walk-through

Screenshots of Link2forms (click on thumbnails below)

Learn more at www.Linktivity.net

Generate more leads with Link2forms, the only WebAPI forms & survey solution designed for all Act! users.

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Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

 
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