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Online Forms

Online Form Best Practices

Increase conversions with well-designed online forms.

Overview

A well-designed online form is easy to understand, quick to complete, and collects accurate information. Following best practices helps improve completion rates, reduces errors, and creates a better experience for everyone who submits your forms.

Whether you are building contact forms, registration forms, surveys, applications, or lead capture forms, these recommendations will help you create professional and user-friendly forms.

Good to Know:
The best forms collect only the information that is necessary. Shorter, well-organised forms are generally completed more often than long and complex ones.

Plan Before You Build

Before creating your form, identify exactly what information you need and how it will be used.

Question Why It Matters
Who will complete the form? Helps determine the appropriate language and questions.
What information is required? Prevents unnecessary fields.
What is the purpose of the form? Keeps the form focused on a single objective.

Choose the Right Field Types

Use field types that match the information you want to collect.

Information Recommended Field
Name Short Input
Email Address Short Input (Email)
Phone Number Short Input (Telephone)
Date Short Input (Date)
Multiple Choices Checkboxes
Single Choice Radio Button
Long Responses Long Text

Keep Forms Simple

  • Ask only for information that is genuinely required.
  • Avoid duplicate questions.
  • Use short and clear labels.
  • Place related questions together.
  • Keep instructions brief and easy to understand.

Improve User Experience

Recommendation Benefit
Use placeholder text Shows users what information is expected.
Use appropriate input types Improves data accuracy.
Organise fields logically Makes forms easier to complete.
Use Plain Text sections Separate different parts of longer forms.

Use Dynamic Parameters When Appropriate

Dynamic (Personalized) Parameters can automatically populate known information, reducing manual typing for users.

Recommended Use Example
Personalised registrations Pre-fill participant details.
Bulk personalised forms Generate unique links for multiple recipients.
Known customer information Automatically populate existing values.

Test Before Publishing

Always test your form before sharing it with users.

  1. Complete the form yourself.
  2. Verify every field works correctly.
  3. Check uploaded documents if File Upload fields are used.
  4. Confirm submissions appear in Dashboard → My Drive → Leads.
  5. Review the form on different devices and browsers if applicable.

Review Responses Regularly

After publishing your form, regularly review submissions from the Leads dashboard.

Activity Recommendation
Review new submissions Check the Leads dashboard regularly.
Export data Create periodic backups of important submissions.
Download documents Export uploaded files when required.
Delete unwanted records Remove obsolete submissions after review.

Common Mistakes to Avoid

  • Creating forms that are longer than necessary.
  • Using unclear or confusing field labels.
  • Selecting the wrong input type for collected data.
  • Publishing a form without testing it first.
  • Not reviewing submissions on a regular basis.

Troubleshooting

Users are abandoning my form

Reduce the number of questions and organise related fields together to make the form easier to complete.

I'm receiving inaccurate information

Use the correct input types, clear labels, and helpful placeholder text to guide users.

I cannot find submitted responses

Open Dashboard → My Drive → Leads, select the appropriate form, and click Search.

Users forget to upload required documents

Include a File Upload field only when documents are genuinely required and clearly explain what should be uploaded.


Frequently Asked Questions

How many fields should a form contain?

Only include fields that are necessary to achieve the purpose of the form.

Should I use placeholders?

Yes. Placeholder text helps users understand what information should be entered into each field.

Can I personalise forms for individual users?

Yes. Dynamic (Personalized) Parameters allow selected fields to be automatically populated.

How do I monitor new submissions?

Sign in to your account and review the submissions in Dashboard → My Drive → Leads.


Learn More:
Explore the other Online Forms guides to learn more about creating forms, customizing fields, managing responses, embedding forms, and using Dynamic (Personalized) Parameters effectively.
Tip: Before publishing any form, ask yourself whether every field is truly necessary. Removing unnecessary questions often improves completion rates while making the experience faster and more user-friendly.

Need more help?

Our support team is always happy to assist you.

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