How You Can Do More With Weebly Forms

Introduction

Weebly is a wonderful website and ecommerce service that hosts millions of businesses online. Weebly tools make it easy to build a professional, mobile-optimized site and grow your business with integrated marketing and advanced analytics.

In this blog, we will cover some basics about how to add a basic form to a Weebly site and, also, how to expand Weebly’s native form capabilities with FormKeep.

Basic Forms In Weebly

Though most users build static web pages on Weebly; the service does offer a simple form way to add a form to a web page. To add a simple Newsletter Sign-Up Form or Contact Form all you have to do is drag the corresponding icon from Build menu (i.e., Build/Basic/Contact Form or Build/Basic/Newsletter Form) as shown below:

html form, weebly
Weebly Form Actions

In this example, we have added a simple Contact Form to one of Weebly’s standard templates (highlighted in red). This form includes name, email and contact fields.

html form, weebly form, contact form
Simple Weebly Contact Form

Once the form is in place, there are a number of configurable options. Click on the form element within the Weebly designer and then click “Form Options” to reveal the Form Options panel. Here you will have options for configuring the email that will receive data from the form, Google Captcha spam protection, opt-in and some other settings as you can see below:

html form, weebly form, contact form
Weebly Form Options

Once your form set up and you’ve pushed your website into production, your form can begin receiving data. When users submit information via the form you created you will receive an email that notifies you and contains the form data. You can also log into Weebly and access the data by clicking on the form element in the page designer and selecting “View Entries”. Here’s what the data looks like when you access it via the Weebly console.

html forms, weebly forms, form data, contact form
Weebly Form Data

Weebly’s built-in form builder is very powerful and simple to use. It makes form building easy for many users. However, some users are looking for opportunities to do even more with the Weebly forms. We will explore some of these opportunities in the next two sections.

Controlling The Look And Feel Of Your Forms In Weebly

As powerful as the Weebly form builder is for most users, some users want to exert fine grain control over the look and feel of their form. For example, the default form in the example above is a bit hard to see against the background used in the selected template. How can a designer make this form pop out against the background?

html form, weebly form, form design
Form Enhancement Opportunities

Weebly does not offer fine grain control of these elements in the standard form options area. However, Weebly does offer a relatively simple way for developers and web designers to control the look and feel of their form element. Rather than using the included form builder, designers who would like more control can use the Embed Code functionality within Weebly. Rather than dragging the Contact Form or Newsletter Form icons onto your web page, simply drag the Embed Code icon as shown.

html form, weebly form, custom form
Embed Code and Custom HTML Form


With this embedded control in place, the designer or developer can now custom-craft an HTML form to fit their needs and design preferences. In this example, we used the following HTML to design an enhanced form for this template:

See the Pen Weebly HTML Form Example by FormKeep (@formkeep-samples) on CodePen.

The result, when this code is placed in the Edit Custom HTML widget within Weebly is a form with different styling than the native form tool would normally allow. In this case, the form is formatted with a background that allows the form to become more visible against the template background. See the comparison below.

html form, weebly form, styled form, form comparison
Weebly Form Comparison

Obviously, when using the Custom HTML capability within Weebly, the design possibilities are bounded only by your imagination and design sense.

One thing to keep in mind if you use the Custom HTML capability is that you will have to designate a place for your form data to POST information for storage and processing. Weebly normally handles this for you. However, FormKeep makes this easy. You can learn more about how to do this at the bottom of this article. Read more below or click here to skip directly to the appropriate section.

Enhancing Form Data Management and Integration in Weebly

As we discussed earlier, Weebly handles your form data by default in two ways: 1) an email is sent to a designated email address each time a form is completed with the data from that form and 2) the data is accessible via Weebly’s interface when an administrator selects “View Entries” in the form widget.

