Tip of the fortnight 1 - Form redirects to boost customer engagement
Hello everyone,
Have you ever felt completely abandoned, lost, and alone?
Well, that's exactly how your customers feel when you abruptly end a form with a generic Thank You page. The Thank You page can be so much more than that, and for this week's tip, I've put together a few alternatives. So, the next time you're tempted by the allure of the default, try one of these instead!
Value their opinion
Getting feedback is one of the best ways to engage with and validate customers. Over time, it can turn customers into your biggest advocates and evangelists! Plus, feedback has the added bonus of letting you know exactly where your product needs improvement.
So instead of the generic thank you, try
automatically redirecting customers to a simple feedback form. This feedback form shouldn't be very complex (remember, they just finished filling out another form)! A simple form with a rating slider should do the trick.
Create prefilled forms
There may be times when your customers need to fill out more than one form for a single process. If these forms contain generic fields in them, your customers have to enter the same data again for each form. Sounds tedious, doesn't it? Instead, you can
prefill the second form with the data entered from the first form (like contact details, employee number, etc) to make completion easier.
So let's say you're planning an event. After an invitee submits an
RSVP form, you can immediately redirect them to a
Guest
List form where their name and email address has been automatically filled. Pretty neat, right?
Land them on your turf
Do you have a website for your business or your product? Why not
redirect customers to your website instead of abandoning them on that desolate thank you page! This is a convenient way to provide your customers with more info about your product or upcoming events.
Let's say you own a cake shop and you've put out an order form on social media to help increase online orders. After a customer finds your form and places an order, you can take them to your website showcasing more information about your shop and your other delicacies.
Personalized messages
Nothing excites or influences customers more than a service that's personalized for them. Create a
personalized message by including data received from your form and display it right after submission. This way, you can deliver a custom "
Newsletter
Subscription
Success " or "
Order
Confirmation " message for each submission.
Again, the next time you're thinking about using a generic thank you page, try one of these options instead! What are your ways of redirecting the customers? Share them in the comment section below–We'd love to hear from you!
Until next Fortnight,
Prasana.
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Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include aTip #2: Prefill forms automatically with existing Zoho CRM data
How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRMTip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering theTip #9: Modify deal properties in Zoho CRM using form responses
How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho
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