How to Sell Your Client On a Better Converting Type of Form

You’ve heard the old adage: The client is always right.

But every so often there comes a time when you – the designer or developer – know that there’s a better way. After all, you work with websites on a daily basis, and you see how well things convert or don’t convert. You have years of experience under your belt to know that sometimes certain methods work better than others.

So when a client says, “We want it this way,” there may come a time when you have to respond, “Well actually, here’s another suggestion…”

When it comes to creating forms in particular, some form types just work better than others for certain audiences. And if your gut is telling you that a full-page form would work better, then that’s what you should go with.

But how do you tell that to your client?

Here’s how to sell them on a better way, even if they’re picky.

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clients

Certain Forms Work Better Than Others

According to the B2B Technology Marketing Community, “61 percent of B2B marketers struggle to generate high quality leads.” Forms play a big role in that struggle, and in some ways, designers and developers have an inside scoop on which forms work better than others.

Generally that’s because you’re the one stuck doing a redesign when conversions are low. And it’s true that some forms convert better than others.

For instance, forms shown above the fold can improve conversion rates, but sometimes only for audiences that are already familiar with the client’s brand.

According to Groove Digital Marketing, short forms or progressive forms work much better for mobile users, while Convert With Content suggests using multi-step forms instead of long forms because they work better for those needing more information without sacrificing conversions.

multistepform

While you may not have it all memorized off the top of your head, chances are that you know from experience which forms will work in context and which ones don’t. (It’s okay to trust your gut, too).

Of course, once you realize that the form types your client wants may not be the best solution for their audience (or even for their site’s design), it comes time to suggest something different. So how do you do that, exactly?

How to Convince Them You’re Right

Your primary job is really to keep the client happy, but as much as possible you should try to make sure that your client’s endeavors are successful.

While that can be hard to do with a client that is picky or demanding (they simply must have their way), it is possible to suggest an idea that (you feel) will help them achieve their results faster. But you don’t want to come across as a know-it-all, or you’ll risk bruising their ego.

Here are a few ways to try to get your point across without sounding like a demanding diva.

Speak from Experience

While your client has expertise in their respective field, and they probably know their audience better than you, that doesn’t mean you don’t know what you’re talking about. After all, you work with forms and websites, and you’ve had clients come back and say “Hey, this isn’t working, can we change this?”

You’re an expert, and you need to own it. More importantly, you need to show that your opinions have merits. If you want to suggest a new idea, you’ll have to show them that you have their best interests at heart. Which leads to…

Show, Don’t Tell

If you can show how a different form type improved another client’s conversions – whether from your own experience or from an article or post you read about – and you know that your current client has a similar audience, it’s a good idea to grab that data and have it handy.

It can also be helpful for a client to see exactly what you’re suggesting to avoid any confusion. Create a mockup of how the new form would work, and show them step-by-step why it will work better for their audience so they have actual social proof to consider while making decisions.

social-proof

Keep It Consistent

If you’re suggesting something that may be totally out of left field, you still want to reassure them that you understand their audience and brand. Again, this is where a mockup can help, showing the form in action while using their images and site design as a backdrop.

But even if your form idea is way out there, do as much as you can to stick to their audience. If they use business-formal language, don’t start their forms with “Howdy, y’all!” If their colors are blue and gold, don’t design a form that’s purple and grey. It should be a no brainer, but as much consistency as you can keep, the better your “crazy” idea will go over, especially with picky clients.

Offer It Like an “Upgrade”

Sociologist Alvin Gouldner says that no society on earth can escape from reciprocity, or the idea that if someone’s giving you something of value, you should return the favor. Consider suggesting the changes as if you’re providing an exclusive service above and beyond the norm, and they may feel obligated to say yes just because you’re offering.

“We’ve offered this to a few of our other clients and they’ve seen much higher conversions than the standard form. We notice you have a similar audience, would you like to try this new form type? We can create a mockup if you’d like to see it.” More often than not, your client will at least consider your idea rather than rejecting it outright.