For many applications, this is adequate. However, if any of the following apply to you then you may be looking for some more advanced data handling capabilities:

  • Lots of Data:
    If you are receiving a lot of data in each form or many form submissions, it may not be convenient and manageable to receive all of the information in an email.
  • Data Routing:
    If you want to route the data to more than one person, it may not be convenient or secure to share the log in credentials to Weebly or route the data through a single email address.
  • Integration with Other Applications:
    If you would like to pass your data on to another system you will need a point of integration that is not available in a standard Weebly form.
  • Excess Spam:
    Google Captcha will reduce but not eliminate spam. Or, you may decide not to use Google Captcha. If you don’t want to flood your email inbox with spam submissions, you may want a data management rather than email solution for handling forms.
  • Field Validation:
    If you would like to use custom field validation logic, you can do that with a custom HTML form.
  • Many Forms On Separate Pages:
    If you have a long form or multiple forms broken across several pages, you may wish to view all the data in one place.

In each of these cases (and many others) you may benefit from using a form backend like FormKeep alongside your Weebly site. With FormKeep, instead of routing your form data to Weebly or to email, your data will be stored, secured and accessible in the cloud. From there, you will have a variety of tools to help you manage your form data and route it in a variety of different ways.

One popular way that designers and developers use FormKeep is using WebHooks or integration via Zapier to feed data to other applications like Hubspot, Constant Contact, Google Gmail, Salesforce, Slack or Mail Chimp (and thousands of others). You can search for over a thousand different integration points between FormKeep and other applications on the Zapier web site (pictured below):

html forms, formkeep integrations, zapier, zapier integrations
FormKeep Integrations – Zapier

In order to take advantage of advanced data routing capabilities available in FormKeep you will have to place your own custom form into your Weebly page and then point that form to FormKeep.

You can read more about how to create a Custom HTML form within Weebly at the top of this page (Click Here)

Enhancing Weebly Forms with FormKeep

One thing to keep in mind if you use the Custom HTML capability within Weebly is that you will have to designate a place for your form data to POST information for storage and processing. Normally, Weebly handles this for you with their standard form tools. However, fear not! This is where FormKeep makes life easy.

Let’s review an excerpt from the form code from the CodePen example above. At the beginning of the form you will notice this syntax (Click Here to View Above):

<form accept-charset="UTF-8" action="https://formkeep.com/f/exampletoken" method="POST" target="_blank" id="weeblyform">

All you need to do is update the action attribute in your form. Your form tag should look like the example above paying careful attention to exampletoken to the token provided to you within FormKeep (Trial or Paid account). You can create one of these tokens for free by signing up for a free trial account at FormKeep Free Trial.

Once you’ve created your HTML form and configured the action attribute, the data will be posted directly to your FormKeep account. From there, you have the option to configure many settings such as spam suppression, thank you pages and re-directs as well as integrate your form with thousands of other applications via Zapier.

You can experiment with this in the FormKeep demo environment in CodePen by clicking here.

If you would like help getting FormKeep setup with Weebly, feel free to reach out to our friendly team at support@formkeep.com.

 

Sample “Contact Us” Form Template You Can Customize

At FormKeep, we make it easy to use your own form HTML and use our backend to capture, store and process your data.

In this example, we have developed a simple Contact Us template that includes the following elements: First Name, Last Name, Email, Subject and Newsletter Subscription Checkbox.

Below the Submit button you can see plenty of other attributes implemented that you can copy and paste to fit your needs. In this example, you’ll see radio buttons, drop down list, email fields, phone number, check boxes, color selectors and many more.

You can edit the html on the left of the CodePen and see the resulting form on the right.

See the Pen Sample Contact Form (With Extra Controls) Styled by FormKeep (@formkeep-samples) on CodePen.

To make this form active on your website, simply copy the provided html and CSS and customize it as much as you want. Then, all you need to do is update the action attribute. Your form tag should look like this paying careful attention to update the underlined area of the highlighted URL with the token provided to you within FormKeep (Trial or Paid account):

<form accept-charset="UTF-8" action="https://formkeep.com/f/exampletoken" method="POST">

You can also update this token in the CodePen example directly and, then, when you press submit on the sample form, the data will be posted directly to your FormKeep account. From there, you have the option to configure many settings such as spam suppression, thank you pages and re-directs as well as integrate your form with thousands of other applications via Zapier.

