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Collect Information With Form

InvestGlass provides a powerful, intuitive solution for digital onboarding and data collection, making it easier than ever to gather, analyze, and organize essential information through customized online forms.
Digital on-boarding
Switzerland Sovereignty first
Loan simulator for retail bank
sumsub
Arab Bank Switzerland
Arab Bank Switzerland
open-geneva
open-geneva
Aeon Investments
Arab Bank Switzerland
Arab Bank Switzerland

How to Collect Information With Form?

Step 1
Identify the primary objective for your form (e.g., onboarding, lead generation) and outline the essential data points needed to meet this goal. Use conditional logic to make sure only relevant fields appear, ensuring clean, focused data collection.
Digital forms
Step 2
Leverage the InvestGlass drag-and-drop builder to add and organize fields, grouping related information for a logical flow. Apply custom styling, tooltips, and validation rules to create a professional, user-friendly form experience.
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Step 3
Preview and test the form to ensure everything functions as expected, then deploy it via embed, email, or link sharing. Monitor completion rates and drop-off points using InvestGlass’s analytics to refine form performance over time.

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How the Form Builder Encourages More Detailed Responses

To effectively gather more detailed information from form takers, the form builder employs a few key strategies:

  • Personalization: By incorporating the respondent’s name or other personalized elements, form takers feel more engaged. This personalized touch makes the form feel less generic and more tailored to the individual’s experience, encouraging them to share more.

  • Dynamic Follow-up: As users provide answers, the form adapts by asking follow-up questions relevant to their previous responses. This dynamic approach not only captures detailed information but also maintains the respondent’s interest, avoiding repetitive or irrelevant queries.

  • Personal Touch: Concluding the form with a personalized message makes respondents feel valued. This could be a warm thank you note or a summary of their input, showing appreciation for their time and encouraging them to be more forthcoming next time.

These tactics, when combined, create an interactive and engaging experience that motivates users to provide more comprehensive information.

Seamless Features for an All-In-One Customer Journey

Modern forms transform the customer experience by incorporating innovative features that guide users from start to finish. Here’s how they enhance the entire journey within a single form:

  • AI-Powered Form Creation: Harness artificial intelligence to design intuitive forms that adapt to user responses. These intelligent forms streamline the process, ensuring ease of use and increased engagement.

  • Integrated Scheduling: Users can book appointments or meetings directly within the form. Integrating calendaring tools such as Google Calendar or Microsoft Outlook ensures a smooth scheduling process without needing external tools.

  • Dynamic Calculations: These forms simplify complex processes by embedding real-time calculations. Whether estimating costs, potential savings, or custom configurations, they handle everything seamlessly.

  • Lead Scoring Automation: Prioritize high-quality leads through built-in scoring systems. The form can rate and categorise leads by analysing user input, helping businesses focus on the most promising opportunities.

  • Personalized Follow-Up Communications: Automate tailored messages to users, customising content based on their responses after submission. This saves time and fosters a deeper connection with your audience.

By integrating these features, forms become a data collection tool and a comprehensive system supporting a complete customer journey.

Effective Uses for Forms in Your Business

Forms are essential for businesses to collect valuable information, streamline operations, and enhance customer interactions. Here’s how signup forms, feedback forms, and order forms can be specifically utilised:

1. Signup Forms: Building Your Audience

Signup forms are crucial in growing your subscriber list and audience base. Here’s how they are typically used:

  • Capturing Contact Information: Gather names, email addresses, and other relevant details to communicate effectively with potential customers.

  • Facilitating Event Registrations: Collect necessary attendance details to allow potential attendees to register for events, webinars, or workshops.

  • Offering Exclusive Content: To further engage users and offer access to newsletters, ebooks, and other gated materials in exchange for signups.

2. Feedback Forms: Gaining Insights

Understanding your customers’ experiences and opinions is critical to improving. Feedback forms are invaluable for:

  • Post-Purchase Evaluations: Collect feedback on customer satisfaction and product or service quality directly after a transaction.

  • Experience Surveys: Understand how users interact with your platform or services by allowing them to rate and provide detailed feedback.

  • Suggestion Box: Encourage customers to share ideas or concerns, promoting a sense of involvement in your business’s growth.

3. Order Forms: Streamlining Transactions

Order forms are essential for effectively selling products or services online. They are used to:

  • Process Payments Securely: Facilitate transactions by integrating secure payment gateways, ensuring customer peace of mind.

  • Customize Purchases: Customers can specify order details such as size, colour, and quantity, enhancing their buying experience.

  • Automate Order Fulfillment: Streamline inventory and shipping processes by capturing all necessary order information upfront.

By strategically utilising these forms, businesses can efficiently gather critical data, enhance customer satisfaction, and drive sales, ultimately supporting a more cohesive and interactive customer experience.

Unlocking Insights from Form Data

Gathering data through forms is just the beginning. The real value lies in the insights you can extract and use to help you develop your strategies. Here’s what you can uncover:

  • User Behavior Patterns: Analyze how users interact with your forms to understand drop-off points, completion rates, and the questions that engage or confuse them.

  • Demographic Information: Extract valuable details about your audience, such as age, location, and preferences. This information can help tailor marketing campaigns more effectively.

  • Content Effectiveness: Identify which form fields or questions yield the most substantial responses. This insight can guide you to refine your message for clarity and impact.

  • Conversion Strategies: Examine the collected data to detect conversion trends and determine which incentives or barriers influence user decisions.

  • Personalization Opportunities: Use the gathered data to customise future interactions with your audience, offering a more personalised user experience that can enhance engagement.

Harness these insights to optimise your forms and maximise the data quality collected, setting the stage for informed business decisions and improving overall performance.

The Impact of Using a Form Builder Compared to Professional Market Research

Utilising an interactive form builder can significantly amplify your response rate. Companies often experience triple the responses from traditional, professionally commissioned market research studies.

Why Choose a Form Builder?

  • Engagement: Form builders are designed with user-friendly interfaces that engage participants more effectively, promoting higher completion rates.

  • Cost Efficiency: Crafting your surveys is typically more affordable than hiring a market research firm, offering considerable savings while delivering quality insights.

  • Flexibility and Speed: Easy customisation options allow you to quickly adjust questions to suit your target audience, accelerating the entire research process.

  • Real-Time Feedback: Immediate access to data allows for fast analysis and agile decision-making.

In summary, opting for a form builder over professional market research can substantially increase participation and offer economic and strategic advantages.

Digital forms
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With InvestGlass Your Data is Safe in Swiss Cloud solution

Data sovereignty refers to the concept that information, which has been converted and stored in binary digital form, is subject to the laws of the country in which it is located. In a world of increasing cross-border data flows and varying data protection laws, ensuring data sovereignty has become a significant concern for business operations, especially when using cloud providers. InvestGlass, an independent Swiss company, stands out as the best solution to address these concerns. Switzerland’s robust data protection measures, combined with InvestGlass’s dedication to data localization and indigenous data sovereignty, offer unparalleled assurance. InvestGlass’s cloud infrastructure is tailored to safeguard against compromise, ensuring data is stored and transmitted securely, in compliance with international data privacy regulations like the General Data Protection Regulation (GDPR). Beyond just storing data, InvestGlass offers comprehensive data audits and data mapping features to assist businesses in maintaining control over their data, keeping it secure in the exact geographical location dictated by relevant laws. Whether it’s data residency options, data protection policies, or governance processes, InvestGlass is adept at navigating the complexities of data sovereignty requirements, making it an ideal choice for companies conducting business in various jurisdictions.