Read through our BUILD infographic whenever you need a quick refresher! For shared accounts, a multi-form workflow with Redirect URLs follows conditional rules that send respondents to different forms depending on the information they submit. Data will be collected and connected to your CRM as the user travels through the forms. This allows respondents to still provide the information you need with multiple connected web forms that load faster.įormAssembly simplifies this process with the Workflow feature, which allows you to split forms into multiple smaller forms that have connectors. To avoid unnecessary slowdowns and frustrated respondents, a multi-form workflow or a form with multiple pages is a good solution. If respondents are using outdated browsers or have unreliable internet, this can make this slowdown even more pronounced. This sometimes occurs if your form has custom code, conditionals, or calculations, or if it has multiple pages or fields. You may find that your form loads or runs slowly during the testing phase. FormAssembly offers the reCAPTCHA feature in our form builder to improve the experience of users and prevent spam. In these instances, Google reCAPTCHA can enforce JavaScript in the browsers of your respondents to ensure your form works properly. Test the web form again after it is officially published.Īdditionally, it’s a best practice to consider the type of respondents who may have JavaScript turned off on their device and those who are using older web browsers.Verify that the web form works correctly across multiple browsers.Ensure the password field initially displays as dots or asterisks.Check that reCAPTCHA is working properly, if enabled.Verify that PDF or image attachments can be successfully uploaded.Review the error message for an incomplete or inaccurate form submission.Check to see if data is saved to the corresponding fields in the database.Verify that email, phone, and other specific fields are properly validated.Check that necessary fields are marked as required.Verify that form labels are concise, clear, and separated from other fields.It’s a good idea to complete the life cycle testing at least twice to catch any errors before the form is published on your website. Once you’ve created your form, the next step is to test each step within the form’s life cycle. Has no form fields labeled as “Required”īefore adding additional fields, images, sections, and text, be sure to take your MVF through one or two rounds of testing, as outlined below.Has properly working connectors to Salesforce or other integrations.Has all requirements to meet your use case needs.Minimum viable form buildingĪ minimum viable form (“MVF”) is defined as the smallest iteration of your web form that is easy to test quickly before you add more fields. If an error occurs, you’ll be able to determine where it occurred and fix it quickly. Your objective is to test this type of form incrementally and as many times as possible. After making a calculation on your form.After finishing every page of your form.For this type of building, make sure you wait to mark form fields “required” until the end, so you can easily stop and test your web form in the following instances: This type of form building follows a linear progression as you move throughout your form, from section to section. Incremental buildingīased on the style or length of your web form, you can benefit from two different ways you can build your form: systematic form building and minimum viable form building. Will it be a laptop or a mobile device? This can affect everything from what type of form you build to the experience your users will have. Whether your respondents are customers, students, coworkers, or other businesses, consider their most-used device. Knowing who is filling out your web form is important, but so is the device they’ll most likely be using. Measure twice, cut once! Understand your users The more organized your plan, the easier it will be to build your form. How you answer these questions will help determine which fields you’ll need in your web form. Which type of data will the respondent input?.What type of respondent will complete the form?.To keep your form simplified and targeted, answer the following questions before you start building: It’s important to only collect the data you need and no more. You wouldn’t begin building a house without detailed, careful planning. Keep these “BUILD” web form best practices in mind when creating a new form: Unsure of where to start when first designing and building your web form? We’ve created a simple acronym to help you stay organized.
0 Comments
Leave a Reply. |