NEWS FROM OUR PARTNER THE EXCHANGE FormAssembly Fall 2023 Minimize User Effort Put yourself in your respondent’s shoes. You don’t want to 昀椀ll out a form that goes on forever and asks for irrelevant information, and your respondents don’t want to either. Determine the essential information you need to collect through your form and try to keep it to a minimum. Data minimization is not just a best practice for customers, it may be required by law. Making a good 昀椀rst impression with your organization’s forms starts Use Your Existing Data with having the right solution. FormAssembly’s You want clean customer data, and your users want to avoid data collection platform reentering information they’ve already provided. Pre昀椀lling allows you to easily create accomplishes both. Pull user data from existing Salesforce records branded forms with a directly into your forms to minimize e昀昀ort for both you and your drag-and-drop builder, respondents. They enter a fraction of their information, and you skip the task of correcting mistyped information. collect data, and connect it to Salesforce with a 4 Steps to Better powerful bidirectional Create a Logical Layout integration. With Salesforce-Connected FormAssembly, you’ll Web forms are like a conversation with your customer. Like improve data quality, Web Forms any good conversation, it provides just the right amount of reduce manual work, information to bene昀椀t the business and asks the right questions and streamline the data to engage the user. Emphasize key questions with styling or Over 60% of visitors will abandon a web make them mandatory, add section headers or pages to break collection experience up information (e.g., contact information, payment details, etc.), for both you and your form if it’s too confusing or complicated. implement features such as conditionals or hidden 昀椀elds to make Don’t let a poorly designed form make a bad the layout cleaner, and always provide a clear call to action (CTA). customers. 昀椀rst impression on your potential customers. The most e昀昀ective way to create user-friendly Bring Your Brand and Style Learn more forms is to pay close attention to the overall design. Following user experience (UX) and Adding color to your forms not only helps maintain consistent user interface (UI) best practices can seem branding but also plays a role in how users engage with your about FormAssembly on complex, but we’re here to break it down and web form. Web forms that use too little or too much color can have a negative and confusing e昀昀ect on users. A best practice AppExchange. simplify it for you with four pieces of advice. is to reserve your brand colors to elements that need to stand out, such as your logo or CTA button, headers, links, and error messages.