The Top 9 Things to Do with Your New (or Upgraded) Formstack Account

Written by Heather Mueller on June 29, 2015

Posted in Form Hacks

New to Formstack? Getting accustomed to the latest conversion optimization features of our Platinum plan?

Whether you’re new to form building and conversion rate optimization or simply need a refresher course, get up to speed by following these nine quick steps.

1. Customize your domain
Customizing your subdomain will allow you to brand your forms’ URLs. Adding your company’s name to the links you share with users is a great way to establish trust and be seen as legitimate.

2. Build your first branded theme
If you’re new to Formstack, the theme builder is about to become your best friend. This time-saving tool makes it easy to create templates that incorporate your brand’s logos, colors and more. You can use the in-app theme gallery, start from scratch or add custom CSS styles. Create a theme once and apply it to as many forms as you like!

3. Set your benchmarks
Whatever your goals may be—drive more orders, capture more leads, increase registrations—setting benchmarks early will help your team stay on track and ensure you’re getting a real return on investment. If you’re not sure where to start, these Form Conversion Rate Benchmarks and the Form Conversion Report are two good places to start.

4. Use our guides to build your first form
Whether it’s an event registration, lead generation form, student survey or another type of form, the Formstack blog is packed with tips and tutorials to make sure you maximize every form-building feature you need to create high-converting forms.

5. Set up integrations and plugins
Formstack accounts come packed with dozens of integrations and plugins—many of them so effective that companies are starting to use Formstack as an alternative to Survey Monkey, HubSpot and other costly platforms. At a minimum, be sure to sync every form with your customer relationship management platform and Google Analytics. Formstack also integrates with many other popular tools, including:

6. Promote your form.
Worried people won’t be willing to tear themselves away from other tasks to fill out your form? You’ll love the Facebook Tab Embed. This feature lets you publish your form right within a tab on your Facebook page, so your followers won’t have to leave their favorite social media site to fill it out. It takes social media promotions to a whole new level. You can also automate custom tweets to help spread the word. And be sure to feed submissions to your  email marketing platform for future promotions.

7. Follow up on submissions
With automated confirmation emails and custom redirects, it’s easy!

8. Measure Conversions
Time to revisit those benchmarks. Formstack gives you massive, data-crunching analytics every time you log in.  Unique views, conversion rates, and abandonment rates are available for each form. And if you’re a Platinum-level user, you’ll get even deeper insights through Field Bottlenecks and  Partial Submissions.

9. Get comfortable with A/B testing
Hands down, this is the best way to ensure you’re getting real ROI from your forms. A/B form testing lets you identify exactly which fonts, colors, fields and other elements lead to the most conversions. (Check out these case studies for examples.) And it’s not nearly as scary as it may sound. Once you get the hang of it, many split tests take minutes to set up and deliver useful insights within days.

Have a question about making Formstack work for your needs? Email us any time with your questions, or post them in the comments.