Form: Action
The Action step is where you decide what happens after a visitor clicks Submit. It's a step that's easy to rush — but the post-submit moment is one of the highest-value touchpoints in the whole journey. A visitor has just told you they want something. What you do in the next second either reinforces that decision or loses it.
Three things to set here: what the Submit button does, how double opt-in is handled (if enabled), and what happens when the submission matches an existing Profile.
In this article
Submit button action — Display Message, Go to Page, Go to URL
Advanced Link Settings — passing Attribute values as URL parameters
Double opt-in — the confirmation destination
Profile check — how to handle existing Profiles
Use cases across lead nurturing, retention and brand building
Submit button action
On the Form Action page, select in the dropdown what type of action the Submit button will perform.
There are three options:
1. Display Message
The visitor stays on the same page and sees a confirmation message.
Enter the text for the headline and message to be displayed.
This is the simplest option and works well for embedded Forms where navigating away would be jarring — for example, a newsletter sign-up in a website sidebar, or a preference centre Form embedded in an account page.
💡 Tip — write a real confirmation, not "Thank you". The moment just after submit is when the visitor is most engaged. Instead of a generic "Thanks!", use this space to set expectations: "You're in! Look out for our next newsletter on Friday — and check your inbox for a welcome email in the next few minutes." That one extra sentence reduces confusion and builds trust.
2. Go to URL
Redirect the visitor to any web address.
Enter the URL you want to redirect to. This URL is captured as part of the Form – Submit Event on the Profile, so you can segment by destination if needed.
Use this when the destination lives outside Apsis One — for example, your main website's thank-you page, an external event platform, or a third-party download host
3. Go to Page
Redirect the visitor to a Page activity you've built in Apsis One.
Expand the Select activity dropdown and choose an existing Page from the list. See Create New Page for how to build Pages.
This is the option you want when the post-submit experience is a destination in its own right — a branded thank-you Page, a download delivery page, a campaign-specific confirmation with next steps, or an invitation to share.
Advanced Link Settings
When you choose Go to URL, a dropdown for Advanced Link Settings appears. These settings let you add Attributes as parameters to the URL, so the destination page can read them and personalise itself.
Expand the Attribute dropdown, select an Attribute, and enter a parameter name in the Parameter input field.
Example: if you have a specific landing page for visitors who live in Sweden, you can pass the Country Attribute as a parameter (e.g. ?country=Sweden) and use that to direct them to the right place, or to pre-fill content on the destination page.
Advanced Link Settings are particularly useful when integrating with your main website or a third-party system that can read URL parameters — you can hand off rich context without needing an API call.
Double opt-in
If your Form has Double opt-in enabled, you can choose the page subscribers are redirected to once they confirm their subscription by clicking the link in the confirmation email.
Enter the web address in the URL input field.
Double opt-in is enabled in the Terms & Conditions and Consent elements. See Double opt-in for more on the full flow.
Prerequisite: double opt-in must be activated on the Section
Before you can use double opt-in on any Form, it must first be activated at the Section level by an Admin. This happens in Account → Settings → Section name → Double Opt-in, not in the Form itself.
If double opt-in isn't activated on the Section, the double opt-in toggle inside your Consent or Terms & Conditions elements will be greyed out (not available).
If you're not an Admin, check with whoever manages your Apsis One Sections. Once it's activated on the Section, every Form built in that Section can choose whether to use double opt-in on a per-Form basis.
See the dedicated Double opt-in article for the full activation and configuration walkthrough.
The two post-submit moments with double opt-in
With double opt-in switched on, there are actually two post-submit moments to design for:
Right after submit (the Submit button action) — the visitor has filled in the Form but is not yet confirmed. Use this moment to tell them "check your email to confirm". The Display Message option is usually ideal here.
Right after confirmation (the Double opt-in URL) — they've clicked the link in the confirmation email and are fully subscribed. This is the "you're in!" moment. A branded Page with warm welcome copy, what to expect, and maybe a shareable link works well.
Profile check
Now it's time to choose what happens when a Form & Pages activity is submitted by a visitor who matches an existing Profile in your account.
