Audit Your Forms for Success

Forms on your website allow for interaction between your business and new leads.

If you have a contact form or request a quote form on your website, when is the last time that you reviewed to make sure the form is ready to bring you the best possible leads? Customers want to be able to interact with you quickly and easily so it is worth taking the time to review forms on your website.

Quick Tips to Ensure Your Form is Ready for Interaction

1. Evaluate if the form is loading correctly and appears in the correct location on the page.
   • Review the form on both mobile and desktop devices.
2. Verify that you are gathering the information that you need to reach out to potential new leads or existing customers.
   • Common form fields are name, company, email, and phone.
   • Fewer fields on a form may lead to a quicker conversion but you may not get the information you need to qualify a lead.
3. Test the form yourself to review the message that potential leads and current customers see once the form is submitted.
   • If an error message is displayed, ensure that it is visible and easy for users to understand on what is needed to submit the form.
   • It is helpful to include an expected response time or provide customers with an action to take while they wait for a response. An example is “We will respond to your message within 2 business days. While you wait, read about what is new at Vivid Image.“
4. After submitting the form, check to ensure that you receive the notification emails that you have set-up.
   • This is a good time to double check that notifications are being sent to the correct individuals in your organization or company.
   • Delete any individuals who should no longer receive the form notifications or add additional individuals.
5. Forms are often integrated with third party applications like Constant Contact, MailChimp, or ActiveCampaign. If your form is connected to a third party application, verify that the correct data is sent to this application.
   • Check if contacts are added to the correct email list.
   • If new fields have been added to the form, connect these new fields with your integration.

We recommend that you review your forms on a quarterly basis. For other great daily to yearly website maintenance tasks, view our website maintenance checklist.