5 tips for the perfect webform – “Boost your CRM”

To put it simply, webforms are forms on websites for data capturing. Nowadays, webforms are used frequently and in many variations (e.g. as order forms, support forms, application forms, registration forms, etc.). They play a very important role for the communication between website owners and website visitors and often lay the basis for future business deals.

Despite their diversity, all webforms have one thing in common: The goal to reach the highest possible conversion rate. The conversion rate is a very important key performance indicator for the success of a webform. It shows how many of all website visitors have taken one specific action. The specific action varies depending on the type of webform-for a contact form, the intended action is the submission of an inquiry, for an order form, the intended action is the submission of an order, etc. It is fair to say that a webform is only as good as its conversion rate. So what to do?-Avoid webforms that fail! Incompletely filled out and not submitted forms a nightmare for every website owner. Create webforms that are simple, clear and easy to use for all visitors. Forms need to be inviting and filled out quickly.

Optimize your webforms – 5 tips for a TOP conversion rate:

#1: KISS – Keep it short and simple

KISS is the basis for a succesful form. Keep your form as short as possible. By doing so, you signalise that the form will be filled out quickly and with no effort. Forms which look complicated are deterring.

  • Only ask for data that you really need.
  • Reduce the number of questions and form fields.
  • Reduce the number of obligatory fields.

#2: Completion assistence and intuitive structure

Structure the single parts of your form and arrange them in a logic and intuitive way. Be aware of cultural differences (e.g. reading direction). Website visitors have specific expectations regarding the structure and the order of form fields. If they are not met, visitors can be confused and the drop out rate is likely to increase. Completion assistance and short explanations can help to guide users more comfortably through the form.

  • See things from the user’s perspective. Arrange fields in a way that makes sense for you as a user and try to find out where obscurities could emerge. Avoid them by positioning short explanation texts in the form.
  • Group fields meaningfully (e.g. position the first name field and then the surname field, not vice versa). Be aware of cultural differences when doing so.
  • Position sensitive or complex questions at the end of the form.
  • Reduce the number of open questions. Provide predefined answer options (e.g. in a drop-down list, with checkboxes, etc.) to reduce the effort of filling out the form.
  • Try to remove barriers and unclarity by using clear explanation texts, tips and error messages.
  • Put a clear call-to-action into the send button. Tell your visitors what to do (e.g. submit request, order now, etc.).

#3: Appealing design

The first impression counts. Therefore, it is essential that the form looks professional and organized.

  • Create the form accordingly to your website design.
  • Put a clear title to your form so that visitors know what they are filling out and why.
  • Design the description of the form fields, the send button, explanation texts and error messages appealing and well readable.
  • Mark obligatory fields clearly.
  • Make sure that your form is optimized for all browser types and mobile devices.

#4: Thanks and confirmation

Thank your prospects after they have submitted the form and confirm that you have received their inquiry. Let them know that you will process their request as quickly as possible. By doing so, you show professionality and respect.

#5: Test, test, test

Testing is the most important thing to ensure the form’s proper functionality and usability. Test your form several times. Ask for tests from company-internal and external people. Consider other methods for the analysis of webform efficiency for further optimizations (e.g. mouse recording, web analysis, eye tracking, etc.).

Optimized webforms for everyone! – “Boost your CRM!” with ProWebForm by ProAddon

Are you looking for a tool to create optimized webforms easily and quickly? We have the solution for you!-with ProWebform by ProAddon and Dynamics CRM or Dynamics 365.

Using this strong combo, you can create individual webforms in 5 steps without any programming effort and embed them into your website. Transmitted data are automatically stored in Dynamics CRM / Dynamics 365 for further proceeding.

ProWebForm offers extensive functionalities for the creation and optimization of webforms:

  • Choose from various form field types
  • Determine the order of your chosen form fields
  • Choose from various answer options (text, drop down, single choice, multiple choice, e-mail, phone number, date, file upload, etc.)
  • Determine obligatory fields with just 1 click
  • Configure the send button individually
  • Design your forms individually
  • Configure the feedback text after form submission individually
  • Forms are optimized for mobile devices by default
  • Etc.

Are you interested? Read more on our ProWebForm product page or contact us!

Interested? Get in touch with us, we look forward to hearing from you!

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