Optimize Lead Generation Forms with 5 Failproof Add-ons

If your online form is delivering stale and lukewarm results, it is time for an upgrade. Do not settle for collecting data that can barely count as a lead, or worse, no data at all. Optimize lead generation forms to secure quality leads after each submission.

The FormBuilder form builder is easy enough for you to create a simple contact form but powerful as much to boost your basic form into a winning lead generation tool.

My goal here is to show you all the capabilities and functionalities that FormBuilder has to offer in order to optimize your lead generation form. If you haven’t had the chance to explore all FormBuilder features or not sure if you really need extra settings, I’ll go over how and why you should enhance your online form.

Think of it as a “pimp my form” makeover. Let’s go over the five failproof add-ons to optimize lead generation forms.

1. Form Analytics

It ain’t over ‘til it’s over, baby. An abandoned form doesn’t necessarily mean a lost form. Not even an unrecoverable or unconquerable form. You’ll never know if you won’t follow up to see it through.

You really start to optimize lead generation forms when you know how many people open them, how many start, and how many actually finish. FormBuilder's form analytics give you those numbers for every form. Zero lead waste policy in my book.

Why You Should Track Abandoned Forms?

You might think that you’ll be just fine if your form is performing well enough that the total amount of leads generated is higher than the form abandonment rate. Just as long as your gains outperforms your losses, right?

Maybe your form is not generating that many leads, but hey, the form abandonment rate is so low, why bother?

But when it comes to any business, a single customer can make a difference. That one customer could be the one who brings more revenue than the rest of your list altogether. Or that customer could be so influential as to bring even more customers to your business.

The key message here is you can’t afford to lose any lead, whether you’re a small or big company.

Now, adding to that argument, if measuring abandoned forms is not complex or costly, why not find out the reason people left your form incomplete?

The hardest part was to attract potential customers to be interested enough in your business to even bother to start filling out your form in the first place. It is easier and cheaper to convince this prospect to follow through with an optimized lead generating form than to acquire new leads.

How Form Analytics Optimize Lead Generation Forms

Just as important as knowing how many leads your form generates, it’s knowing how many forms are being abandoned.

If you’re aware of an issue, you at least have the chance to fix it. Flying blind might not give you key business information to improve and therefore grow.

Imagine being obliviously satisfied with the number of submissions you’re getting, to only realize you could be doubling results if you had the analytical data.

That’s what form analytics provide: views, starts, completions and the gap between them, for every form you publish.

By checking your FormBuilder analytics you’ll get:

• Performance insight

Optimize lead generation forms by getting proper insight into your form’s performance. See how many visitors start but never finish. If you spot a form abandonment trend, you’ll be able to fix and improve your form.

For instance, if prospects are leaving at a required phone number field, make it optional or scrap it off. If people stop filling out mid-form, try reducing its length perception either by actually cutting off unnecessary fields, or make it multi-page, showing a few fields at a time, or use conditional logic to only show the next question according to the previous answer.

• A reason to follow up

A large share of respondents abandon a form after beginning to fill it out. And sometimes the reason for abandonment has nothing to do with the form itself or your business. That’s when a follow up can turn it around to recover leads with further nurturing.

If your analytics show a big gap between starts and completions, ask for the email address early in the form and put the optional questions on a later page. Even if you’re only left with an email address, that’s all you need to persuade that customer back. A little incentive can go a long way.

2. Save & Resume Forms

Have you ever started filling out a form but you had to stop for some reason? You didn’t mean to abandon it but you just couldn’t finish it at THAT time.

Maybe you were killing time while in a waiting room and got called in the middle of the form. Or you were about to RSVP to a wedding ceremony but your phone’s battery was dying before you finished it.

Perhaps you were online shopping and realized you didn’t have your credit card with you just when you were about to complete the payment form. Or you really wanted to be part of a webinar but had to check your calendar first before committing to the registration form.

Why You Should Offer the Save & Resume Option?

There are plenty of reasons for wanting a little bit more time to finish filling out a form without losing any information already given. And it is in your best interest to give your prospects the convenience to finish it later, rather than leaving them with no option but to give up.

Just don’t count on customers coming back later on their own. Make it painless for them: when they do return, everything they typed should still be there.

How the Save & Resume Functionality Optimizes Lead Generation Forms

FormBuilder saves answers as respondents type. There is no save button to find and nothing to set up. A prospect who closes the tab halfway through and comes back later picks up exactly where they left off, with every field still filled in.

This failproof add-on will not only reduce or avoid unintentionally abandoned forms but it will help to convert leads. Save & Resume extends the time for a conversion possibility, rather than losing it prematurely.

With FormBuilder’s Save & Resume you’ll get:

• Enhanced Customer Experience

Honestly, even if a prospect already had the intention to submit a form right then, just knowing they can come back later without losing their work will create a positive impression of your business. When there’s no pressure to commit, the customer experience is enhanced.

Not to mention the added convenience of saved progress. You’ll show prospects that doing business with you is easy and friendly, by saving their time instead of making them retype information or start over. Great customer experience lies in the details of the entire purchase process, not only on the product or service alone.

