Web Content Actions

With ClickDimensions Form Actions, you can specify certain actions to trigger once someone has submitted Forms, Surveys, and Subscription Management pages created with ClickDimensions. In this article, we will cover every Action and what it will do in CRM. In the Form, Survey, and Subscription Management Page designer windows, there is a tab called Actions.

Goals

• Learn where to find Actions in the Web Content editors
• Learn how to add Actions to a Form, Survey, or Subscription Page
• Learn what types of Actions are available to use

Table of Contents

• Where to find Actions
• Add to Marketing List
• Remove from Marketing List
• Follow Up
• Email Notification
• Team Notification
• Campaign Response
• Auto Responder
• Assign

Where to Find Actions

Under the Actions tab, you'll see a list of all the available actions in the right column.

To add a Form Action, click the action on the right and drag it to the left.  These Form Actions can be added in any order; they will all happen at once as soon as the prospect has submitted the Form.

Add to Marketing List

The Add to Marketing List will add the person submitting the Form, Survey, or Subscription Management Page to a specified static-type Marketing List.

When you add the Marketing List action, use the look up field to specify the static-type Marketing List(s).

Be sure to select a Marketing List with the correct member type. For example, if a Lead submits the form, that Lead will only be able to be added to a Lead-targeted Marketing List. It might be a good idea to make sure that you have a Marketing List for leads and contacts (if applicable). Once the Marketing List(s) have been added, you will see it listed in the Marketing List Action.

NOTE: If a Marketing List is set as Locked in CRM, the Add to Marketing List action will not be able add a member to that list. Generally, marketing lists are not locked by default, but if a static marketing list is generated from a dynamic list using the Copy to Static option in CRM, the static copy will be set as locked by default.

 Remove from Marketing List

The Remove from Marketing List action will remove the person submitting the form from the specified static-type Marketing List(s) if he or she is on the list(s). Use the look up field to specify the Marketing List(s).

Follow Up

The Follow Up action will create an activity record in the prospect's Lead or Contact record after the prospect submits the Form, Survey, or Subscription Management Page. In the task window, you can

• Select the Activity Type (Task or Phone Call)
• Enter the Activity Subject and Activity Content
• Assign the activity to a CRM User (required)
• Set a Due Date.

This action will create an Activity record in the prospect's record with the information entered.

In release 2024.07, the Follow Up action for Form Designer (New) alone was updated with the following feature: Assign 'Follow Up' Action to Participant's Owner​

For forms created using the new Form Designer, the 'Follow Up' Post Action now features a checkbox to Assign to Participant's Owner​

Behavior when a new lead is created:

• If Assign to Participant's Owner is checked and Assign to User is empty, Activity will be assigned to default owner of the lead (in this case default CRM owner)
• If Assign to Participant's Owner is checked and Assign to User has a user value, Activity will be assigned to the user mentioned in this field.

If the owner of the newly created lead was changed to a different user from the default owner, for subsequent submissions, Activity will be assigned to this new owner of this lead.

Email Notification

An Email Notification action will send an email to any email address and/or CRM Users listed. In this activity window:

• Manually enter email addresses into the Emails field
• AND/OR Select the User(s) you would like to send the notification to
• Enter the Subject line of the email.
• Notify Record Owner: this field will send the notification to the Owner of the Lead/Contact who submitted the form.
• Enter any content in the text box field.

Once someone submits the Form, Survey, or Subscription Management Page, the Email Notification recipient will be sent an email containing a link to the Contact or Lead record, the Subject, Message, and a summary of the information submitted by the Lead or Contact.

The Email Notification will always be from system@clickdimensions.com, so if you have trouble receiving the notifications, you may need to white-list that address.

Here is what the email will look like:

NOTE: In order for the Email Notification to work, it will require an Email component field to be present.

Team Notification

If you have created a Team through CRM you can also email each member of that Team when someone has submitted a Form, Survey, or their subscription preferences. It functions very similar to the Email Notification Action above:

• Select the Team you would like to send the notification to.
• Enter the Subject line of the email.
• Enter any content in the text box field.

Once someone submits the Form, Survey, or their subscription preferences, the entire Team will be sent an email containing the Subject, Message, and the information submitted. It looks the same as the Email Notification email.

Campaign Response

If you have associated the Web Content record with a Campaign record in CRM, the Campaign Response action will create a Campaign Response in the associated Campaign record. In the action window, enter the Name and Content for the Campaign Response record.

Auto Responder

The Auto Responder action will send an email to the prospect who filled out the form. The Auto Responder window resembles a simplified version of an Email Send record. You will need to...

• Select an Email Template (required)
• Enter a Subject line for the email (required)
• Transactional: Denote whether this email is a transactional email or not. Transactional means it is a non-marketing email that sends regardless of preferences; for more information see here. Non-transactional emails require a Subscription List to be specified and an opt-out method provided within the email content.
• Subscription List: This field is used to specify the Subscription List that this particular email will be related to. Subscription Lists help manage opt-ins and opt-outs, so selecting the appropriate Subscription List will ensure that only your recipients who opted-in to this subscription list will receive the message.
  

  NOTE: The Transactional and Subscription List fields will only be present if you are utilizing the ClickDimensions Opt-In Subscription Management style instead of the default Opt-Out style.

• You can choose if the email will come from the prospect's record owner in the Send From Owner field
• Select a User record for the From Name and From Email. By selecting a User record, the From Name and From Email fields will populate with the User's information  (required)

Assign

The Assign action will give the specified user ownership of the lead or contact record that is created or updated when the Form, Survey, or Subscription Management Page is submitted. Use the lookup button to find the desired user, or type in the name of a user.

Form Designer

The Actions remain the same for the Form Designer; however, the navigation process does differ. When working with the Form Designer, navigate to the form record, and then select the Actions tab. From here, you will be able to see the same actions listed above. Simply drag & drop them into the center to fill out the details.

Click Save.

Always make sure to click the Save button in the Form Builder or on the Form Designer record to save any changes made to the Actions.