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Top 5 Practical Ways to Use Formstack in Marketing

Abby Nieten
September 11, 2017
Min Read

Formstack’s online form technology gives businesses an easy way to collect and manage information. No matter the industry or business size, our smart online forms can be customized for every team and any problem.To help you better understand what’s possible with Formstack, let’s take a closer look at just one team: marketing. Here are 5 key ways Formstack can move your marketing strategy along:

1. Lead Generation

The overarching goal of marketing is to generate leads that will hopefully turn into customers. To this end, here’s what Formstack provides:

  • Professional, branded forms (for contest entries, newsletter signups, content downloads, and more) that can be embedded or shared on websites or social media pages
  • Conversion optimization features that provide valuable insights on campaigns and captured leads
  • Integrations (with apps like Salesforce, MailChimp, and PayPal) that automate online lead generation efforts

Need proof? Digital marketing agency Napkin Marketing uses all the above to turn client sites into true lead generators.

2. Event Planning

Event planning can be a big part of a company’s marketing strategy. Whether you plan online events like webinars or offline events like conferences and networking meetups, organization is key. To keep all your event details in line, you can use these Formstack offerings:

3. Market Research

Conducting research on your target market can help your marketing team create relevant messages and campaigns. You can also use market research to compile data for informative infographics or research reports. Enhance your research efforts with these Formstack features:

  • Market research surveys that you can share via email or social media to gather relevant data from those in your target audience
  • Customizable submission reports that you can use to analyze the data collected

Need proof? Here at Formstack, we created our own marketing research survey to help us compile data for our State of Lead Capture report.

4. Testimonial Acquisition

Gaining consumer trust can be tough. But having a trove of raving reviews or customer testimonials to share can make a big difference. People are more apt to trust an unbiased voice than a salesperson trying to close a deal. Formstack can help you gather up-to-date testimonials through these offerings:

  • An online testimonial form that allows customers to quickly and easily submit quotes about their experience with your product or service
  • Notification emails that alert you whenever someone submits a new testimonial

5. Project Requests

Marketing departments spend much of their time crafting campaigns to bring in business, but they also periodically field service requests from other departments. For instance, the HR team might request design help for an employee handbook, or the customer support team might request copy help for support documentation. Formstack provides a few tools to help with these requests:

  • Project request forms that allow people in other departments to easily provide details on projects that require marketing resources
  • An Approvals feature that automatically routes project requests to the appropriate member of your marketing team
  • Zapier integrations that allow you to connect your project request form to your project management tool (e.g., Trello or JIRA)

Marketers juggle countless tasks and projects that can be simplified with a data management solution like Formstack Forms. To drive this point home, we’ve put together an infographic that walks through the steps of a streamlined lead generation process. Click below to take a look.


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Abby Nieten
As Senior Manager, Content Strategy, Abby leads an amazing team of marketing content creators toward a shared content vision. She's been growing with Formstack since 2015 and spent several years as a professional editor before that.
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