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How to use forms on your website to capture customer Information

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Written by Mark Ritchie   

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Step 1

There's a large issue that needs to be addressed and that's "Why will customers fill out the forms on your website?". I'm sure some people will browse to your site and decide they want to learn more and register on their own but the majority of people need some type of incentive to make them commit to filling out your forms.

For example, you can request that customers register with your company in order to get access to downloadable documents and files. This way you're doing more than just giving customers access to information about your company. You're also capturing information about them at the same time.

Not every form that you create for your website needs to be immediately available to customers when they browse to it. For example maybe you only want customers to access a customer service form when they click on a link in a service emarketing campaign you send them. Allowing you to further qualify leads and information captured by the campaign.

Step 2

This type of setup can be accomplished by creating a form but never making it visible on your site. You can then link to the form from another page on your website, emarketing campaign, or a regular email you send to your customers.

Step 3

By controling access to your forms in this way you have the ability to make sure that only individuals that need to fill it out have access to it. Having too many forms and options to select from can confuse customers and keep them away from the content you want them to see.


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