12 Pre-Fill Tools You Can Use to Improve Form Conversions

If you’ve been on the Internet for any length of time, you’ve probably filled out a form.

It’s inevitable. Forms are everywhere – from online shopping, subscribing to blogs, and even logging in to your favorite sites. And if you’ve spent any amount of time filling out a form, you know that they are seriously tedious.

But that’s where you – the developer and/or designer extraordinaire – come in. Your job is not only to make those forms functional, but also to get users to actually want to fill them out.

One of the best ways to do that is by making forms as fast to finish as possible. Enter scene: pre-fill.

Also called autofill, this tool allows user information to be automatically populated on your form, so that users don’t have to waste time filling in standard details like name, email, or home address.

Pre-fill can also store more sensitive data like credit card information for quick checkout using e-commerce forms. While this can pose some inherent security risks, some users still prefer to have information at the ready for forms and other data-heavy processes.

Whether pre-fill is used simply for remembering names and emails or more complex personal data, it’s still a great way to help users have a little fun amidst the tedium.

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Pre-Fill and Conversions

Of course, more importantly than fun, pre-fill tools are also good for conversion rates.

Studies show that up to 86% of users will leave a page instantly when they’re required to fill out a form. Part of the reason for such a high number of abandonment is energy preservation; simply put, users don’t want to spent copious amounts of time filling out forms.

One study actually tested the effects of pre-fill on social media forms and found that conversions increased by 200% when businesses allowed forms to be autocompleted.

Basically, the less you ask users to do, the more inclined they’ll be to fill out your form.

Pros and Cons of Pre-Fill

However, as we mentioned earlier, all of that hassle-free, conversion-boosting fun doesn’t come without its own set of risks. Here are a few pros and cons of using pre-fill features in your forms.

Pro: Browsers can be programmed to store information for quickest time filling out forms, which can improve conversion rates.

Con: Some browsers can be buggy, and often put the wrong data in the wrong fields. When that happens, users have to perform an extra step to delete the wrong data in order to put in the correct data. If you thought an 86% abandonment rate was bad before, then you’ll definitely want to run multi-browser testing before implementing pre-fill.

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Pro: Pre-fill can save passwords for quick login, saving time having to fill in form data every time a frequent user returns to your site.

Con: Pre-fill saves passwords, making them less protected (unless users have tools like LastPass).

Pro: Address validation can be a big plus for forms with pre-fill enabled, like e-commerce sites (think Amazon). This is especially helpful for users who might not remember their postcodes, because the validation tools fill those fields in automatically. Other features like geolocation can be helpful both for e-commerce and other sites that require a location.

Con: Address validation might be buggy and input the wrong information (see above).

Pro: Search engines often use pre-fill to allow users to select the most popular searches, and shoppers who use internal search are six times more likely to convert.

Con: The quality of search results affects a searcher’s ability to find what they want, so unless the pre-fill does a great job of finding results, it most likely will have minimal effect on search.

There are many different ways to apply pre-fill to forms to achieve the desired effect, but the biggest concerns to watch out for include safety concerns for saved passwords and buggy browsers that input the wrong data. So if you’re going to use pre-fill, make sure you’ve tested on multiple browsers and that you have a protection system in place for keeping passwords secure.

Another important thing to keep in mind when it comes to pre-fill tools is that they aren’t naturally accessible for many users, especially those using mobile or older browsers that don’t have extensions to help autocomplete their forms.

Pre-Fill Tools

But let’s get into the nitty-gritty of why you’re actually here. If and when you do decide that there are more pros for your users than cons, here are a few ways you can incorporate pre-fill tools into your forms.

HTML Form Autocomplete

This pre-fill attribute can be incorporated into your form’s code to trigger a browser’s natural autocomplete function. Just make sure to do some extensive cross-browser testing to ensure your forms work across multiple platforms.

Form Filler

This is an extension for Chrome that lets you fill in forms with dummy data. While not useful to your users, it will help developers test form functions and pre-fill features without having to go live first.

Form Auto-Completion Tool

GitHub has another tool for inputting dummy data quickly for testing purposes. According to the website, you can run this simple JS code by using Scratchpad or in a console.

Google Developer’s Autofill

This site will help developers implement Google’s Autofill add on for Chrome. It has a set of autocomplete attributes to help control how the browser will populate data for your users.

Other Chrome Pre-Fill Add-Ons

Besides Google’s Autofill extension, there are several other browser add-ons you can use that are designed specifically for Chrome:

Final Thoughts

Pre-fill tools can be a great feature to add to forms in order to help users actually fill them out. Some of the places they can be particularly helpful include e-commerce forms or those that require a user to constantly login, like social media or membership sites.

One of the primary concerns surrounding pre-fill is the need for security, so you’ll want to make sure any browser extensions are encrypted and that passwords are stored securely using appropriate password management software.

You’ll also want to test any pre-fill forms in multiple browsers to prevent bugs, but you can use tools like Form Filler to populate dummy information for easy testing.

But don’t forget that pre-fill has the potential to significantly increase conversions and help users follow through on registering for accounts, events, and more.

The Quickest Ways to Modify and Optimize Your WordPress Themes

Do you remember the good old days when creating a website meant spending countless hours coding everything from scratch? Of course not, because you’re a WordPress developer, which means you have access to themes.

The great thing about themes is that they come pre-packaged with thousands of lines of code someone else spent time developing, which is truly life saving when it comes to time management. The downside to themes, however, is that someone else created them, so if the theme doesn’t match up with all of your needs, you’re going to have to put in a little extra work.

But the great thing about WP is that you don’t have to sacrifice your precious time to customize and optimize those themes. In fact, depending on your needs, there are several quick ways to make sure your theme has everything you need.

Pre-Optimization Cleanup

Before you really get into the nitty-gritty of optimizing your WP site, you can save quite a bit of time by going through your out-of-the-box theme and cleaning it up. (Actually, you can do this at any time of the process, but it’s arguably more helpful before you start working on a new theme).

Clean Up Messy Code

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Developers and programmers have a reputation of using messy code. But, to be fair, they often have a lot to do in a short period of time, and going back through hundreds of lines of code isn’t always on the agenda. It’s a “code first, ask questions later” sort of approach, which saves time but isn’t always the most productive in the long run.

Messy code in your theme can make it harder once it’s time to modify major sections of the site. Messy code can be anything from mixed coding styles, spaghetti code that can only be understood by the original creator, or unextendable code that just doesn’t play well with others.

Some things to look for when it comes to cleaning up code – even in a fairly clean, freshly downloaded theme – include hiding unnecessary or unused shortcodes (the good news is there’s a plugin for that), unwanted media (another plugin), and underused tags (did we mention there’s a plugin?). You can find more easy ways to cleanup areas of your theme at wpmudev, too.

You should also continue cleaning up your code as you go along, especially if you’re one to leave yourself comments or pieces of code that you plan to come back to later (but eventually forget about). At some point you should revisit your style.css file in your Theme folder and do some stylesheet housekeeping.

