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

        • ms

          Email set up for communication
        • Fix the speed

          It takes ages to load on every step even though my dataset is quite small.
        • Capture Bank Charges for Invoice Payments

          We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add
        • Conditional Layouts On Multi Select Field

          How we can use Conditional Layouts On Multi Select Field field? Please help.
        • Image field in custom module

          Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
        • Deluge Function to Update Custom Field

          I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue
        • "View ticket" link is broken

          The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.
        • import data from Apollo.ai into zoho crm via zoho flow

          I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
        • Woocommerce Line Item Information

          I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
        • Synching changes to Stripe when changes are made in Zoho Billing

          We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
        • Disable Smart Filters By Default

          The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random
        • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

          Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
        • Client Script | Update - Client Script Support For Custom Buttons

          Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
        • Zoho Mail not working

          Zoho Mail not working
        • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

          We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
        • I can't add a new customer in Zoho invoice? Anyone had this issue before?

          Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
        • Spreadsheet View click & focus issue in Arabic (RTL) localization

          Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.
        • Customer address in Zoho Bookings

          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
        • Ghost email notification on a form

          Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the
        • bulk edit records and run internal logic

          hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?
        • Bulk bank rule creatioin

          Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?
        • Limitations on editing a message in Cliq

          Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
        • email address autocomplete

          Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
        • How to use MAIL without Dashboard?

          Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.
        • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

          Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
        • How can i download and secure all my mails from the archive folders?

          Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir
        • How to open filtered report in popup using Zoho Creator Deluge?

          First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click any
        • Can you default reports/charts to report the current week?

          Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendar
        • Rendering PDF to view on page

          My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)
        • Overlapping Reports in Dashboards

          It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good
        • Feature request - pin or flag note

          Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
        • Admin guide: Handling Mailbox Settings for better user management

          Managing day-to-day email scenarios, such as supporting users with multiple email addresses, ensuring uninterrupted email access during employee absences, enabling secure mailbox sharing, and enforcing organizational security and compliance, can be challenging
        • Cisco Webex Calling Intergration

          Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
        • Designing a practical Zoho setup for a small business: lessons from a real implementation

          I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack
        • DKIM (Marketing emails) UNVERIFIED (Zoho One)

          I'm having a problem with Zoho One verifying my Marketing Email DKIM Record for MYFINISHERPHOTOS.COM. I have removed and re-entered the ownership, DKIM (Transactional emails), SPF and Marketing DKIM and all of them come back verified except the DKIM (Marketing
        • Zoho Recruit Community Meet-up - India

          Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we 're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting life easier (and a lot more effective). Date City
        • Generate a Zoho Sign link

          From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
        • Is it possible to create a word cloud chart in ZoHo Analystics?

          Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
        • How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

          There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue
        • Next Page