If you have any suggestions for this form template, please send them to support@formkeep.com.

Thank you!

The FormKeep Team

Build a Website and Add a Form

Are you looking to launch a new website?

Not sure where to start?

Or looking for some creative inspiration before you dig in?

Check out this article about 15 Addicting Web Design Guides To Get You Hooked.

Sooner or later, after you dig in, you’ll likely reach a point that you want to collect data on your static website. Maybe it’s a lead collection form or a registration form or even an order form. When you reach this point, you’ll learn that creating a form is relatively easy. You can learn most of what you need to know from w3schools.

However, things get a little more difficult when you start working on how to collect data from the form. Do you want the form submission to trigger an email, store data in the could or push data to another system? There are all kinds things you might want to do with a completed webform.

Luckily, FormKeep makes it easy to connect the webforms you create with a hosted database in the cloud to store your data (a form backend) and, even, connect that data to thousands of applications via Zapier.

All you need to do is update the action attribute. Your form tag should look like this:

<form accept-charset="UTF-8" action="https://formkeep.com/f/your-token-here" method="POST">

Dive right in on your projects and if you have any questions about how to store data from your webforms, contact us at https://www.formkeep.com

Your Form Design, Our Backend

One of the reasons that FormKeep is so popular with web developers and designers is that it’s easy to style your form exactly the way you want. Unlike alternatives that require you to use their form templates and layouts, FormKeep makes it easy to layout and style your form exactly the way you want without worrying about building a backend to receive your form data.

Material Design Screenshot
Learn About Clean Form Layout

Modern web design and form layout principles are always changing and, of course, design preferences vary depending on the developer, designer or target user. Material Design’s website https://material.io offers a great overview of how to style an impactful HTML form. Check out their HTML design overview by clicking here.

To learn more about how to capture your form data on the backend in a database or connect it with another application or receive your form data in email, check out formkeep.com. Once you set up a FormKeep free trial account, it’s easy to connect your form with FormKeep.

All you need to do is update the action attribute. Your form tag should look like this:

<form accept-charset="UTF-8" action="https://formkeep.com/f/your-token-here" method="POST">

FormKeep Named to List of Top 20

 

Today, FormKeep was named as one of the top 20 form builder tools by Hubspot.

At FormKeep, we believe web designers, marketing teams and customer specialists have better things to do than write another boring form backend. With FormKeep it’s easy to design a simple form and post data to the FormKeep backend.

To learn more about how to save time and effort by using FormKeep, visit formkeep.com. To learn more about HubSpot’s Top 20 Best Form Builder Tools for 2018, visit https://blog.hubspot.com/marketing/form-builder-tools

Announcing Shubox.io and File Upload Support

 

We’re excited to share our new partnership with Shubox.io!

Many of our customers ask us how to upload images or pdfs from their html forms. They’re looking to capture resumes or pictures of problems with their products. Uploading samples of their portfolio or even small videos for contests.

Managing file uploads across different browsers and user bandwidths limits while adhering to your site’s brand and styling is a challenging task and sometimes causes these projects to be put off until there’s more ‘free time’ from the developer team.

Fortunately there’s a great solution out there that you can have up and running in fifteen minutes!

We’ve looked closely at the many options available and we’ve partnered with Shubox.io. They’ve got a great experience right out of the box, but allows for full control over the behavior if you need it. They upload the files directly to your own Amazon S3 storage so you have direct control over the files.

Shubox.io does a lot more than just provide an amazing user experience for your customers to upload files, it also allows you to transform the images. Resizing, rotating and cleaning up the meta-data are all possible through the service. Great stuff if you need extra processing or need to connect these files to additional workflows in your business.

Check out this recent blog post with all the setup and information about how to get things setup and working with FormKeep.

If you sign up through FormKeep you’ll get a special deal as well, so make sure you sign up through the Shubox.io page under Data Integrations inside FormKeep.