Ongoing Optimizations

Of course, once you start getting into heavier modifications to the site, you will inevitably wind up with more stuff than you really need on your site’s backend. All of the clutter can really bog down your overall speed, so the best way to optimize your theme is to get rid of all the extra stuff that came with it (or that you added).

Hide and Remove

A few immediate things you’ll want to remove include unused plugins. While you’re bound to keep a few around for functionality (and to clean up your code, don’t forget), there are just some plugins that you will have test driven with unsuccessful results. Ditch them as soon as possible.

Like we mentioned above, you’ll also want to remove any code (shortcodes, tags, etc.) that doesn’t add value to your site. You can use plugins to take care of them quickly. But you should also consider removing things like certain elements from your headers and even old themes that you’re keeping around “just because.”

In terms of usability, you can also hide parts of the dashboard or the visual text editor to give yourself a more seamless coding experience. Basically, if you don’t really need it, find a way to get rid of it. For things that build up over time like new code or plugins, like your mom used to say – if you’re done using it, put it away.

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Source: WP-Optimize

Optimize Images

Images are a major part of your site, and not to beat a dead horse, but they’re important to your usability. But WP doesn’t always optimize images as well as it should.

For example, WP often adds layers of compression to their images. So, if you’re using the internal image editor to crop or edit a picture, the resulting image will be saved multiple times. Those images will also include their own attachment pages that quickly eat up space on the server if your site is image heavy.

One way to optimize is to pre-compress and crop images (using free tools) before you upload them. You’ll be saving yourself time later on when you’re trying to figure out why your site isn’t running as quickly as it should.

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Source: TinyPNG

Matteo Spinelli’s Cubiq.org blog also has some suggestions for practically handling images and removing attachment pages, among other things. And don’t forget that there are plugins that can help with a variety of optimization needs to save time.

Backup and Upgrade

Of course, one of the most absolutely essential components to optimization is backing up all of your data as you go, and then cleaning it up periodically as extra data piles up.

Again, there are plugins that can help you backup your database with little to no effort on your end.

Your database will also accumulate unnecessary data over time from things like revisions, spam comments, or even data from plugins that you’ve removed. All of this data can really bog down your site, so after you’ve made a backup, consider using plugins like WP-Sweep or WP-Optimize to remove the excess.

And you should always make sure that your site is running the latest versions of your theme as well as your plugins. You can easily update each from your dashboard, so that’s a no brainer.

Ongoing Modifications

Finally, at some point you will probably need to make some larger tweaks to your site. If you’re working with a child theme in particular, you’ll probably end up creating additional styles and hooks. While all of that will still take time and energy, there are ways you can optimize to keep your expenditure at a minimal level.

Customization

There are generally two types of developers: one that likes to code everything by hand and one that likes to use editors and plugins to help. If you’re of the latter persuasion, you can always use WP’s built-in customizer API to give you a visual representation of the changes you’re making.

Before you go saying, “Well, duh!” you should know that there’s also a tool available that will help you take advantage of the customizer’s advanced features. Last year Redux and Kirki combined forces to create a framework that works fully in the customizer, giving you much more bang for your buck.

And if you still want to hand code, you can always use plugins like Simple Customize or Simple CSS to aide in your endeavor.

Switching Themes

Of course, there may come a time when your site is ready to move to an entirely new theme, which is a hefty task, but it doesn’t have to take as much time as you think.

Using plugins like All-in-One Migration or Duplicate, you can fully export/import your database, media files, plugins, and theme options. If you don’t mind paid options, you can also go with something like WordPress Theme Switcher.

But whatever method you choose, just make sure to follow all of the above tips by backing up your site, making sure there’s nothing miscellaneous in your code, keeping your images optimized, and using the right plugins to assist the job (and getting rid of the ones that don’t).

Why Integrating Zapier with WordPress Will Save You Hours of Work

If you’re a busy WordPress developer, the last thing in the world you need is to waste time fiddling around with unnecessary applications, moving content around, or really doing anything besides, you know, developing.

Whether you’re freelancing your services or working for an agency, time is your most valuable asset. So how do you maximize your time while minimizing your effort?

One word: automation.

Automation

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Creating a workflow is essential to managing your tasks, and automating that workflow is essential to making sure you have enough time to do the things you need to do without pulling out your own hair. That’s why many developers choose to use Zapier, a popular web automation app.

Zapier allows you to integrate different apps together to complete certain tasks – or, as Zapier calls them, “zaps”.

These zaps create automated processes that allow you to set certain rules and then leave them be. Whether it’s creating workflow notifications or having your content posted to the correct sites in a timely manner, there’s very little that can’t be managed by zaps.

Which Tasks Should You Automate?

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Now, there are some tasks that really can’t (or shouldn’t) be automated and need your keen eye in order to complete, but for everything else, there’s a zap for that. So what falls in the category of “everything else?” Well, basically anything that needs to be done that you don’t want to waste time doing manually.

Social Media

Whether you’re marketing your own services or managing an account on behalf of a client or agency, social media requires a lot of attention, especially on sites like Twitter that need constant updates. If you’re not the type of person who enjoys spending time tweeting and retweeting, crafting media-friendly messages, or logging in and out of sites like Facebook on a daily basis, Zapier is your friend.

If your site involves written content of any kind – blog posts, Facebook posts, status updates, RSS feeds – consider pairing your site with apps like Buffer that automatically handle publishing and posting them to all the necessary channels. Alternatively, you can release posts on individual channels and have them automated, which works well if you only have one or two social accounts to manage.

Spreadsheets

Spreadsheets are another major hassle for anyone trying to sort through a massive amount of information. If part of your job revolves around building things that collect data, like forms or subscriptions, then you already know that data has to go somewhere, and it’s probably not somewhere you want to think about again.

By integrating your WP site with apps like Google Sheets, you can save time dealing with all of that excess information. Sync your WP forms with Google Sheets to capture user data, and then pair Google Sheets with another app, like MailChimp, to organize that data for delivery.

Data Capture

You’ve probably spent some time working on tasks that are designed to capture data and generate leads, whether it’s forms, emails, or web pages. While creating those things often requires the wisdom of your experience, like building a lead gen form, for example, there are many tasks that can just as easily be automated.

You can connect your WP site to things like SurveyMonkey to collect user data for A/B testing, link your forms with posts or pages to upsell a service or product, or trigger a Slack notification for updates you’ve already made on the site (or posts that have already been published) to let team members know you’re ready to move on.

Project Management

When it comes time to actually buckle down on a project, having a good workflow in place is essential to productivity. But if you’re sketching out your workflow in a notebook or sending emails back and forth to track your timelines, you’re wasting time. Zaps can connect different tools to help you manage projects faster with minimal effort.

Try combining apps like Slack and Trello together with your WP site to create a seamless workflow that allows your clients to stay connected to the process without sending them countless emails. This is particularly effective if you’re also in charge of loading up content for delivery on a regular basis. You can also manage your projects using something like Basecamp and integrate it with DropBox so clients can share files right to your project folders without having to chase anything down.

Time Tracking

If you’re the sort of developer who needs to keep track of how much time you’re spending working on a site, you can (and should) be using apps like Toggl to track your time. But did you know you can also pair Toggl with WP?