Don’t Be Rude

Finally, presentation is everything. This should go without saying, but if you’re rude to the client, they will be primed to reject anything you say on the sheer principle of you being unlikable. While business professionalism can go a long way, it’s about balancing the authoritative tone of an expert with the courtesy of a customer service representative.

According to Call Proof, it’s about listening, empathizing, and under-selling. You have to see your client as more than just a dollar sign, and treat them as you would your family or friends.

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Final Thoughts

Sometimes you have a feeling that a different type of form will work better than others with the client’s design or will generate more leads. Since you have some experience to back up your ideas, you want to suggest those changes to your client.

If you’re looking to convince a client that your idea has merit, be sure to present yourself like an expert. Use data and as much information as you can, and create a mockup so they can see exactly what you’re talking about.

Make sure it stays consistent with their branding and actually helps them. You can do this by offering it up as something that will genuinely add value to their business.

And, above all, communicate like a customer service rep – listen, engage, and don’t forget to play nice. Soon your clients will be falling over themselves to implement your awesome new ideas.

How to Create a Higher Converting Form Landing Page

Landing pages are kind of like snowflakes – no two are exactly the same.

Though there are plenty of similarities between landing pages, and for good reason. There are certain strategies that simply do better for conversions, and so almost every page you see has some version of the following: a headline, explanatory text, and a call to action.

Why? Well, because these elements work.

But the exact application of each of these elements varies, with factors including things like audience, purpose, intent, angle, focus, industry, niche, and overall value.

In other words, one size doesn’t fit all. In fact, the way you blend these elements and factors together can make or break the effectiveness of your page.

Here’s what you need to know to create the most effective form landing page possible.

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Dos and Don’ts for High Conversions

The average landing page conversion rate is around 2-3%, but the top 25% are converting at 5% or higher, with some reaching 10-11% or more. Here are some do’s and don’ts to follow if you want to see your numbers cross above the 5% threshold.

DO Include a Powerful Headline

It may feel cliché to include a catchy headline, but think of it as your first CTA. The headline is where everything begins – where your audience decides if they’re going to stick around or not, whether you’re interesting or boring.

But it’s not just there to grab attention, it’s there to inform. It should be short (preferably 10 words or less) and to the point, and your audience should think, “Oh wow, tell me more!” by the time they have finished reading it.

headline

(Neil Patel over at Quicksprout has some suggestions for writing powerful headlines here.)

DO Include a Persuasive Subheadline

If the headline is your “oh wow”, your subheadline is your “let me hear more”. Your audience should be able to say, “This is why this page exists” by the time they finish reading it.

You should position your subheadline underneath the header (obviously), and it should be more persuasive than your headline copy. You can also give a little more depth and detail, as it can be longer than your headline.

DO Include Explanatory Text

It doesn’t have to be paragraphs upon paragraphs, but even something like a little extra wording to clarify the header/subhead can go a long way, especially if you get creative with the latter.

explanation

You also want to make sure that if you do include longer text, it explains the benefits that the user will receive if they fill out your form or otherwise engage with the CTA. They should be able to answer the question, “This is what I get out of the deal.”

DON’T Spend Too Much Time Explaining

That being said, you don’t have to give your audience the entire history of your company or really any more information than they absolutely need. Too much text can be visually overwhelming and make people think that your offering is more complex than it is.

badlandingpage

No. Don’t do this.

DO Include Large, Relevant Images

Did you know that the brain processes images 60,000 times faster than text? Now you do.

The images you use are just as important as your text, if not more so. They should be large, high quality, and relevant to your product or service. Like a headline, the primary goal of your image is to grab attention and help your audience relate to your product or service.

DO Include Visual Cues

Having a picture of a smiling person may do a good job of commutating how your customers will feel when they fill out your form and receive their product or service (or free eBook, etc.). But if you want to be more effective, use other visual cues to help users out.

Arrows are one of the most effective tools since they can easily guide an eye line to the right place (e.g. your CTA). You can make them noticeable:

arrows01

Or keep them subtle:

arrows02

DON’T Forget Smaller Visual Cues

If you’re a fan of the subtle route, there are plenty of ways to incorporate tiny visual cues that can be high converting without needing to draw a big red circle around your CTA.

