Tips for using Zoho Forms to boost your sales this holiday season

Tips for using Zoho Forms to boost your sales this holiday season

With the holiday season quickly approaching, it's time to start using your forms to drive conversions. For many small business owners, this is the most crucial time of year. Customers always look forward to this time of year with great anticipation and are eager to begin shopping, while looking for great deals and special offers.



Firstly let's list out the 3 important dates coming up to connect with your customers:
  1. Christmas – December 25, 2022
  2. Kwanzaa – December 26, 2022
  3. New Year’s Eve – December 31, 2022
Know your customers

While there are numerous channels to market your products, it is critical to focus your marketing efforts where you believe potential customers will seek you out. Assessing the efficiency of your past holiday strategies can help you understand your target audience's behavior. To generate leadsshare your order forms directly on your social media channels.



Aside from conversions from your form embedded on website or AdWords campaigns, it's essential to comprehend your customers by knowing how they find you. This is where you can use the UTM tracking parameters to determine which of your marketing efforts is performing the best.
Geolocation tracking for mobile submissions can be helpful to learn where your visitors/customers are from.  
Show customers the different ways they can connect with you, by including social media links or embedding a  contact form at the end of your website footer.


Retain your loyal customers by making a list of your returning customers and create a buyer persona for them. This can help in your marketing success by getting you to foresee what they expect from you during the holiday shopping season. You can also use this information to customize the Thank you page, and the triggered emails, allowing you to create messaging that strikes a chord with your customers.



Revamp your forms and website

Add holiday flare to your website's home page and select a form background that reflects the holiday spirit, for example, a Christmas holiday theme featuring bells.



You can take behind-the-scenes photos of your business preparing for the holiday season and use them as wallpapers for your different forms to portray your realistic efforts for the customers. Use relevant images and include your brand logo wherever possible, such as in social media posts or email notifications. Choose festive CTAs (like SHOP NOW!) for your form to grab the attention of your online customers. 
To connect with each of your customers, use personalized holiday greetings while customers fill out your form with our dynamic field labels.



Offer your best deals and offers with a lightbox order form just when the website visitor is about to abandon your webpage. 



Use the form description to convey the perks that the customers will benefit from purchasing your products or services this holiday season. For example, reassure customers by announcing a free delivery or return policy and a 24/7 support in the form description to win the trust of your customers. 

Reach out to the global market with 
translated forms and sell your merchandise worldwide to earn new customers! What's more? You can trigger acknowledgement emails in the same translated language as well!



Offer multiple payment gateways to collect payments and streamline the payment process, allowing customers to choose their preferred transaction gateway.



If your store gets a lot of foot traffic, you could place the QR code of a donation form at the check out counters to collect any festive donations.

Share your story in short

Figure out what information you require, and avoid asking for information you don't need. Instead of having a long form with multiple unnecessary questions, segment the form into multiple pages, where each page focuses on different information.
Use the first page of your form to tell the story of your brand, and the reason why this holiday is special, making it easier for you to create an impact on people to connect with you, no matter where they're from. 



Following up your story with simple segmented questions will help closing the deals faster. You can also avoid showing up irrelevant questions or pages and customize the form filling experience for each customer based on the choices they make on your form with conditional rules. For example, if you have more than one event planned or you have different options to offer each attendee, you can avoid making multiple forms for each of them. Collect all the information you need in one form and customize the entry process with rules.



Customers are wary of advertisements that take advantage of the holiday season. Carefully use the holiday season to show appreciation to your customers, so that your message is heard and your actions are perceived as genuine, rather than as a ploy to make some easy money from them.

Send customized party invites to the participants

Share an event registration form or a custom RSVP form for any holiday event, say a Christmas party, or a game night.
As an attendee enters their data and submits the invite form, be sure to acknowledge them instantly. You can also send a personalized auto-generated party invite as an attachment to the acknowledgement email triggered.