Pairing a time tracking app or a project management service like Basecamp will help to keep all of your information in one place so you know exactly what you’re doing and when you’re supposed to be doing it.

Notifications

Notifications are a big part of being a developer, whether it’s letting your team know about the status of a project, letting a client know when something is ready for review, or informing your audience that a post has been published.

Integrating apps like Slack can help your team stay organized while you’re all working on the same site. You can also use apps like OneSignal to create push notifications, which are especially handy for deadline driven jobs.

Events

Oftentimes companies will create both internal and external events that they want to market to their audience (or their team). These can be anything from a webinar, class, or even a fundraiser.

By using apps like Office 365 or Eventbrite, you can instantly create posts about upcoming events that can trigger notifications for team members to do certain tasks, or you can create Google Calendar events for clients to know when something is taking place.

Final Thoughts

These are just a few ways you can integrate WordPress with other Zapier apps to save time. No matter your work style, saving time and energy will always benefit you in the long run by automating your workflow to simplify tasks and projects.

Consider automating tasks that are data heavy, like forms or spreadsheets, email campaigns, and social media posts. This way you can dedicate most of your time to actually doing the work you want to do.

You should also consider using Zapier to track hours and manage projects so you don’t have to watch the clock. The hours you save can be put to better use building your business and reputation.

And the faster and more efficiently you get things done, the better that reputation will be.

How to Build Efficient E-Commerce Checkout Forms

Forms come in many shapes and sizes, from the basic lead generation form that asks for a name and an email all the way to those pesky multi-step forms that will essentially require your entire life’s history to complete.

But somewhere in the middle is the e-commerce checkout form, which is a unique animal unto itself. But what makes it so special?

Checkout Forms vs. Standard Forms

Well, for starters, checkout forms carry a bit more weight than standard forms, mainly because they need to process payments and fees. A standard form, on the other hand, is typically there to gather information, usually in the form of a name and email and not much else.

This means that checkout forms come with their own set of challenges. Some of those challenges include:

Calculating Payments

Your checkout form will undoubtedly pull a price from somewhere, and usually it’s a shopping cart. Even if your form is a simple one for processing a single payment (like downloading an e-book or a single product), there’s still payment involved, which means that your form has some calculating to do above and beyond a traditional form.

Even after calculating the price of the shopping cart items, your form will also need to calculate shipping costs (which can fluctuate based on a variety of factors) as well as any applicable taxes associated with the products. And you’ll need to make sure that you’re processing all payments through a secure gateway, which is another thing that you never have to worry about with standard forms.

Shopping Cart Abandonment

One other big factor when it comes to checkout forms is follow-through. Because most people who subscribe using standard forms are only asked for basic information, the follow-through rate is usually pretty high. But this isn’t always the case for e-commerce checkout forms. In fact, the average shopping cart abandonment rate – or the rate at which people don’t finish their purchase – is at a staggering 68%. That means 1 in 4 people will not finish using your checkout form.

The reason why people aren’t finishing their purchases is surprising: it’s about transparency. Customers often complain that they have little to no information about the purchase during the checkout process, including shipping fees and estimated delivery dates. Also on the list? Usability.

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Basically, if a form isn’t upfront about the costs associated with the purchase, or the form itself is confusing and hard to use, people won’t bother filling it out. It’s those extra things that make a checkout form that much more harrowing for a designer or storeowner than a standard form could ever be.

So what’s the best way to overcome these challenges and create an efficient checkout form that customers will actually follow through on using?

Checkout Form Best Practices

To make sure that your users actually fill out your checkout forms, you’ll need to follow some best practices when designing them. Here’s a general rundown of things to include to make sure your forms are as efficient as possible.

Be Transparent

Like we said before, the number one reason people won’t use your form is a lack of transparency when it comes to prices. People want to see what’s in their cart, what their total cost will be (including shipping and handling), and when they can expect their product to arrive. Even if they’re ordering a digital download, you should still be upfront about when they can expect their download to be available.

Take a page from SodaStream’s book and include as much information as possible on your form’s landing page, even if you have to use multiple steps to do it (be sure to show the summary at the final step).

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Don’t Force Registration

One surprising reason why people may skip filling out your checkout form altogether is being forced to register for an account in order to purchase something. When it comes to usability, forced registration is actually a top complaint.

While accounts are a benefit to anyone ordering – they make tracking packages and reordering easier, for one – they can turn people off if they’re mandatory. The best way to handle accounts it is to give your customers the option to setup an account (or save the information they’ve already inputted) after the checkout process is complete.

Make Your Form Fields Clear

While it may seem like common sense that people would know what to input into any given field, you would be surprised how often the wrong information ends up in the wrong place. To improve usability, try to make your form fields as clear as possible by including microcopy – little pieces of text that give instruction – above or below your form fields to eliminate any doubt.

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Include Fewer Fields Where Possible

The age-old adage “less is more” holds true here. Because checkout forms already ask for so much sensitive information, it’s important that you only ask for the things you absolutely need. Of course, this information will be more than a standard form because you’ll need things like shipping and billing address, but make sure that you’re only asking for information that helps verify a purchase so that users can get through it quickly.

Use Visual Cues

Because checkout forms are typically longer than lead generating forms, they will probably come in multiple steps, which can be confusing for many users, especially if your customer base skews toward the older generation. The more visual cues you can give – big, bold, colorful buttons, arrows, bullet points, or even small images – will go a long way to helping customers get through the process with minimal effort.

Use Progress Indicators for Long Forms

Speaking of multiple steps, the best thing you can possibly do for your long checkout forms is to include a progress indicator showing exactly which step the user is at in any given moment. If you’re able, you should also include a “save” feature so that customers can come back at any point in the process. Not only is this great for usability, but being able to come back to a purchase without having to do extra work is a great incentive for fulfilling purchases (and counteracting that pesky abandoned cart).

Include Trust Symbols

Finally, one of the most important things you absolutely must include in your checkout form is a symbol (or symbols) of trust. Trust symbols show that the user’s information is safe from hackers and that they can rest easy knowing that you’re not spreading their credit card information to spammers. If you skip anything else on this list, don’t let it be this!

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Final Thoughts

Checkout forms may be a bit more complicated than standard lead generation forms, but that doesn’t mean they can’t be just as user friendly.

When designing or including these forms on your site, make sure to focus on elements like transparency and usability to eliminate the chance of abandoned carts.

Be sure to include only what’s necessary, and use visual elements like progress indicators, arrows, or images to guide your users through long forms.

And whatever you do, include trust symbols that show the user that their financial safety is your first priority.

9 Client Communication Tools for Designers and Developers

Working as a designer or developer is great when it’s something you’re passionate about, but that doesn’t mean it’s an easy job.

One of the biggest challenges is dealing with clients, especially if you’re working as a freelancer. But even if you’re part of an agency or larger organization, you still have to communicate with clients often.

If you have a relatively painless client, that might mean once a week, but if you have a more challenging client, that could easily be once a day (or more, if they’re micromanagers).

It’s easy for designers/developers to become overwhelmed by the level of communication going back and forth. How do you manage to keep your clients in the loop while retaining the majority of your sanity?

