Web Form Action

Creating a form 'action' is the second of two mandatory elements needed to make a web form. (The first of course, is creating the form itself.) The action will allow you to customize how the form will function. This includes things like who to notify when it is submitted, adding CAPTCHA to prevent spam and setting an auto-reply email.

Event registrations do not require an action. For more information, please click here.

To create an action:

1. Access: Components>Form Manager>Action Handler.
2. Select Create New Action.
3. Enter the Name for the action. This should be the same as that of your website form, to avoid confusion.
4. Select Add & Configure. The Code will automatically generate.

The following will cover the basics of each tab. If a setting is not addressed, it is recommended to leave at it's default.

Action Tab

• Email Address(es) is the field in which you will enter the addresses of individuals who will receive an email notification once a form is submitted. 
  • Separate these by a comma (,) and a space, or enter them on separate lines.
• Follow-Up URL refers to the page a visitor will be directed to after submitting the form (optional).
  • If this is left blank, it will remain on the same page, however, a confirmation message will display.
  • If you choose to direct to a page on your site:
    1. Select the 'Page Picker' icon. 
    2. Find the Content or Component page you would like to link to from the Show Link Grouping drop-down. 
    3. Click the 'Link Insert' icon to connect to the page.
• Enable Anti-Robot CAPTCHA will generate a CAPTCHA element that will force the visitor to correctly complete the assigned task (replicate the characters, select images, etc.). This will help to protect your form against SPAM.
• CAPTCHA Style refers to the placement of the CAPTCHA. 
  • Inline will appear at the bottom of the form.
  • Pop-Up will appear after the 'submit' button is clicked.

For detailed information about SPAM and CAPTCHA, see: How Do I Get Rid of SPAM?

Layouts Tab

A layout associates the web form with the action. It is REQUIRED in order for the form to function.

1. Select Add A Layout.
2. On the Details tab, select the associated form from the Layout drop-down.
3. Click Save.

Response Tab

This allows you send a default message to the individual who had submitted the form (optional).

• Enable Auto Response toggle will activate the responder.
• Append form to email will provide a copy of their form submission in the email, like a receipt of sorts.
• Subject will appear as the subject line in the recipient's email.
• Message will be the body of the email.

You'll need to make sure that you are collecting the person's email address through a form field in order to use this feature. For complete details and instructions, please see: How to Enable an Auto Response Email.