Velaro, for example, uses a small PDF symbol on their image (above their form) to signal to the user that something can be downloaded and in what format it will arrive.

velaro-landing-page-example-1

Instead of using an image of a person or scenery, Single Grain uses the elements in the background to point toward the form itself. The average user wouldn’t even give it a second thought. (They also include a small animation that makes the CTA button wiggle).

singlegrain-homepage-form

DO Include a Demo or Test Drive

Some forms are dedicated to letting users sign up for a demo of their product, but some regular forms include a demo video or a “see how it works” link on their landing pages to help users decide if they want to sign up before they absolutely need to commit.

“Try before you buy” can be helpful for new companies that don’t have significant reputation in their chosen industry.

DON’T Forget Your Value Proposition

Finally, your value proposition is the most important part of your landing page. Another word for it would be your CTA, but unlike the “submit” CTA on your form, this one comes with more of an invitation.

Your value proposition can be spread among any of the above elements. In fact, it should be in all of the elements – in your explanatory text, in your buttons, in your images, and in your headline.

By the time they scroll to the very bottom of your landing page, your audience should know exactly why they’re there, what they’re going to get, and how they can get it.

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Final Thoughts

Creating a killer form is one thing, but creating a landing page that truly converts (to put that form on) is another animal entirely.

If you want to see higher conversion rates, be sure to include elements that bring the focus on the action you want the user to perform.

Use a good headline to draw them in, choose relevant images that highlight and point to your CTA, use text that explains the benefits of the form, and don’t forget to mention any additional goodies that they may get out of the deal.

3 Things to Fix On Your Forms If You Want Conversions

Forms are all about action.

More specifically, they’re all about getting your users to take action. Whether it’s signing up for your newsletter or downloading your latest white paper, you want to get your users to do something – that’s called a conversion.

But conversions don’t happen by accident. The way you design and program your form plays a major role in how many people follow through with filling it out.

Unfortunately, there are a few areas that most designers or developers overlook when creating their forms, and it’s costing conversions.

Here are three key areas you need to fix on your forms if you want to keep your conversion rates high.

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Error Messages

Error handling is typically one of the last things a developer will do when putting together a form, which often means that it’s the one process that gets the least amount of attention.

But a form that doesn’t tell you exactly what went wrong when an error occurs or leads you to a 404 page – or, heaven forbid, somewhere else entirely – is not just annoying, it’s a signal to your users to never come back and finish that form.

Suddenly your conversions drop and you’re not sure why.

While the first and most obvious step is to prevent errors wherever possible – and ideally they don’t happen because of a design flaw – it’s still important to have a great error handling system in place should errors occur.

Here are a few things to keep in mind when working on your error handling:

Avoid negative words. While errors are bad, you don’t want the wording to elicit feelings of fear or make them feel that the situation is worse than it is. UX Movement has a great article on making your form error message more reassuring here.

error-messages-negative-words

Avoid using the color red. Instead, highlight error fields in orange or yellow. Similar to the above, the color red – while prominent – can make the user feel like they’ve made a grave mistake. Red tends to be associated with danger, so while you still want your error to stand out, it’s important to signal to users that the error is fixable and that they have nothing to worry about.

error-messages-orange

Specify why the field information wasn’t accepted. Just having a note at the top of your form that says “there was an error” isn’t enough to keep people from panicking. Your error message should tell users exactly which information was rejected and why. For example, an email field should tell users to include the ‘@’ symbol or remind them to double check the spelling of their domain. The more specific you can be, the better.

error-messages-explain

Visual Cues

The next big area you may be overlooking is the use of visual cues.

Many forms come on solitary landing pages, which makes the forms themselves easy enough to find and is one way of getting people to fill out your forms, but that doesn’t always mean conversions will automatically happen.

In fact, whether or not your form is easy to spot on your page, you should include visual cues to direct users there anyway.

Directional cues are signals that tell someone to complete an action, and remember, forms are all about taking action. Cues can include photos, shapes, videos or text, but how and where you use them can significantly impact conversions.