Well, we’re looking at a few helpful tips – and more importantly, tools – that are readily available to help out with all of your communication needs. Let’s dive in…

Get Out of Your Inbox

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One of the primary ways most creative types communicate with clients is email, which is an okay system if you hate being stuck in phone meetings. But the trouble with email is that sometimes wires get crossed: emails get stuck in spam folders or outboxes; people forget to hit “reply all” … The list of problems with email is unfortunately long, and it’s easy to miss something important in the chaos.

This is why one of the best things you can do is stop relying on your email inbox and use more collaborative software to help get your message across. This not only applies to simple things like asking a question or suggesting an idea, but using tools to share project proposals and previews of your work.

Here are a few great tools that can help you move outside of your email inbox:

ConceptShare

ConceptShare is a communication tool especially designed for creative types. It helps you streamline the review and approval process for any project, and it allows for online proofing with workflow automation, which means you can work with clients from one place without having to send a hundred emails back and forth.

InVision

InVision is web-based (and mobile) app that lets designers/developers turn their work into active prototypes with animations. Clients can provide feedback and comments directly on the site and track progress in real-time by looking at your to-do list.

Slack

Slack is a popular communication tool, and for good reason. It takes the best of email and live-chat features and combines them into one app that you can use on your desktop or mobile device. Aside from private messages you can also create collaborative boards around different projects or topics, which is helpful if you’re working with a larger team of people or on multiple projects with a single client at once.

Turn “Clients” into “Teammates”

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One of the most frustrating things about working with clients is dealing with someone who doesn’t understand exactly what it is you do. You might spend countless hours trying to explain to them why you can’t do what they want, or why it’s taking you so long to implement a certain solution.

While it’s easy to freak out about how much you need to communicate with your clients (time that could be better spent, you know, working on their projects), you can actually avoid much of that struggle by switching your mindset from communicating with a “client” to communicating with a “teammate.”

Clients are annoying bosses, but teammates are there to help and support you while you help and support them. If you’re feeling bogged down by a client’s level of interest in your methods, instead of pushing them away (or dropping them altogether), consider bringing them in as part of your “team” – even if it’s just for vanity’s sake.

Here are a few tools that can help you collaborate with clients:

Basecamp

Basecamp is a very popular web-based project management tool that helps multiple groups rally around a single project. Because the project is the focus, you can create a system where both you and the client are on the same page about various stages of the project.

Trello

Trello is another popular project management application system designed to break down projects into manageable “cards” that you can assign to different people. If you’re looking to create a collaborative team environment without worrying about being micromanaged (or needing to micromanage), Trello is the perfect solution. It also has the bonus of adding a visual element to otherwise technical projects.

Asana

Asana is a free project management tool designed to help teams track projects from start to finish. One of its best features is that it lets you see the overall progress of your project step by step, so your clients know exactly how long something will take without having to bug you about it.

Keep Track of Everything

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The best case scenario for a developer or designer is to have a client that gives you a generous deadline and then trusts you to complete your project on time – meaning that they don’t hassle you at any point during the development project. But not all clients are easy.

If you’re working with a client that checks in with you constantly, whether about hours or project specs, it’s to your advantage to be one step ahead of them. The best way to keep micromanagers at bay is to make sure you’re already keeping track of everything before they ask about it. The more organized you are from the get-go, the better you’ll be able to squash any fears or concerns your clients have along the way.

Here are three tools that can help you stay organized:

Funnel

Funnel is a simple CRM tool that helps you keep track of all of your client information as well as project specs and more. You essentially create a pipeline that monitors all your activity with your client, which is especially helpful if you’ve been working with a client for a long time and want a detailed history of your projects. If clients are constantly asking about projects you worked on months or even years ago, Funnel can help.

Timely

Timely is a scheduling and time tracking app that helps you keep track of how much time you’re spending on a certain client or project. This is particularly handy if you have micromanaging clients, you bill by the hour, or you have someone on retainer for a certain amount of billable time each month.

Wunderlist

Wunderlist is a to-do list tool that helps you plan your individual tasks, set notifications and reminders, and collaborate with clients so they can see exactly what you’re up to and when you’re working. The best part is that it’s available on both desktop and mobile so you can update it on the go. If you have clients who want to see the project laid out in detail, this will help.

Final Thoughts

Working as a designer or developer isn’t easy, especially when it comes to communication. But you can lighten that load using tools specifically designed to help you communicate better.

Remember that email isn’t your only option when it comes to communication. In fact, you may be significantly better off staying out of your inbox altogether and creating a workflow that provides more visual and team-based communication for your clients, especially if they’re prone to avoiding your emails.

If you deal with needy clients, you don’t always have to push them away; sometimes the problem can be solved by bringing them closer to the project and making them feel like a part of the team.  Try using tools that let clients follow along with your project workload on their own so they don’t have to waste your time checking in.

Finally, stay on top of micromanagers by creating an organized system so you always know how to respond to pesky questions and requests. The more work you do on your end to keep everything running smoothly, the less likely they’ll be to light up your inbox or phone with messages.

How to Tell If Your Marketing Campaign Needs a Microsite

If you have something to promote, be it a product or campaign, chances are you’re already in the process of putting together a marketing strategy. There’s even a chance you’ve come across a very scary word during the course of your planning: microsite.

But what it is? What does it do? And more importantly, do you need one?

For those of you still doing research, microsites are small websites that concentrate on a certain topic and often feature content developed by a sponsoring brand (they can look and feel different from the sponsored brand’s site, however).

They’re great for a number of reasons. One, they have the flexibility to integrate content and design in such a way that creates a focused, yet often visually appealing alternative to simply adding another page to your already bloated main website. They’re also great for targeting certain audiences or creating buzz around a certain product or promotion.

But if they’re so great, why doesn’t everyone use them all the time? Well, because while microsites are great, they’re not necessarily the right choice for every campaign or product.

So how do you know if you need one? Let’s take a look at some of the advantages and disadvantages to help you decide.

Advantages of a Microsite

Microsites can be a great choice for certain campaigns and products. If your product is new and needs a lot of explanation or audience testing, for example, a microsite is a great choice. There are many advantages to having a microsite as part of your marketing strategy.

Increased Interest

Microsites let you take something specific and put it out in front of your target market in a focused and detailed way to gauge interest levels. Not only are you saying, “Look at me!” but you’re also able to tell if your customers really want what you’re offering (hint: if they’re not coming to your microsite, they might not be interested). Campaigns or products that rely on market testing may be a great fit for a microsite.

Cisco-Microsite-Conversion-Marketing

Creative Branding

If what you’re promoting is something unique, you may want to consider branching out from your sponsored brand and taking creative measures to market it. That can be hard to do with a traditional site, especially if your current site is heavy in CSS that you don’t want to fiddle with. Microsites, on the other hand, come with their own rules, meaning that you can design it to fit any branding guidelines. You could make it dramatically different than your regular site to draw a new audience, or you could keep it simple and sleek to highlight the specific product or campaign as needed. Either way, the possibilities are endless.

microsites_td

Faster Development

If you have a product or campaign that’s seasonal or temporary, you might consider using a microsite, especially if you still want all the bells and whistles of a full site but don’t want to spend too many hours throwing one together. Microsites are fairly quick to build, they can be adjusted and tweaked with relative ease, and they can be taken down (or put back up) as needed.