Expand the Profile Check dropdown to set up how your Form handles existing Profiles.
Update profile existing data
If profile already exist, allow to add new attributes and subscriptions, but not overwrite existing data.
Block and show message
This rejects the Form submission, shows a message of your choice to the visitor, and sends a Reject Event to the Profile.
If you choose to block overwriting Profiles, enter the message that will be visible to visitors in the Message text box.
Use this when you don't want existing data to be touched — for example, a Form aimed strictly at new sign-ups where overwriting would break assumptions in a downstream CRM or flow.
Block if Profile has CRM ID
This rejects the Form submission, shows a message of your choice, and sends a Rejected because CRM ID was set Event to the Profile.
This is the go-to setting when Apsis One is integrated with a CRM (like Efficy Enterprise or Tribe CRM) and you want to protect Profiles that already exist in the CRM from being overwritten by Form data. New Profiles go through; Profiles already owned by sales stay protected.
It's a quietly important setting. Many organisations learn the hard way that allowing a marketing Form to overwrite a sales-owned contact can erase context, reset consent, or break ownership rules. If you have a CRM integration, this option is almost always the safer default for acquisition Forms.
Allow Profile overwriting
Allow the Profile to be updated with the data from the Form.
What happens when you allow Profile overwriting
When a new Known Profile is created by a Form, Apsis One automatically merges it with an existing Profile in your Audience — as long as the email address or mobile number matches (Email or Mobile Attribute). The result is complete, enriched Profiles that contain all their corresponding data.
This is the right setting for preference centres, update-your-details Forms, and any Form explicitly designed for existing Profiles to change their own information. Blocking would defeat the purpose.
Use cases — choosing the right Action configuration
Lead nurturing — Form triggers a welcome flow
Submit action: Go to Page (a branded thank-you Page that tells them what's next)
Double opt-in: enabled, redirect to a "welcome aboard" Page
Profile check: Block if Profile has CRM ID (protect sales-owned contacts), or Block and show message if purely a net-new acquisition Form
Pair this with a Marketing Automation welcome flow triggered by the Form – Submit Event. See About Marketing Automation.
Retention — preference centre
Submit action: Display Message ("Your preferences have been updated")
Double opt-in: usually disabled — these are already-consenting Profiles
Profile check: Allow Profile overwriting — the whole point is to update existing data
Brand building — campaign landing
Submit action: Go to Page (a campaign-branded confirmation with a strong next step — share, explore more, add to calendar)
Double opt-in: enabled if collecting fresh consent; consider a campaign-themed confirmation Page
Profile check: Allow Profile overwriting (so returning visitors don't get rejected when they re-engage with your campaign)
Loyalty — VIP event registration
Submit action: Go to URL (e.g. an external event platform with Attribute parameters passed so their details are pre-filled)
Double opt-in: disabled — these are already-trusted Profiles
Profile check: Allow Profile overwriting — registration should update the Profile's event data
💡 Tips & tricks
Design the post-submit moment intentionally. It's the highest-engagement second in the funnel. Don't waste it with a generic "Thanks".
Keep double opt-in messaging honest. Tell the visitor explicitly what happens next: "Check your inbox for a confirmation email. Click the link inside to activate your subscription." Fewer abandoned confirmations.
Protect your CRM data. If you're integrated with a CRM, default acquisition Forms to Block if Profile has CRM ID unless you have a very specific reason not to.
Preference centres and update Forms need Allow Profile overwriting. Otherwise the Form rejects the people it's meant to serve.
Use the Form – Submit Event. Every Form submission creates an Event that can trigger a Marketing Automation flow. Plan the Form and the flow together.
Pass context via URL parameters. Advanced Link Settings let your post-submit destination know things about the Profile — use it to personalise the arrival experience.
Next steps
Form: Overview and Share — publishing and how to distribute your Form
Create New Page — build the landing Page you redirect to
About Marketing Automation — trigger flows from Form submissions
Forms & Pages: Troubleshooting — common issues and how to fix them










