Our Forms tool is a powerful way to collect structured data, engage with customers, and automate your workflows. Whether you’re gathering feedback, signing people up, or collecting profile data, these best practices will help you get the most out of your forms.
Create a Form for Each Channel & for Each Location
To maintain clarity and accurately track where your submissions are coming from, it’s best to create a separate form for each channel & each store you plan to use. This makes it easy to track and analyse the performance of your outreach. For example, if you have 4 locations, instagram promotions and website sign ups, you would need 6 Forms.
Survey Frequently to Build Your Data
Don't wait for one perfect moment to launch a form. The most successful users gather customer feedback regularly through short, focused surveys. This consistent collection of insights allows you to build a rich dataset over time, spot trends early, and make informed decisions. A habit of frequent surveying ensures you're always tuned in to what your customers are thinking, feeling, and needing.
Use Contact Attribute Blocks When You Want to Store Data
If you’re planning to use any of the form responses later—for segmentation, personalization, or automation—it’s critical to use contact attribute blocks. These are the only fields that actually store the data in the contact profile. Custom or static text blocks might be visually useful or helpful for context, but any data entered in those blocks won’t be stored in the contact profile. It will exist only on the form submission itself.
Promote Your Form QR Codes Aggressively
QR codes are a low-friction way for people to access your forms, especially in physical environments like stores, events, packaging, or printed materials. Promote your form QR codes as widely and consistently as possible to increase visibility and engagement. Make sure the codes are clear, accessible, and printed in high quality. The more places you feature them, the more chances you give people to interact with your brand and submit their information.
Design Once, Then Duplicate
Save time and keep your visual branding consistent by creating a single, polished form layout as a starting point. Once you’ve built this master template, you can duplicate it whenever you need to create a new form. Just swap out the fields depending on the specific data you want to collect.
Link Forms to Automations
Always link your forms to an automation to drive value from each submission. For example, you might send a follow-up email thanking someone for their time, reward them with loyalty points, or issue a voucher. Automating this response makes the interaction feel immediate and engaging, increasing the likelihood of continued engagement.
Use Public Forms by Default
In nearly all cases, public forms are the right choice. Unless you have a specific reason to include a step for verification, use public.