Detail-Friendly

The great thing about microsites is that they allow you to include as much information as you need without weighing down your main site, which means that if your product or campaign is detail-rich, you’ll do well with having a small, compact site.

Cost Effective

If your product or campaign needs to be big but you’re not ready to shill out the money for expensive marketing tactics, a microsite is a temporary, cost-effective solution that can be reused when needed. They’re also particularly handy if you want something that looks professional but don’t mind a smaller, more focused approach.

spool-tuning

Disadvantages of a Microsite

Of course, you might not need or want all of those things. Maybe you’re required to stick within branding guidelines, or your product is fairly self-explanatory and having a whole site dedicated to it might overwhelm potential customers. There are plenty of reasons not to use microsites in certain circumstances.

Mixed Messages

One issue many marketers face with microsites is that they force users to leave a current site and jump onto a new one. While this can be advantageous in certain circumstances (as in, you really want your product to stand out), it can also be confusing for customers if not implemented properly. They may think your microsite is a pop-up advertisement or they don’t recognize it as a part of your site. A few ways around this would be to make sure that your branding is recognizable (even if your campaign is differently branded) and that they have access (links) to your main site.

Long-Term Costs

While microsites are fairly cheap to setup, they’re not always cheap to maintain. If your product or campaign is temporary, it’s not usually a big deal. But if you’re looking to keep up your microsite over the long term, it may actually backfire. As technology and SEO grows and adapts, your site – like any website – will need to be updated to keep pace with new tech. While you’re already spending time and money optimizing your main website, you’ll also need to spend resources maintaining all of your microsites too. Those expenses can add up if you’re not prepared.

Not Enough Information

Depending on how you setup your microsite, you may actually turn away customers if there’s not enough detail to include on your site. If you’re trying to market something where all the details can fit onto a regular landing page, creating a whole separate site to promote it may be a bad option. Because microsites lead customers away from your normal page, if you don’t have enough information there to keep people’s attention, you could be hurting your chances of them navigating back to your original page. If your details are sparse, stay away from microsites.

Do You Need a Microsite?

Microsites can be really great if you have the right product or campaign to promote, but they’re certainly not for everyone. Consider the needs of your marketing campaign. If your marketing campaign is short term (or seasonal), or it offers something unique that can handle plenty of attention without distracting customers from your main website, then microsites are a great choice.

You should also consider the flexibility of your current site. If your main site feels overloaded or doesn’t have a lot of flexibility when it comes to adding more than a few pages, you might want to consider creating a microsite.

If your current site has plenty of room to grow, however, and your campaign will be a long-term fixture of your company, you may want to consider keeping it a part of your current site and scraping the microsite idea all together. If you think an extra site will confuse your customers, or you don’t really feel the need to create a whole new set of branding for a single promotion, you might also steer clear of microsites.

But ultimately the choice is yours. If you don’t mind taking a risk, microsites are a quick and easy option to test something out, and if you (or your customers) end up hating it, no one is really worse for the wear.

Why Your Landing Page Color Scheme is More Important Than You Think

When you think about getting landing pages to convert, what comes to mind? A good design? Copy that grabs attention? A big, bold CTA button?

While those things are all important factors to improving conversion rates, there’s one aspect of your site you may be overlooking, and it could be costing you customers.

We’re talking about color.

Surprised? Don’t be. Improving conversions is all about persuasion. You have to convince visitors to become customers based on only a few elements of your site. The problem with our modern persuasion tactics, however, is that we often focus too much on numbers and statistics and forget that we’re trying to sway real-life human beings. As it turns out, one of the biggest influencers for human decision-making is color.

In fact, there’s an entire branch of psychology dedicated to finding out how color affects human behavior (it’s called color psychology), and studies show that when it comes to converting customers, visuals matter.

In a peer-reviewed study, Dr. Satyendra Singh discovered that it takes a mere 90 seconds for customers to form an opinion of a product and that 62-90% of that interaction is determined by the color of the product alone.

So what does this mean for you? It means that if you’re looking to boost your conversion rates, your color scheme matters.

Here’s what you need to know…

Choose Colors by Target Market

The human brain is designed to be a visual processor. It can digest visual information 60,000 times faster than plain text. This means that the colors you use on your landing pages will be instantly processed by your visitors, so knowing which colors will win them over is important.

But there are several ways you can go about choosing the most affective colors for your site. The first way is by assessing your target market, because different people process colors different ways.

Women Prefer…

In a survey on color and gender, 35% of women said blue was their favorite color, while 33% said orange was their least favorite color. If your target market is primarily women, stick with tints of blue, purple, and green, and avoid earthy tones like gray, brown, and orange.

Men Prefer…

If your target market is primarily men, you should use bold colors like red, blue, greens, and even black (it turns out you still want to avoid earthy tones, though). Use deeper and bolder shades of these colors, as they’re traditionally associated with masculinity (and avoid lighter “feminine” tints).

3-color-targeting-demographics

Source: Kissmetrics

If your market is mixed, however, don’t worry. Both men and women are shown to like popular colors in neutral shades, like blue or green. If you have a mixed market you can also choose colors based on nationality instead of gender, too.

International Markets Prefer…

If your company targets an international audience, be sure you understand how color is viewed in other nations. Americans tend to favor the color blue, for example, while Scandinavian countries prefer multi-colors.

In countries like China, for example, white is used for solemn occasions like funerals, so it isn’t associated with the same “happy” emotions (weddings, purity, etc.) that Americans attach to it, while bold colors like red or yellow are highly favored. Americans love blue for its sense of strength and security, but in some countries it’s symbolic of loneliness and sadness.

If you’re still not sure about choosing a color scheme based on your target market (or your market is too broad or convoluted), you can always choose colors based on your company’s personal branding instead.

Choose Colors by Brand Identity

Branding is an important part to any company, and because certain colors convey certain emotions, you want to make sure that your color choices reflect positive emotions for your business.

Red Conveys…

Red conveys a sense of excitement and boldness and is commonly used to advertise sales. It also ignites ideas of passion and hunger, so if you’re looking for immediate action (like a CTA button or a flash sale), use red.

Orange Conveys…

While not the most popular color, orange still has its place on your landing page if you want to communicate friendliness, fun, and confidence, which is why it’s often used for sports and children’s products. It can be used as an accent, or, if you’re an e-commerce site (think Amazon.com), you can use orange to encourage sales during the checkout process.

Yellow Conveys…

Yellow, arguably the happiest of all colors, reflects optimism, warmth, and happiness. If you want to communicate that your business is family-friendly, go with yellow shades. Oppositely, it’s also the color for warning. If you have elements of your site that need to be read right away, use a yellow accent color. Just make sure you don’t use it as a font color, as it can be hard to read if there’s not enough contrast.