Keep on uploading!

ps – Image and PDF files will now also display directly in the submission pages of FormKeep, in addition to showing a link to the original file.

FormKeep and Zapier Connect Web Forms with over 1000 applications

FormKeep Connects to 1000s of Popular Applications Like Salesforce, Google Docs, MailChimp, Intercom and Slack

FormKeep and Zapier Connect Web to the World.

We know that getting your work done requires many different web tools. In fact, the average mid-sized business uses between 10 and 16 apps and, for enterprises, there can be hundreds or thousands of apps running various workflows. You have your email app, CRM, note-taking tool, emarketing platform, cloud storage tool, team communication app, along with project management tools and more. Sometimes, it can be a struggle to get them all working in tandem. Now that FormKeep has 1,000 integrations, you can choose your favorite tools and easily integrate them with FormKeep.

Thanks to our Zapier integration, FormKeep connects to 1,000 other web tools and applications. Now you can connect data submitted via forms on the web to all kinds of applications and workflows that reside in places like Slack, Google Docs and Salesforce. You can use Zapier to connect with your FormKeep data via codeless integrations called “Zaps”. Zaps will automatically send information from one tool to another, so you’ll spend less time manually transferring data between your business tools and can dedicate more focus to creative, big picture tasks.

Boost Your Productivity with Popular FormKeep Integrations

No matter what other apps you use, chances are you are looking for ways to use web forms to take data from customers and employees via the web and connect that data with the applications you use to run your business. Here are some of the most popular integrations that FormKeep users already use to be more productive.

The New Year is the perfect time to evaluate your processes and find ways to boost productivity. Try out some of the Zaps above or view more ways to integrate FormKeep.

 

42 Tools All Speedy Front-End Developers Use

Every developer has a preferred way to code.

Some use only the basics – a text editor and a browser. Others like to incorporate apps, platforms, and tools to make sure everything gets done.

If you fall in the latter category, you’re probably always on the lookout for the next best tool to aid your projects. After all, who doesn’t love something that can reduce your time and increase your productivity?

That’s why we’ve put together a list of the best development tools for those who want to get things done quickly and efficiently.

Take a look.

Source Control

github

GitHub – GitHub is probably the most well known platform, but not everyone uses it. But if you’re looking to build a site efficiently (especially a static site) then GitHub is perfect. It includes a source-code browser, in-line editing, wikis, ticketing, and more. The best part is that it’s completely open source (that means free!).

bitbucket

Bitbucket – Bitbucket is another free source code host. It’s a distributed version control system that makes it easy for you to collaborate with your team. Approve code review with pull requests, use flexible deployments models, and take advantage of their private and public repositories.

sourcetree

SourceTree – Whether you’re a newbie developer or you just love using Mac, SourceTree is a free Mac client for Git and Mercurial version control systems. Manage all your repositories, hosted or local, through SourceTree’s simple interface.

Other Options

Versions – Another subversion Mac client

Tower – Another Git client for Mac.

Development Platforms

heroku

Heroku – Heroku is a popular platform as a service (PaaS) that enables developers to build, run, and operate applications entirely in the cloud. Build, manage, scale, and deploy great apps quickly, without needing to worry about updating or patching.

kinvey

Kinvey – If you’re more interested in mobile app development, Kinvey is a back end as a service (BaaS) provider that makes it easy for developers to set up, use and operate a cloud backend for their mobile apps.

firebase

Firebase – Another BaaS, Firebase is a scalable real-time backend for your website. It’s made up of complementary features that you can mix-and-match to fit your needs.

cloud9

Cloud9 – An online IDE that combines a powerful online code editor with a full Ubuntu workspace in the cloud. Simply pick your configuration and develop your app. No need to spend valuable development time on system setup and maintenance.

appharbor

AppHarbor – Used by thousands of developers for everything from simple blogs to high traffic web applications, AppHarbor is a fully hosted .NET Platform as a Service. This PaaS can deploy and scale any standard .NET application to the cloud.

