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 leads, share 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

    • Develop and publish a Zoho Recruit extension on the marketplace

      Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

    • Unlocking New Levels: Zoho Payroll's Journey in 2025

      Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.

    • Can I export all attachments from Zoho CRM?

      Can I export all attachments from Zoho CRM?

    • Please can the open tasks be shown in each customer account at the top.

      Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

    • What's new in Zoho Sheet: Simplify data entry and collaboration

      Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

    • Community Digest — Noviembre y Diciembre 2025

      ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho

    • Zoho Projects Plus’ 2025- the year we launched

      We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams

    • Why can't we change the Account type from an Expense to an Asset?

      Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

    • Move email between inboxes?

      Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this

    • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

      Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

    • Data Import | Zoho Analytics Custom Query Window Size

      Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

    • Company Multiple Branch/ Location Accounting

      Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737

    • Zoho Books Invoices Templates

      It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

    • Support for Developing Zoho Recruit Extensions via Zoho Sigma

      Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

    • Email Administrators! Join our tips & troubleshooting series

      Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

    • Personalize your booking pages with Custom CSS

      Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

    • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

      Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

    • No OR Filter for Views with a Related Modules Criteria

      We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

    • Import Function: ONLY update empty fields

      When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

    • Sales IQ Chat Widget is Only Displaying Last Name

      Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

    • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

      Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

    • Begin the year with best practices in the Zoho Desk mobile app : Part 2

      In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve

    • Can we disable add to cart in Zoho Commerce?

      Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Zoho DataPrep and File Pattern configuration

      I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

    • JWT Token authentication problem that sometimes generates infinite redirect loops

      Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

    • Zoho desk desktop application

      does zoho desk has a destop applicaion?

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • ZOHO Work Drive Back Up

      I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

    • ZOHO Reports - Filter Logic?

      Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark

    • Scanned Doc - selecting Item overwrites Rate

      I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

    • Recruit API search

      Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

    • 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.

    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

    • 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

    • Next Page