Green Conveys…

Green is the color of tranquility, peacefulness, and nature. If you want customers to know that you’re eco-friendly and low maintenance, using green is a great way to do that. It’s also the perfect color for creative industries (graphic design, web development, arts, etc.) as one study indicates that when presented with flashes of green, people had more bursts of creativity than when shown any other color.

Blue Conveys…

Blue is one of the most loved and most used colors, which can be either good or bad depending on your goals. Blue conveys a sense of security, trust, and connection, which is why sites like Facebook use blue (and most of corporate America). But using blue can also mean you’re just like everyone else, so pairing it with less-used accent colors (like orange or yellow) can help differentiate you from your competition.

Purple Conveys…

Purple, like green, is the color of creativity, but it also conveys a sense of sophistication and wisdom, as it’s often associated with royalty. This is one of those colors that work well with luxury goods and services. It’s also heavily associated with femininity, especially in America, so if your target audience skews toward women, this is a great choice.

Black Conveys…

While black may or may not be an actual color, it is a standard for most text. But it can also be used as a deluxe tone. According to an article from Lifescript, black conveys elegance, sophistication, and power, and is considered timeless and classic. Black can also be used to communicate exclusivity and has an added sense of value.

White Conveys…

White can mean different things to different people, but its primary function when it comes to design is actually to help offset other visuals. It may not have inherent meaning beyond “clean” or “professional,” it’s still a valuable color (or non-color, depending on who you ask).

image204

Source: Neil Patel

Choose Colors Strategically

If you’re still not sure which colors will help you reach maximum conversions, consider the following:

First impressions matter. You only get one chance (90 seconds!) to reach your audience with colors, so if you can’t decide between a bold red or a soft yellow, go for whichever will make the most initial impact. Just remember that you want to make a good impression on first-time visitors without alienating your returning customers, so use bold accents with white space to offset other elements. Keep your look clean, but attention-grabbing.

Use bright colors where action is needed. If color choice makes you panic because your current site feels boring (let’s say you used too many earth tones), don’t worry. Using color strategically is about finding areas that need to stand out. Use bright, bold colors like red, yellow, and orange on your CTA buttons, pop-up buttons, or as visual indicators of action steps (like arrows pointing on something to click). You can keep the rest of your page muted if you have standout colors in key areas to make up the difference.

Contrast your colors for legibility. As mentioned earlier, if you’re using bold colors like yellow or orange for your text, don’t put them on equally bright and bold backgrounds. If your text is muted, like gray or brown, make sure the colors are deep enough so they don’t fade into a white background. If you make content difficult to read, you won’t be converting anyone.

The Biggest Landing Page Design Mistakes and How to Fix Them

If you’re a web designer or developer, you know about landing pages. Chances are, you’ve dealt with your fair share, and you know that a good landing page will capture a visitor’s attention, drive ROI, and ultimately generate conversions that create more business. But what happens if your landing page is poorly designed?

Well, none of those things.

If you’ve been working on landing pages for a while and haven’t seen a significant boost to your conversion rates or leads, you may be making a few fatal design errors.

Today we’re looking at the biggest design mistakes when it comes to landing pages and what you can do to avoid them. Let’s dive in…

Unoptimized Images

If you’re a web designer or developer, you’re probably sick of hearing about optimizing your images. But the reason you hear about it so often is that images are a big deal when it comes to design. Pictures have the power to connect and communicate with your audience and draw attention in ways that words alone can’t achieve. But when your images aren’t optimized properly, they can do far more harm than good.

Uncompressed Images

One of the biggest mistakes when it comes to images on your landing pages is keeping them uncompressed. An uncompressed image – or an image that renders at full size every time the page loads – will cause your site to load significantly slower. If you’ve done your homework, you know that site speed is a major factor in conversions. If the design of your site relies on images (which it should, but we’ll get to that), make sure your graphics are working for you and not against you.

How to fix it? CreativeBloq has a list of compression tools available for designers and developers to help compress images.

Unemotional Images

While file size and type have a dramatic impact on your design, it turns out the subject of your images is equally important to optimization.

When it comes to visual marketing, people love bold images of other humans. Human faces draw more attention than any other type of image on the web, and people tend to mimic the behavior of the images they’re seeing. If you have a picture where a person is looking in a certain direction, for example, your visitors will typically follow the image’s line of site, too.

People also tend to copy the emotion they see in the images. One study conducted by Basecamp actually showed that by featuring an image of a smiling person on a landing page, they increased conversions by 102.5%. Basically, if you’re not using your images to convey human emotion and connection, you’re missing out on a huge opportunity.

How to fix it? Choose high-quality images with an emotional appeal (specifically, happy people) and use graphics that include a line of sight that points to specific content whenever possible.

Content Overload

Of course, when you’re designing a landing page, you should probably be using more images than text anyway. Why? Because people are statistically more likely to skim text-heavy pages, whereas sites with simple designs that minimize text and focus on images are far more likely to engage visitors.

Too Much Text

One of the biggest mistakes when it comes to designing a landing page is including too much static text without enough visually pleasing elements to balance it out. As a designer or developer, you may not have a ton of control over how much content needs to be included on the page, but you can use the design to minimize a text-heavy look.

The best way to do this is using white space strategically to make certain features stand out (images and graphics) while minimizing other features (long paragraphs or unnecessary text). Of course, the best thing for your site is to remove unnecessary copy all together, but if that’s not an option you can always use the layout and design to your advantage.

How to fix it? Incorporate white space throughout your site to highlight specific elements, such as the CTA button or a lead capture form. If possible, eliminate or combine text to make it easier to skim. Jimdo blog has some great recommendations for designers working with text.

Amble-cleandesign

Clean web design and good use of white space by the Amble App site.

Too Many Options

Another common content overload error is presenting your visitors with too many options to click through. One study by Sheeya Iyengar, a social psychologist at Columbia University, found that people react differently when given multiple options versus limited options; specifically, the more options they have to choose from, the less likely they are to choose at all.

What this means for your design is that having too many places to click, multiple CTAs, or a general “cluttered” look will turn visitors away fast.

How to fix it? The easiest solution is to keep your designs simple. Cut away any excess until you’re left with only the absolute essentials. Keep navigation to a minimum (that means eliminating drop down menus wherever possible, too), create one clear CTA per page, and don’t redirect visitors off your page unless you need to.

Ineffective CTAs

Your call to action (CTA) is another major player when it comes to having an effective landing page. But the problem with CTAs is that if they’re not executed well, they’re not going to do you any favors. If you want to really engage visitors, you’ll need to avoid these common CTA mistakes.

Wrong Placement

The biggest mistake when it comes to CTA is location. You’ve probably read endless articles giving you a variety of advice on where to put it – whether it’s above the fold or below or whether it should be on every landing page or a select few.

For the most part, the “right” location will depend on your website design and visitors. Most of the time, you’ll probably want to include a CTA above the fold – or in the top part of your design, incorporated with a strong image or graphic that grabs attention. According to some studies, most people spend around 80% of their time above the fold when they visit a site.

But as we’ve noted before, the location really depends on your visitors. If your visitors already know what you’re about when they come to your landing page for the first time, then having a CTA above the fold is the best thing you can do. However, if all of your visitors will be visiting to learn who you are and what you’re about, then having a CTA after some vital information may be more beneficial.

