Forms are the best medium to collect user information. Having an intelligent platform for gathering data from forms is, thus, a top priority. Zoho has over 60 million customers globally. So you can unquestionably rely on its products and use them to supercharge your company. Zoho Forms is an efficient form-builder that helps you create, share, and analyze forms for specific purposes. It has several unique tools and an impressive line-up of features. You must know how to use them to extract the most out of this app. This article will take you through the steps required for optimum utilization of its features.
5 Steps To Use Zoho Forms Productively
With its plethora of tools, you can easily land in the predicament of which features to use and how to use them. Here’s our detailed guide on how to use them:
1. Create Forms With The Form Builder
There are 48+ readymade templates like ‘order’, ‘feedback’, ‘confirmation’, and ‘delivery tracking’ to choose from. After picking the template you want, select the required form fields. If needed, you can add advanced options like payments, QR codes, images, auto-fill, and user signatures to your forms. Give your forms a professional look and stay out of spam filters. To do this, avoid adding unnecessary fields. Multiple language choices are also available for form creation. All the above is done simply with the drag-and-drop builder.
2. Share Your Forms Online
This step is the most important for healthy conversion rates. Zoho Forms allows you to generate sharable URLs or QR codes for all social media platforms. Once you do this, your response rates will increase as your responders can fill out forms with a click or scan. Sharing also allows customers to access these forms from any device, increasing the chances of getting responses.
Link initiation is also supportive of internal communication in your company. You can assign work to team members by sharing data, ensuring everyone is on the same page. Another way to share your forms would be through email campaigns. Collect replies and feedback for sales announcements, newsletters, and donation drives.
3. Send Alerts And Updates
Once you’ve hit the target number of responses, the next step is maintaining customer communication through form validations. You can do this via follow-up emails or SMS approvals. Check that they include all vital information and look short and simple. Email automation helps you activate response emails if the set parameters are met. This helps retain users while building long-term relationships.
4. Organize Received Particulars
The assembled data is useful for ushering plans of action for your company. Sort through user responses using tables and filters available in-app. Export copies of form responses in password-protected PDFs or CSVs for easy accessibility to your team. You can also send the customers a copy of their replies as proof.
5. Analyze Form Performance
This is the final step that provides closure for a certain campaign. You can see a complete breakdown of how your form performed online. View website traffic via dates or regions and measure the campaign’s success by noting the goals attained. You get to know if submissions were made through social media ads or directly from the website. Zoho Forms also has real-time error scores that alert you about submission errors and aid in recovering form status.
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Zoho Forms helps you design and execute your forms from start to end. If you follow these five steps and take advantage of all its features, you’ll be able to run multiple successful campaigns for your company. Integrations of other Zoho apps will enrich your experience. You’ll also grow user count and witness escalated conversion rates. Use this guide to give a kickstart to your online form-building journey.