Here are some things to keep in mind when it comes to drawing your visitors to your form:

 

Use an image of a person looking at your form. Humans are social creatures by nature, and so they tend to be drawn to what others are looking at. You can use this human trait to your advantage by having your images direct people to fill out your forms.

 

Have a person or group of people looking at your forms with their eyes, pointing to your form with their hands, or even holding your form.

visualcues-people

Use arrows. Symbols and shapes drive much of our visuals in modern advertising, and the arrow is the king of the symbols when it comes to directing users to take action. Nothing says “look here” quite like it.

Reboot Authentic, for example, uses three arrows to direct visitors to their lead-capture form:

visualcues-arrows

Limit objects in the same visual view as your form. Minimizing the noise around your form will certainly draw the most attention to it, but that doesn’t mean you need to create a whole separate landing page for each form. You can also use colors to visually direct users to your forms, or make use of blank space to create a contrast that stands out.

Twitter does a fantastic job of this on their signup page:

visualcues-simplicity

Button Language

Of course, it could be argued that you should never rely on design alone to communicate.

After all, 8% of men and 0.5% of women have a colour vision deficiency. Another 39 million are blind and 246 have low vision. Communicating with visual-only cues just won’t catch everyone.

While pictures and arrows may help people find your form, the “Submit” button does most of the heavy lifting. That’s where your button copy comes into play.

Buttons will tell users to “Get a quote,” “Download,” “Open an account,” or even “Go to checkout.” But whether someone submits your button depends on the quality of the text itself.

Here are a few things to keep in mind when selecting the right copy for your buttons:

The copy should begin with a verb. Otherwise it’s not really a call-to-action, just a button with some text on it. “More information” for example, is not a call-to-action.

better-submit-button

The language should fit the context. If you’re signing up for banking online, for example, you’re going to expect words like “Register” or “Apply”. If you’re signing up for an e-commerce site, you look for “Sign up” or “Go to Cart”.

It’s also important for the language to be personal wherever possible. If the overall context of your site is friendly, using text like “Sign me up” instead of “sign up” can also improve your conversions.

Think about what your user would say. Imagine that you asked your user what he or she was trying to do. If they would say, “I want to sign up,” then you would use text like, “Sign up.” If you were asking the user “Would you like to…?” then the text would sound more like, “Sign me up.” These are what Jared Spool calls “trigger” words.

For any button text, ask yourself if it fits with the statement “Would you like to?” or “I would like to”. The question: “Would you like to sign me up?” doesn’t match with: “I would like to sign me up”.

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Final Thoughts

When it comes to improving conversions on your forms, there are really three key areas you need to watch out for: error messages, visual cues, and button copy.

If your users aren’t taking any action, then you want to use visual cues to direct them.

If they’re not sure if they want to submit the form they’ve just filled out, then use your copy to elicit an action.

And if they have taken the wrong action, gently nudge them in the right direction.

Best iPhone and Android Apps for Busy Developers

Mobile apps are everywhere, and for good reason.

As of last year, the total number of downloaded mobile apps was a little more than 100 billion, with that number projected to reach as high as 200 billion in 2017.

Statistics also show that up to 89% of mobile users spend their time on apps versus 11% who browse the web. That means that during any given day, the average user will spend over an hour fiddling around with apps. And web developers are no exception.

In fact, there are many helpful apps out there that can help developers do a better job finishing projects, communicating with clients, or sharpening skills.

But why would you use a mobile app if you have a laptop or desktop nearby?

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3 Reasons to Use Mobile Apps

There are a number of reasons you might want to jump off of your desktop browser and open up the app store on your smartphone:

1. You Work On the Go

Whether you spend a lot of time traveling or you simply like to work from the comfort of your own couch, getting to work from wherever you want is a big convenience that mobile apps provide.

Why spend all the time lugging around your laptop or going into the office to work on your desktop when you can pull out your phone, do some quick HTML edits, and move on with your day?

Mobile apps allow you to update web pages, make quick sketches, code HTML, and upload and share projects from anywhere.

2. You’re Testing Your Mobile Site

More than 80% of all Internet users own a smartphone and use mobile devices to browse the web, so the need for mobile testing is high. But switching back and forth between testing sites on an actual mobile device and making updates to your code can be time consuming.

