Forms and surveys: what they are and how to work with them

In Altcraft Platform, Form builder is a tool that allows you to quickly create a web form in a drag-and-drop editor. You can share this form with subscribers by adding the generated code to the site page or by sending the received URL to an email address.

What is the form used for?

1. Feedback form

Use the feedback form to collect messages from customers and website visitors. Potential customers can fill out a form to get advice on your product or service. This way, you save not only the user's time, but also your own. The form consists of three or four fields: name, contact details of the client (email or phone) and a field for the question that interests them.

Feedback form

2. Sign up form or subscription form

The subscription form invites visitors to leave their email address so that they can receive future email newsletters on topics of interest to them.

The sign up form allows you to collect applications for any event. For example, a website visitor sees a webinar registration form and leaves their email. You can then tell the customer about the event programme and send a link to the webinar through this channel.

The main purpose of such forms is to expand your contact list. The simplest form consists of 2-3 fields: name, email address and a field for consent to personal data processing. However, if you want to personalize your communication with new subscribers, add a few more fields and ask additional questions to get more information.

Subscribe form

3. Survey or review

Ask existing customers to take a survey or write a review. The answers you receive will help you assess the quality of your product or service, as well as segment customers by interest.

Customer satisfaction survey

How to create a web form in Altcraft Platform

Creating a form consists of five steps. Below we briefly describe each of them. You can find a full guide on how to create a web form at this link.

To get started, open the Weblayer section from the main menu.

Step 1. Set up general settings

Enter the form name and description; set access groups and tags. Activate the form by clicking on the "Published" toggle. Specify the start and end dates of publication, if required. Set up the final page. This is the page the user will see after filling in the form. Add your styles to the web form using HTML and CSS code.

Step 2. Add pages and fields to your form

Go to the "Constuctor" tab and create the first page of the form. If the form is long, create several pages to break the questions down into meaningful blocks. Add fields to pages: email, phone number, short or long text, single or multiple choice, range, and more.

Step 3. Design your form

Go to the "Appearance" tab and style the form using the options built into the constructor. Edit the color scheme, change the font family and size, add icons to the buttons. All changes will be displayed in the window on the right.

Then apply your changes to open the "Actions" and "Share" tabs.

Step 4. Set up actions after successful form submission

In the "Actions" tab, select what you want to do after the user has successfully submitted the form:

• Profiles import. Upload the data of the customers who filled out the form into the database. You can either upload the data of new customers or update the information about those who are already in the database. If the form has fields for collecting additional information (client preference, position, education, etc.), map columns. This way, you can save the received information in the platform and use it for personalization in the future.
• Sending the form to email. Turn on email notifications to stay up to date on new form submissions.

Don't forget to save the form.

Step 5. Publish the form

The last thing left is to share the form with subscribers and site visitors. You can do this in two ways:

• Via link. It is a great option if you are new to marketing or don't want to bother the development team. In this case, we will publish the form automatically, and you will only have to copy the generated URL and send it to your subscribers through email channel.
• Via script. Copy the generated code and add it to one of the pages of your website.

Step 6. Analyze responses

Form analytics is available under "Analytics" → "Forms". Here you can see how many times the form was opened, how many times it was filled out, and how often users closed the page without filling the form out.

Analyze form

Conclusion

Forms are a tool that will help you automate the collection of applications for an event, receiving feedback from customers and expanding your customer database through subscription to mailing lists. You can create your own form in the Altcraft Form builder. When the form is ready, the platform generates a code and a link. You will only have to share the link with subscribers or paste the code on the site page.