Online forms are so present in our day to day that any user is used to filling out different forms on a daily basis. There are many types of forms, so it is very likely that a user will fill out at least one online form every day.
Although the forms share common characteristics, each type of form has a different objective, so we must apply different practices to each of them with online form builder. Today we will review the forms that cannot be missing on your website and we will give you some tips on how to optimize them.
Registration or login form
The very first step when a user lands on a website or app is to identify themselves. The registration or login forms are what you need to obtain basic personal data to identify all those anonymous users. Unfortunately, most websites do not give enough importance to this first contact between the user and the platform, and they show too basic registration forms.
Today, there are multiple very sophisticated methods to authenticate users: dynamic forms, password less forms with magic links, one-click access, and login with social networks. Knowing all the types of forms that exist will help you choose the best one suits your business.
Password reset form
Most online forms require passwords. Although this is not the only security system for a form, most sites tend to use it and therefore users tend to forget it. Given the sheer number of online accounts we need, it’s no surprise that users end up forgetting their credentials and need to fill out another form to retrieve their password.
If your website uses an email and password system to log in, you will need an effective password reset form. According to Small Business Trends, “30% of people think that resetting passwords is very stressful,” and 67% of respondents compare this stress to that of a layoff.
Good practices for a profile form
Make it attractive. This form is usually optional, so it should be attractive and concise so that the user is encouraged to fill it out. Although you can ask more questions than in the registration form, it is always a good idea to keep the number of steps and fields to a minimum.
Add conditional logic. Creating a dynamic form based on your own conditional logic will help you get more and better information about your users. You can choose to skip steps or show different forms to different users based on their profile.
Help or feedback form
A help or feedback form is the tool that users have to contact your team if they have problems or if they want to share their comments. These forms can be more efficient if you integrate them with other tools, for example with Slack or other communication tools to send the message to the right person.
Good practices for a contact, help or feedback form
Contextualize. There are many reasons why your users may want to contact you. To smooth the process, it is best to show some options to refine the reason why they are contacting you. Doing this will allow you to send the message to the appropriate agent and give them some context about the user’s problem. Also, users will have to type much less information and send rates will be higher.
Encourage users to contact you. By showing a feedback form, let them know that their opinion matters. Their ideas and experience will help you improve your platform or your business.
Requesting a demo is common practice on SaaS (software as a service) product websites. When selling a software product, we must provide a short demonstration of how the product works so that users can test its features and benefits.
The demo request forms are a bit longer than the examples we’ve seen above, but shorter than a payment form. The fields that we will normally have to show are personal data, contact information and information about the company.
Good practices for a demo form
Ask the right questions, and keep them few. As with other types of forms, displaying the minimum number of fields is crucial. Thanks to the data enrichment tools, you can get useful information through the user’s email. If you integrate your form with Clear bit, you can know data such as the name of the company or the size of the company without having to ask users. Take advantage of these tools to keep questions to a minimum.
Payment or subscription form
This is probably the most delicate type of form: the last step just before finalizing a sale is a crucial point that can improve your conversion rates or sink them.
Payment forms are usually the longest form type. To run a one-time payment or subscription, businesses need a lot of personal information from users: personal details, shipping details, payment details, and more.
Being so long, it is especially important that you think about an optimal organization and apply specific CRO techniques for payment forms.