Other Options

Parse – Another mobile app platform

Koding – Browser-based IDE

Backrest – Easy creation of SaaS data backends

Codeanywhere – Online code editor

NeptuneIDE – Full-featured, cloud-based IDE for PHP

Cloud IDE – Code and deploy in the cloud

ToolsCloud – Development environment in the cloud

Bug Tracking, Feedback, and Monitoring

crashlytics

Crashlytics – This powerful and lightweight crash reporting system for iOS and Android is perfect for mobile app developers who need to work out the kinks in their system before, during, and after launch. Every crash report is analyzed and every bug tracked so that you don’t have to do it.

usersnap

Usersnap – If you’re more of a visual person and you prefer snapshots to track bugs or share potential issues with your team (or clients), then Usersnap is a great option. Organize your web projects and create screenshots of any potential problems.

rollbar

Rollbar – Rollbar collects errors that happen in your application, notifies you, and analyzes them so you can debug and fix them in real time. Works with Ruby, Python, PHP, Node.js, JavaScript, and more. It’s “Full-stack error monitoring for all apps in any language.”

Other Options

New Relic – Web application performance management (APM)

Exceptional – Tracks errors in web apps and reports them in real time

BugSense – Mobile app insights and crash reporting

Bugzilla – Server software to help you manage software development

Bugify – Simple PHP issue tracking for small teams

BugHerd – Tracks bugs and allows you to capture and share feedback

Snowy Evening – Bug and issue tracking with Github integration

APIs

twilio

Twilio – Twilio is a cloud communications platform for building SMS, Voice, and Messaging applications on an API. Embed messaging, voice, and video in your apps with their API, and the best part is that you can get started in as little as five minutes. So, if you’re in a rush, you have help.

cloudeo

Cloudeo – If you’re into geo data, then this is the perfect solution for you. Cloudeo is another SaaS that allows you to rent, evaluate, and stream geo data in all of your applications. It’s a unique option for developers needing to include more complicated APIs like this.

embedly

Embedly – On the simpler side of things, Embedly delivers ultra-fast and easy to use products and tools for richer sites and apps. Convert standard URLs into embedded videos, images, and more to engage your audience through rich media.

mailgun

Mailgun – Mailgun is a surprisingly powerful API that lets you send, receive, and track email effortlessly. Easy SMTP integration and a simple, RESTful API removes the messy details of sending transactional or bulk email. Everything is built API first with a focus on simplicity and compliance to standards.

Other Options

Factual – Structured data APIs

PubNub – Cloud-hosted messaging service for real-time apps

Semantics3 – APIs for product data

Final Thoughts

Finding the right app, platform, or tool to help you get through projects isn’t easy. A lot of it depends on preference, working style, and sometimes the power of the tool itself to get the job done.

But one thing’s for sure: If you need help moving a project along, there’s probably a tool for that.

This is great for developers who want to get things done as fast and easy as possible. Or at the very least, it can inspire you to create a SaaS, BaaS, or PaaS of your own to help other struggling developers get the job done.

What Your Tech Stack Should Look Like If You’re Building Static Sites

We’ve previously mentioned the many benefits of building static sites over using a traditional CMS like WordPress. But if you’re new to building static sites, it may feel intimidating to create something “from scratch” using a static site generator.

One of the biggest differences in building a static site is the technology involved, which scares many first-timers.

WordPress and other CMS’s may seem like a better choice because they claim to do much of the work for you, but many developers find the flexibility rather limited after a certain point.

And the good news is that building a static site doesn’t mean you’re left without help. In fact, there’s plenty of technology out there that can assist you in equal (or sometimes better) ways.

Here’s what you need to know about having a good tech stack when building static sites.

Languages

This is going back to the basics, but the first thing you need to consider before you determine your tech stack is what languages you will be using.

Preprocessor languages are programming languages compiled into three types: HTML, JavaScript, and CSS. Examples include CoffeeScript, LESS, HAML, and Dart.