Why not test your site and then use an app to make live updates? You may not need the feature all of the time, but mobile editing apps can be the perfect solution for a quick fix or to test sites on the fly.

3. You Like to Multitask

No one really likes to work when they’re not in the office, but sometimes project needs come first. The good news is that you can use mobile apps alongside traditional desktop apps to help you in the office and out.

Check your site stats while you’re away to make sure everything’s running smoothly, reference code when you’re testing without opening another browser, or simply make a quick sketch while you’re out to coffee to try when you’re back at work.

Mobile apps have the flexibility to help you multitask to achieve objectives faster than ever, and while some apps are helpful for minor tasks, more robust apps may surprise you.

Best Dev Apps for iOS and Android

With all of that being said, here are the top apps that developers should try out to improve their overall performance and productivity.

JavaScript Reference

JSreference

There are plenty of reference apps on the market, but JavaScript Reference is derived from the W3CSchool’s documentation and includes a clean, easy-to-use interface that will make it effortless to look up the code you need.

Android Find it here.

Google Analytics

GoogleAnalytics

If you’re already working with Google Analytics for your website, you’ll want to download the GA app. It gives you access to many of the details from your GA account in real time, and can keep you up to date on your SEO.

iOS Find it here.

Android Find it here.

WordPress

WordPress

Having quick access to your self-hosted WordPress site can be handy, especially if things have a tendency to go wrong at the last minute. With this app you can manage your site, view stats, moderate comments, create and edit posts and pages, and upload media.

iOS Find it here.

Android Find it here.

WebMaster’s HTML Editor

webmasterhtml

This Android HTML editor makes the perfect addition to your toolbox. It supports HTML, CSS, JavaScript, and PHP. While you can save some money with their free version, those looking for some additional features and function like full previews and code support should spring for the full version.

Android Find it here.

DroidEdit Pro

droideditpro

Another Android app, DroidEdit is a text and source code editor that lets you highlight syntax for several languages, search and replace, open files from a file manager, and more.

Android Find it here.

Espresso HTML

EspressoHTML

For the iPhone user, Espresso HTML is a simple HTML and JavaScript editor to help you test scripts and web pages on the fly. You can save your documents in the app and access them later via iTunes if needed.

iOS Find it here.

AndFTP

andftp

AndFTP is a FTP, FTPS, SCP, SFTP client that comes with both a device and FTP file browser. It allows you to download, upload, synchronize and share features, as well as open local and remote files, rename, delete, update permissions, and more.

Android Find it here.

View Source

ViewSource

View Source is an iOS app that comes with a Safari extension to help you view the source code for any web page. You can enter a URL and immediately see the code, highlight syntax, and copy and paste into any other app or program.

iOS Find it here.

ByWord

Byword1

ByWord is a writing app with Markdown for the iPhone that allows you to sync text documents, add footnotes, tables and references, and export Markdown documents to PDF or HTML.

iOS Find it here.

Harvest

harvest

While not specifically targeted to developers, Harvest is a powerful tracking app that helps you track time, log expenses, and manage and send invoices from anywhere. For developers who spend more time recording things than actually working on projects, this app is a must.

iOS Find it here.

Android Find it here.

Dropbox

Dropbox

The Dropbox mobile app is the same as the desktop app, giving you a safe space to backup, access, and share any files you need at any time. You can also send large files to anyone, even if they don’t have a Dropbox account.

iOS Find it here.

Android Find it here.

Adobe Cloud Apps

adobecloud

For designers and developers alike, Adobe has a suite of mobile apps to help productivity, including Illustrator Draw, Photoshop Sketch, Photoshop Fix, Photoshop Mix, Lightroom, Comp CC, Preview CC, and more.

iOS & Android Find them here.

Final Thoughts

Whether you’re looking to brush up on your coding skills, make a quick project sketch, or you need to make updates to your site on the go, mobile apps are the perfect solution.

Remember that most apps come with a free or cheap version so that you can try it out before you fully commit. So, don’t be afraid to use mobile and tablet apps to aid your process during any project.

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