How BoldThink Creative Streamlined Client Management with Formstack and WordPress

Written by Abby Nieten on May 29, 2015

Posted in Analytics, Case Studies

Principal and co-founder of BoldThink Creative, Theresa Goodwin, believes each strategy should begin with aligned, measurable results specifically tailored to a client’s business needs and goals. (What a coincidence – so do we!)

BoldThink lives this principle every day, creating strategic websites that integrate responsive web development. In short, BoldThink’s sites don’t just look good – they’re built to inform clients with data-driven insights, designed with optimization for mobile technologies in mind, without compromising data and other important information.

To support this integrated back-end infrastructure, BoldThink tapped Formstack to bolster its testing capabilities and to help better engage with its customers.

BoldThink Creative

BoldThink is a team of marketing and branding experts that help clients build, grow, and nurture their company brand. They not only build brands that inspire, but also drive prospects to take action. BoldThink typically works with companies who want to get a better understanding of their competition, find their niche in the industry, get a better handle on understanding data and analytics, and plan their next killer marketing strategy.

Indianapolis, Ind.

The Problem:
BoldThink’s clients often need a better understanding of who is visiting their website. To help, BoldThink sought a simple solution that could not only track this traffic, but also help with lead generation. Also critical for BoldThink’s goals: A solution that plays well with WordPress.

“We use WordPress as our CMS a majority of the time, so our agency required an easy way to embed a contact form on a website that wasn’t just a standard plugin, which can often pose security threats if not kept up to date,” Goodwin shared.

BoldThink considered a number of other contact form applications, as well as standard CRMs with form integrations. But at the end, the agency’s confidence was won over by Formstack’s ability to create simple and easy-to-use forms that can be as complex as necessary.

The Solution:
BoldThink loved the fact that Formstack was quick to implement (with no learning curve or lengthy training involved), and that its user-friendly platform could be rolled out and deployed immediately.

Formstack’s web form plug-in for WordPress was also a perfect fit for BoldThink’s needs, allowing staff to embed forms with just the click of a button. Powered by a widget that allows users to embed Formstack web forms into a sidebar of your WordPress site, it also automatically optimizes the web form’s CSS so that the forms fit and look great, too.

Customer service is also top-notch, according to Goodwin. “We love Formstack’s customer support. If we ever have any issues, it’s easy to get the help we need to resolve the problem. We feel like they really listen to agency’s needs and are constantly working to make their product better.”

The Outcome:
Today, Formstack helps BoldThink evaluate its clients’ landing pages and contact forms to develop a better understanding of what’s working – and what’s not.

“Formstack allows us to see where the bottlenecks happen when we are collecting information and if needed, we can try different form variables to see what’s more successful,” Goodwin shared.

The agency enjoys Formstack’s nimble interface, which allows the BoldThink team to go into the dashboard and change out or edit forms frequently. This allows the agency to easily make adjustments and to constantly optimize performance.

BoldThink’s clients also love the fact that the agency can deliver a spreadsheet that details all of the leads that have come in through their contact form or other landing pages.

“And it makes showing the return on investment – and proving the worth of our service – so much easier for our agency,” Goodwin concluded.

Try Formstack for Yourself!
Take advantage of many of the features Goodwin and Boldthink Creative use – from Field Bottlenecks to our WordPress integration – by signing up for a free 14-day trial of our Platinum plan. In addition, get access to many more top-tier features, including Form A/B Testing, Social Media Autofill and Facebook Tab Embed.

Sign Up for a Trial!