How to fix it? Know your customer base. Because location of your CTA is important, you’ll need to determine whether or not the people visiting your page have brand awareness of your company, product, or service before they visit your site. Brandwatch has some good suggestions for testing your brand awareness.

Wrong Colors

Besides placement, the next biggest mistake when it comes to CTAs is choosing the wrong color. Surprising? Well, don’t be shocked. In a study called Impact of Color in Marketing, researchers found that up to 90% of snap judgments are based on color alone.

Kissmetrics actually made an infographic about how colors affect purchases. While some studies note that no single color is the “right” choice (because color is often associated with personal experience) they all show that color choice does play a role in conversions.

How to fix it? Choose colors for your CTA buttons associated with the goals of your site and customer base. Blue, for example, is often associated with trust and security, while green works well for the budget-conscious crowd. Here are a few tips from CoSchedule to help you choose the right color for your site.

Firefox-greenCTA

Firefox uses a classic green CTA button for its free product.

Unresponsive Theme

While the other mistakes listed above are certainly faux pas, the number one biggest mistake when it comes to designing landing pages is not optimizing for mobile viewing. In other words, if your theme isn’t responsive, you’re doing it wrong.

This is especially true if a lot of your visitors come from social media and search. According to research, nearly 75% of all Facebook users access the web exclusively through mobile, and half of all Internet searches happen via mobile devices. These statistics are only going to increase as the number of internet-connected devices increase, too.

How to fix it? This really comes down to choosing a good responsive theme for your website as a whole, but you should also optimize each landing page to be designed for mobile use by using images, scroll-friendly layout features, and text that’s easy to convert to small screens.

Final Thoughts

Making sure your landing pages are doing their job can be tough, but there are a few great ways to minimize mistakes and boost conversions.

Optimize your images for fast speeds and choose pictures that people can relate to (i.e. happy!).

Minimize unnecessary content and focus on creating a visually appealing website that’s simple to use, so you don’t confuse or overload visitors.

Create a clear CTA that grabs attention where you need it and works for your purposes by choosing the right color, style, and placement.

Go mobile! Make sure your theme and landing pages are designed to be responsive to all screen sizes.

Should You Use Single-Step or Multi-Step Forms?

When it comes to conversions, most marketers hold to the age-old adage that “less is more.” But is that always true?

Well, yes and no. When it comes to forms in particular, simpler is usually better, but that doesn’t mean it’s the only option for engaging customers.

There are actually a couple ways you can approach creating forms to maximize conversions. The first way is considered the “simple” way, and it involves creating single-step forms with only a few questions and one “Submit” button. The other way is, of course, the “complicated” way, and involves creating multi-step forms that have several pages worth of questions and multiple “Next” and “Submit” buttons.

Initially, it may seem like the simple way is the clear winner when it comes to boosting conversion rates. After all, the less work a customer has to do to get what they want, the better, right? Well, not necessarily.

When the folks over at Conversion Fanatics did an A/B of single-step forms versus multi-step forms, they found that the conversion rates were fairly similar. In one case, they found that the multi-step form actually performed better.

So which choice is truly the best for conversions? Well, the answer depends on the goal of your form.

To simplify the process, we’re taking a look at both options to help you figure out which form type is best to get you the leads you want.

Let’s dig in…

Simple, Single-Step Forms

Single-step forms are the most common type of form. They can include basic contact forms, subscription forms, and any form that gathers general information. For the most part, single-step forms are a great choice for conversions, especially when all you need is basic information. There’s no need to inundate your users with pages of form fields if all you want them to do is sign up for an email newsletter. But are they always the best choice? Well, it depends.

Single-Step Forms Work When…

In his research on optimizing contact forms, Neil Patel found that having only three form fields was better than having more fields when it came to conversions. By simplifying his forms, he improved his conversion rates by 26%. Basically, when it comes to contact forms, shorter is sweeter.

The same is true for forms that deal with opt-ins and lead generation. When dealing with users who are new to a site (or who essentially aren’t yet invested in your business), the single-step forms outmatch the multi-step forms more often.  

Single-step forms also tend to perform better for conversions when less information is needed or when enticing a customer to take a specific call-to-action.

Single-Step Forms Don’t Work When…

But single-step forms can actually backfire if you’re trying to gather too much information at one time. In fact, using more than 4 forms fields on a single-step form can send users running for the hills.

In one study, an 11-field version of a contact form was replaced with a 4-field version, which resulted in a 160% increase in the number of forms submitted and a 120% increase in overall conversions.

Not to mention that long forms can be extremely overwhelming to look at, even if they’re still considered single-step. In terms of conversions, single-step doesn’t work if the form is too long, like the example below.

longform

What Are the Best Uses for Single-Step Forms?

Single-step forms are a great choice for simple information gathering. If the majority of your forms are focused on opt-ins, contact information, or lead generation, then simple is the way to go.

Simple forms are also great for getting creative with animations, like the example below.

getstudiokit

Essentially, if you want to take advantage of single-step forms, remember to keep them short and sweet. Focus on the essentials and create a call-to-action that entices new customers without overwhelming them with information.

Complex, Multi-Step Forms

The general idea behind multiple-step forms is that the further the prospect goes down the sales funnel, the less likely they are to turn around when asked for valuable information. Essentially, they’re more likely to finish the whole form because they’re already committed. But does this idea hold up in the real world? Statistics point to yes.

Multi-Step Forms Work When…

One company compared user rates for single-forms versus multi-step forms and found that 14% more people finished the multi-step form than the single-step, including those who stopped filling out the form and returned to fill it out later. They found that people were more likely to finish longer forms when it required them to provide a lot of sensitive information.

Basically, people like filling out longer forms when they’re already invested in the process, like during checkout while shopping online.

Complex forms also work when you need to collect a lot of information, but you know that putting all of your form fields on one page will be overwhelming. By creating a multi-step process, the chances are higher that people will fill it out.

Multi-Step Forms Don’t Work When…

However, complex forms don’t work quite as well when you’re trying to generate brand new leads, or get people to subscribe to basic functions on your site like a newsletter or email list.

They also don’t work well if you don’t have the form’s progress clearly listed somewhere. It’s important to make sure that you provide the user with constant feedback on their progress to let them know how much more time they will require to finish the form.

What Are the Best Uses for Multi-Step Forms?

If you need a lot of information but don’t want to overwhelm your customers, multi-step forms are a great choice. If you’re curious about using multiple-step forms but still want the feel of a single-step form, you can also use what’s known as a single-field form. The single-field form includes multiple steps, but lets users fill it out one field at a time (like the example below).

Single-Field-Form-Interface

When it comes to conversions, however, the best uses for multiple-step forms include checkout processes (for e-commerce stores), and forms that require information from current customers or those who are already invested in your business.

Which Should You Choose?

Does the information presented here feel conflicting? Well, the reality is that either form will help you boost conversions if used in the right context. Certain form types work better in certain situations.