Use the Document merge feature to merge form responses with document templates and generate personalized merged documents on each form submission.

Host virtual celebration with contests 

Hosting an Ugly Christmas Holiday Sweater contest is a beloved Christmas tradition and hosting it virtually is just so simple with Zoho Forms. Create a contest form with a tacky sweater background and fields asking for name and email. Ask your respondents to upload their picture with their sweater on using the Image Upload field. They can just take a snap with their phone's camera and instantly upload it to your mobile form.



The judge can view and analyze the images consolidated at one place in the All Entries section, which can make it simpler to select the winner. Offering your products as freebies to the winners can drive traffic to your website, regardless of the nature of your business.

Over to you!

The goal of holiday season sales is to reach a larger audience and outperform your competitors. Taking a few of these steps will get you on your way to higher conversions. As you gear up for your holiday events, remember to spread the holiday cheer along the way! We'd love to hear about what you do to make your forms more exciting and stand out for your audience in the comments.

    • Sticky Posts

    • Easily track referrals with Zoho Forms

      Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of
    • 9 Ways to use Zoho Forms this Navratri

      Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettable
    • The secret to collecting data from valid users

      Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures
    • Storage space in Zoho Forms: The ultimate guide to efficiently managing your data

      Are you using Zoho Forms for data collection? As with any data-intensive application, understanding how storage space is calculated is essential. That's why we've created this guide— to show you everything you need to know about managing storage space
    • Linking primary form submissions to a second form submission

      Let's imagine you have a form that you use to request a minimal amount of data from your users. To collect additional information, you redirect them to another form either automatically or based on a condition. During the course of redirection, you can
      • Recent Topics

      • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

        Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
      • Saving reading position + Keep screen on

        While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.
      • Zoho LandingPage is integrated with Zoho One!

        Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,
      • Android app sync problem - multiple devices have same problem

        Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the
      • How can i resend a campaign to only one of the recipients on the original campaign

        How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike
      • How to show branch instead of org name on invoice template?

        Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
      • Create CRM Deal from Books Quote and Auto Update Deal Stage

        I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
      • Marketing Automation Requirements Questions

        I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip
      • Zoho CRM for Gmail Extension Not Working in Brave Browser?

        Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?
      • Sharing URLs and direct access

        Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
      • how to change the page signers see after signing a document in zoho sign

        Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
      • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

        Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m
      • Can a project be cloned?

        Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and
      • Timesheet Tasks in Zoho Books: associate to service item

        How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the
      • Why Sharing Rules do Not support relative date comparison???

        I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
      • Task/Activity indicator in SalesPipeline overview has disappeared

        I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).
      • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

        As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.
      • Zoho Desk Android app update: Table view for All Departments view, custom button

        Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted
      • What's New - December 2025 | Zoho Backstage

        In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across
      • Need code format to specify default values

        Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
      • Problem with CRM Connection not Refreshing Token

        I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
      • Task Deletion Restriction & Strict Stage Control

        Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks
      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
      • A Roundup of Zoho Sprints 2025

      • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

        We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates
      • Sorting Custom Date in API isn't working w pagination limit

        How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='
      • SAP Business One(B1) integration is now live in Zoho Flow

        We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration
      • Enhancement in Role and Profile mapping of agents in Sandbox

        Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,
      • The reason I switched away from Zoho Notebook

        My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
      • Decimal places settings for exchange rates

        Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
      • Zoho removed ability to see all Scheduled Reports!

        If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.
      • Automate Backups

        This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
      • GCLID and Zoho Bookings

        Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better
      • Merge Items

        Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
      • Create PO from an invoice

        We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great
      • Blueprint or Validation Rules for Invoices in Zoho Books

        Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
      • Resetting auto-number on new year

        Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!
      • Delivery and handling of documents e-stamped using Zoho Sign

        Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these
      • The Social Wall: December 2025

        Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday
      • Custom AI solutions with QuickML for Zoho CRM

        Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface
      • Next Page