4 Steps to Optimize Your Form’s Mobile Experience

Written by Sarah Quezada on January 29, 2015

Posted in Form Optimization, Mobile Forms

Mobile optimization isn’t just a fancy phrase: it’s an essential part of your digital marketing strategy. Now that more than half of all web traffic is coming from mobile devices, marketers are working to improve the mobile user’s experience.

Your Formstack form is already mobile-optimized, meaning that users can access it on any device and it will look awesome. But did you know that you can improve your customers’ experience even further? Simple design choices can make a big difference in how your form appears on mobile devices.

Step 1: Keep It Short
We all know that long forms can be a pain to fill out. They’re even worse on mobile devices! Too much tapping, scrolling, and correcting leads to higher abandonment rates. When building a form, ask for the essentials but don’t go overboard. Keep required fields to a minimum so users can cruise through the form quickly.

Step 2: Take Advantage of Conditional Logic
Conditional logic is a feature that reveals additional form fields based on how your user answers the form. For example, if someone selects yes, I am interested in receiving more information, conditional logic can make an email address field appear. If the user selects no, then the form remains the same. Conditional logic is great for mobile because it keeps your form as brief as possible for your users.

Step 3: Choose Fields Wisely
When you are using your smartphone, what is easier— a quick tap or typing? For most people, it’s much quicker to tap an option than to input full sentences. Checkboxes and radio buttons are simple to tap on a smartphone or tablet, and they display all of your user’s choices at once. Select lists, which are drop-down options, help to keep the form short but require scrolling through your choices. Keep short- and long-answer fields to a minimum.

Step 4: Put Your Form to the Test—on a Mobile Device
You’d be surprised at how many people forget this step! Ask your colleagues to fill out your form on their devices and give you feedback on their experience. You may discover that you included too many required fields or that you could switch your select list to radio buttons. Since an abandoned form is a lost lead, simplifying your form to mobile can increase your conversion rate.