Determine the purpose of the form.
Do you intend to generate leads, or do you simply want to add a contact to your email list? Once you have determined what you are looking for in a lead, you can determine what information to include in the form.
Selecting a Form Builder
Many form builder softwares are free or very affordable, but they may not have all the features you need. For example, some use a CMS and therefore don’t integrate well with the website you’re using. Others don’t connect with email marketing or CRM software. Determine which tools best meet your business needs.
Insert name field.
This step is self-explanatory. When you start the form, you will naturally want to get the visitor’s first and last name.
Ask for the necessary demographic information.
If you just want to add people to your email list, you probably don’t need to do much. However, if you’re submitting a form to solicit potential customers or to get to know your target audience better, more specific questions such as age, gender, and residence will give you an idea of who your potential customers are.
Add an area where users can specify their persona.
In addition to demographic data, you can find information about the personas of potential users. This gives you a more detailed insight into the daily lives of your potential customers and can show the extent to which they have purchasing power and decision-making power over your company. For example, if it is a manager who completes the survey, they may be more likely to be a leader than a student who has no purchasing power.
Ask them to provide contact details, such as email addresses and phone numbers.
Obviously, at some point, you will need to contact potential buyers and prospects. Keep in mind, however, that you need to ask for the right amount of contact details. For example, if someone subscribes to a marketing newsletter, they may only want to provide an email address. At the same time, if someone wants to tell you about a product, they might provide a phone number or work address.
Determine the company
In addition to the role of the individual, knowing the company can help you identify organizations that might be interested in your products or services. To do this, include a field for the place of work, office location, and company category in the form.
Identify the size of the company.
Start-ups may not be able to buy corporate products but may need more sophisticated or advanced products. It is important to determine the size of the company you are selling to. It may therefore be useful to indicate the size of the company on the form.
Create a follow-up email that is triggered when a form is filled out.
When someone takes the time to fill out the information, sending a thank you email or displaying a “thank you” on the screen creates an impression of courtesy, sincerity, and professionalism. It shows that you appreciate the information provided and that you received the form.
Modern form-filling tools often have many features, such as progressive profiling, smart fields, and interactivity.
Forms can be easily created and integrated into a website.