Each offers different syntaxes, features, as well as other benefits, and each static site generator (SSG) will allow for different preprocessor languages. It’s important to determine what language you’re most familiar with before you decide on a SSG.

While you don’t necessarily need to know anything beyond HTML to build a static site, you may want to consider brushing up on a preprocessor language to gain some advantages. The team over at Raygun have a great blog article about 10 reasons for using CSS preprocessors.

Site Generators

Unlike CMS, building a static sites requires generating HTML files that are served “as is” with no other database involved. For many developers, that means using editors like Dreamweaver or Notepad to code everything and then hosting those files to create the finished project.

Thankfully, technology has evolved enough to give us SSGs, tools that allow the creation of static sites in any number of languages.

Some popular SSGs include Jekyll, MetalSmith, Grunt, and Pelican. These SSGs can be used either with markup files as a source or even using a hosted content API such as Contentful, Medium, or yes, even WordPress.

jekyll-1024x516

SSGs help developers perform important tasks such as combining multiple files into one, compiling preprocessor languages, or even packaging code into a mobile application without having to do everything “from scratch.”

So which do you choose?

Well, some SSGs are built for a specific purpose, while others can be used for almost any site. It’s essential to find something that fits your workflow, is actively maintained, and has an active user community for when you have questions. If you need help deciding, we’ve ranked a few of the top options here.

Templates

Of course, if you did want to take a more “from scratch” approach without needing to spend countless hours coding your site, you could always use a static HTML template.

HTML templates come with pre-made features that allow you to fill in the blanks, so if you’re used to plugging components into templates with a CMS but you still want the benefits of static sites, you can find a template to meet your needs.

You can find a variety of pre-made HTML templates on sites like Template.net, Template Monster, and ThemeForest.

Package Managers

Another important aspect of building a static site is packaging your files together. But keeping track of all those packages and making sure they stay updated can be difficult, which is why many developers choose CMS over SSG.

However, there are package managers designed to help you manage things like your libraries, languages, fonts, and even images. A couple of popular package managers include Bower, which allows you to install open source or shared library code, declare dependencies for your projects, and more.

bowerio

APIs

One of the noted downsides to using static sites is the lack of APIs, meaning that there’s little interactivity, which, of course, is the point of doing something “static.” But if you still wanted the functionality of a dynamic site while building a static site, there are a few workarounds you could consider.

Raymond Camden has a tutorial for adding the “read” aspect of an API to your static site using any SSG.

Brandon Brown has another post on how to develop JSON APIs using Surge.

Static Web Hosts

Finally, and perhaps most importantly next to choosing a SSG, you will need a place to host your project once you’re ready to launch.

amazon-web-services-logo-cc90d03c8e148873b8b6cc1a7fdbdf1a

There are many options for static web hosting including traditional shared hosts, online storage with hosting, and a few services even have dedicated static web hosting.

So how do you choose a good host? Here are a few things to look for:

  • What is the cost you’re willing to pay for hosting?
  • Does the host support HTTPs? Do you need HTTPs support?
  • What is the upload method to host files? (GitHub, manual upload, etc.)
  • Does the host offer a Content Delivery Network (CDN)?
  • Do they support form handling?
  • Do they support build automation?
  • How easy is the deploy process?
  • Are there other developer-friendly features like rollback?

A few of the top hosting services for static sites include GitHub Pages and Amazon S3. You want to find a service that will give you the flexibility and support you need for every project. And, while many hosting services are cheap or free, be careful that you’re not undercutting your value.

Final Thoughts

At the end of the day, choosing a tech stack comes down to finding technology that works well for you and your team and will help you stay productive.

If in doubt, you can always ask around (or check on the links we’ve offered). But, remember that what works well for one developer or site may not work well for yours, so it may require some testing to get things just right.

Remember, one of the benefits of building static is that you also have more flexibility to build your ideal stack, one that fits your needs and helps you do the work faster and keeps things maintained and updated with as little stress as possible.

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.

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 Smashing Magazine, 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.

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.