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

    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • What's New in Zoho Inventory | Q2 2025

      Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
    • Zoho POS App Hanging Issue – Sales Becoming Difficult

      The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause
    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than
    • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
    • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

      Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available,
    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan
    • Notification to customers when I use a Zoho function

      Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate
    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox
    • "Spreadsheet Mode" for Fast Bulk Edits

      One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
    • Email Notifications not pushing through

      Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because
    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
    • Syncing Bills in Zoho Books to Zoho CRM

      Is there any way to sync the Bills in Zoho Books in Zoho CRM
    • SAML in Zoho One vs Zoho Accounts

      What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure
    • How do I change the order of fields in the new Task screen?

      I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • Deactivated Zoho One account can sign in

      I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they
    • How can I reset the password for a user in Zoho Projects

      We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.
    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
    • How can I add a comment to an existing ticket via API?

      I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!
    • Internal Error When Accessing Team Inbox.

      All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
    • Marketer's Space: Proven tips to improve open rates – Part III

      Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important
    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
    • Change Number Field to Decimal Field

      Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan
    • Allow Text within a Formula

      Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this
    • Zoho Social - Feature Request - Reviewer Role

      Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled
    • Zoho Books/Inventory - Update Marketplace Sales Order via API

      Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
    • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

      I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
    • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

      Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals
    • Dependent / Dynamic DropDown in ZohoSheets

      Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?
    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
    • Next Page