• Short steps that get finished

Save & Resume works best on a form that feels small at every step. Split a long form into multi-page forms so people move through a few fields at a time, and use conditional logic so a respondent only sees the pages and fields that apply to them. A prospect who picks "I'm just browsing" should not be asked for a budget and a start date. Shorter, more relevant forms get finished more often, and the answers you do get are better qualified.

3. CRM Integrations

A growing business needs more than a form builder, it needs a form management tool. Creating a lead capture form is the turning point of thelead generation process. But it is how you handle the leads once they convert into customers that impact your revenue.

A successful Customer Relationship Management (CRM) starts when you optimize lead generation forms to seamlessly integrate to other platforms that can transform captured leads into loyal customers.

Why Have Your Forms Integrated to CRM Platforms?

If your form is performing well and capturing leads, then take collected data to the next level. Valuable customer input should be your most important asset. FormBuilder makes it easy for you to safely transfer data to your CRM through Zapier or webhooks.

If you have no sales experience and you’re just starting your business, it might be hard to keep track of every order by yourself. But even if you have a stellar sales team, CRM platforms can automate the workflow of each step for each team member, making it easier to meet sales goals.

How the CRM Integrations Optimize Lead Generation Forms

Your form is not done after getting a submission, it can still help to increase the conversion rate. To connect your form to the best CRM platforms is easy with FormBuilder. Open the integrations page, pick your app, and follow the Zapier setup.

FormBuilder can be connected to HubSpot, Salesforce, or Pipedrive, for instance. For even more options, simply enable webhooks to automatically send form data to any app of your choice, or sync every response to Google Sheets with the native integration.

By enabling FormBuilder CRM Integrations as an add-on you’ll get:

• Automatic data transfer

Any form created with FormBuilder can be automatically synced to other powerful tools and platforms. By combining FormBuilder expertise on form building to the CRM expertise of well-known platforms, you get to automate the streamline of lead generation with the best of both worlds.

• Security

Since FormBuilder integrations are automatic, there’s no copy-and-paste step where data gets lost. Your customer intake, your most valuable asset, stays in your FormBuilder account, and all data exchange between platforms travels over encrypted HTTPS connections.

4. Email Notifications

Time is of the essence when it comes to optimized lead generation forms. You need to act quicker than your competition.

If you need to login to your form builder every time to find out how many submissions you got or if there’s a pressing issue among your customers, you might be already too late.

Why Do You Need Notifications Enabled?

When you enable an email notification for each submission, you stay ahead. If it’s an order form submission, you can set up a notification to be sent to your sales team so they can work on the proposal. If it’s a complaint, you can get in contact with the customer before it is exposed to social media, for example.

How Email Notifications Optimize Lead Generation Forms

The difference between basic forms to optimized lead generation forms is that the latter keeps you updated. It helps you to speed up and automate processes when you customize the message to each recipient too, including your customer.

By enabling FormBuilder’s Email Notifications you’ll get:

• Instant alerts and confirmations

FormBuilder allows you to send notifications to multiple people automatically after each submission. Get instantly notified of a new lead by email, without the need to log in. This add-on greatly improves productivity by keeping everyone involved in the loop.

As to the customer, you can send an automatic confirmation email and set up a personalized thank-you page, thanking them for their business or letting them know the next steps.

5. Design & Branding

The last failproof add-on maybe you didn’t even consider it as an extra feature. But when you see so many similar form designs out there, you should really start to pay better attention to the layout and branding of your own form.

Why You Should Improve the Design and Branding of Your Form?

Generic-looking forms might pass unnoticed by visitors or worse, look spammy and suspicious. With FormBuilder, you don’t have to choose functionality over style. You can create fully responsive and highly appealing forms at the same time.

If you prefer, you can use one of FormBuilder's ready-to-go templates. But you really optimize lead generation forms by incorporating your own brand identity to your form to really make it as an extension of your business.

How the Design and Branding Optimize Lead Generating Forms

A lot of research has been conducted to find out which form layout performs best. Which colors trigger an action or which letter font is more inviting. The design and branding of your form is not a superficial matter, since it does affect conversion rates.

You truly optimize lead generating forms when they not only stand out from the rest of your website but when they set your business apart from the competition. Highly performing forms convey professionalism and trustworthiness.

By improving the design and branding of your FormBuilder form you’ll get:

• Fully Customizable Design

Building your form with FormBuilder will make you feel like a professional graphic designer. With its intuitive drag-and-drop editor, you can customize the design of your form. Reorder fields for better effectiveness. Make it dynamic by adding images and rich text.

• Branding

You have the option to incorporate your own branding when creating forms. Change the background, add your color scheme, and proudly display your logo on it. On the Pro plan you can remove the FormBuilder badge and publish on a custom domain. Help your customers identify and distinguish your brand.

Are you ready to accessorize your basic form with powerful failproof add-ons? Optimize lead generation forms with FormBuilder to increase conversions now!