by: Constantine von Hoffman
Best practice is to create two or three web form templates you can reuse across all of the forms on your website. You can use these for resource downloads, for contact sales requests, for starter trial requests, registering for a webinar, or any other type of content that someone would access from your website.
When asking for personal information, you want to make it as easy as possible for the visitor to answer. “Instead of asking somebody for a free form job title where they could enter in one of a million different job titles, try asking for job level and role,” said Sharaf.
A classic irritant that everyone has encountered: You’re asked what nation you’re from and are confronted with a dropdown that lists every country on the planet in alphabetical order. It may seem inclusive, but it’s really one more way to discourage a visitor. Unless you’re getting customers from all over the world, don’t do this..
“Everyone does them,” said Sharaf. “You use them for your offline events, sometimes use them for your webinars, etcetera. There are a bunch of different use cases. Sometimes third party vendors will send you a list. The thing that will streamline your intake process best as possible is to create an Excel or Google Sheets template for marketers to use.”