If you run an e-commerce store, for example, and you’re running into a lot of abandoned carts or find that your customers stop short of filling out the billing information, your forms might be better suited to the multi-step process. The same is true if you need a lot of information from your users upfront, but don’t want to overwhelm them with a single-page form. (Just make sure to include the progress as visibly as possible.)

On the other hand, if your forms are used more for gathering basic contact information or getting subscribers for a service or special offer, then single-step forms are a much better option. They’re quick to fill out and easy to animate, making them the perfect choice for quick conversions that don’t require a lot of investment from your users. And generally speaking, the age-old adage still stands… less is more.

How Integrating Your Forms With Other Apps Will Save You Time and Effort

Does your company use forms? If so, you already know there are plenty of creative ways to use them, from gathering customer feedback to processing product orders and answering questions. But do you also know that your forms can do so much more than that? Your forms, when combined with other helpful productivity apps, can save you a ton of time and effort. How?

Two words: automated tasks.

When you set up a form, the last thing you want to do is track every entry, send a bunch of emails, and follow up with everyone who’s submitted a form on your site. That’s why it’s a necessity to set up automated processes for everything that happens after users hit “Submit.”

If you’re using a content management system like WordPress, you’re probably using plugins to manage your forms, which means you already have some level of automation in place. But there’s plenty more you can do with automation that can save you huge amounts of time (and that lets you do much cooler things).

So where’s the best place to start? With tools, of course.

Automation Tools

When it comes to automating tasks, Zapier is the granddaddy of all automation tools.

zapier

Zapier helps individual apps work together to create an automated workflow. You choose two apps to integrate, and when something happens in one app – someone fills out your form – something happens in the other app – you get a notification (or something much more creative, but we’ll get to that).

There are other alternatives to Zapier, like Pipemonk. But with over 1,000 apps supported, you have a better chance of finding the app you need using Zapier.

Once you’re setup in Zapier, which apps should you combine? Well, you should start with your form, obviously. After that, you’ll need to determine which app will help accomplish your goals. Let’s look at a few options.

Integrated Apps

Apps are a great way to get things done with minimal effort. They take heavy tasks like sending emails and creating databases off your shoulders so you can focus on other things. Here are some great examples of how apps can integrate with your forms to save time.

Send Marketing Emails

Chances are if you have a form, you’re probably collecting emails. But once a user gives you their information, where does it go? Do you collect all the form data together and store it away in some spreadsheet never to be seen again? If so, you’re missing a huge marketing opportunity.

By using a tool like Zapier, you can integrate your forms with apps like MailChimp or Intercom to send targeted emails to your users. It could be something as simple as a quick thank you email, or a follow up to a question or concern, or even a promotional email targeting a product or service they were interested in. Either way, sending out a quick, personalized message is the perfect way to keep customer attention and make sure your piles of gathered email addresses don’t waste away in a database somewhere.

Apps to consider: Email or marketing app such as MailChimp, Constant Contact, Campaign Monitor, Intercom, HubSpot, Pardot, Infusionsoft, etc.

Build and Save Databases

Of course, if you’re the type who still needs to collect form data in spreadsheets (and you actually plan on using it later), you can still automate the process to save you some time. Integrate your forms with apps like Google Sheets or Excel to capture bulk information quickly to save or use how you please.

This is especially helpful if you share your databases with other businesses or clients. You can connect your customer forms to any app needed, whether it’s setting up a card in Trello or sending form submissions to Go-To-Webinar. Either way, having your databases easily accessible is a great benefit.

Apps to consider: Database and form apps such as Google Sheets, Excel, Zoho CRM, Knack, FormKeep, Gravity Forms, etc.

Send Team Notifications

Your customers aren’t the only ones that need to receive notifications once a form is complete. You might also consider notifying your team so they can work to process any data that’s been submitted. That’s where SMS and other team notifications come into play. Use apps like SMS by Zapier, Slack, or Flowdock to send notifications to those who need it.

Of course, different notifications work best depending on your situation. Sometimes sending an SMS to every team member is the best choice, whereas a private chat message to a specific team member may be a better alternative. Whichever way you choose, you can use notifications to keep on top of your workload in real time.

Apps to consider: Instant messaging apps such as SMS by Zapier, Pushbullet, Notify My Android, Slack, HipChat, Flowdock, GoToMeeting, Jabber, etc.

Gather Leads for Social Content

Maybe you need your apps to do something a little more creative than standard notifications. How about setting up a workflow that turns your forms into social media posts? Apps like Buffer let you integrate forms (that you can design to gather specific pieces of information) that you can use for social updates.

This system also works to help manage content for your blog. If you use your forms to gather information like customer testimonials, you can easily create documents full of content that can be used to develop new posts later on. The Vadamalai Media Group did something similar by creating a vBulletin forum about agriculture where members could post products they wanted to buy or sell. Then, they made a Wufoo form that allowed visitors to fill out information about the items they want to buy or sell, gathered that information, and used it to create content.

Apps to consider: Lead generation or social apps such as Wufoo, Unbounce, vBulletin, Buffer, Yammer, etc.

Create Surveys

Surveys are a great way to find out what your customers are thinking, but sorting through the data can be a time-consuming job. If you use forms to gather customer feedback, why not integrate with other apps that automate all that information?

You can input your form surveys to a database or spreadsheet, then have those databases send feedback emails and even Twitter mentions to keep your customers feeling special.

Apps to consider: Any survey, database, or social app such as SurveyMonkey, Webflow, SurveyMethods, Twitter, Facebook pages, Google Sheets, etc.

Track Purchases and Orders

While most forms are about collecting basic information like names and emails, some forms are used for more serious business, like processing transactions and purchases. If you use your forms to take payments, then integrating with apps that make that process easy and secure is a must.

If you need mobile payments, you can use apps like Xero to process payments and track invoices. PayPal and Zoho Invoice will also do the job nicely, and most pair well with Zapier to connect seamlessly to your form software of choice.

Apps to consider: Ecommerce or billing apps such as Xero, PayPal, Square, Zoho Invoice, WooCommerce, Shopify, Braintree, Chargify, etc.

Manage Schedules and Bookings

Do you use forms to manage your business calendar and schedule customers for appointments? If so, you might want to consider integrating your forms with your favorite calendar apps to save time.

Some businesses use forms to help customers manage bookings, like the Visit Sierra Leone team. They have an airport transfer and travel guide service, so they created a form for people to submit their arrival information. When someone fills out the form, Zapier connects with Google Calendar and sends a confirmation email to the customer and an SMS message to the airport.

Apps to consider: Booking apps such as Google Calendar, YouCanBookMe, ScheduleOnce, Calendly, etc.

Give Customer Support

If you have customers, you have customer inquiries. If some of the forms on your site are dedicated to taking customer questions and feedback, you’ll want to make sure that process is as smooth as possible. There’s nothing customers hate more than a delayed response when they need help.

That’s where Zapier and other integrated apps can help. Apps like Zendesk make it easy to answer customer questions from one location, and you can import your forms directly to the virtual helpdesk. Do you need to give real-time answers to your customers? Try using a text or chat app like LiveChat to reach customers faster.

Apps to consider: Customer support apps such as Zendesk, Help Scout, LiveChat, LiveAgent, Pure Chat, etc.