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There are a lot of factors that contribute to a better user experience on a website. Pages need to load quickly to give users peace of mind and efficiency. Navigation must be clear and straightforward, with direct pathways for visitors to follow when finding your contact pages, blog posts, and products. Your colors need to work seamlessly together while providing just enough contrast in the areas that need it most.

Excellent user experience needs to be considered for every part of your website that acts as a touchpoint with a potential customer or user.

One of the most significant touchpoints of all is your forms.

All websites need some form of interactive content to thrive. Users need to be able to do something with the site, whether it’s looking for information with a search bar, contacting a team for a quote, making a booking, or completing a purchase. Forms power the majority of the interactive activities available on websites.

If you know how to master great UX on a form, you can contribute to more meaningful interactions between your brands and their customers. But not all web forms are the same. Here are some of the top types of forms you need to master and how you can optimize them.

The “Opt-In” Form

The Opt-in Form is probably the best-known form in the digital landscape. It’s essentially a form that asks visitors to “opt-in” to a specific offer. Sometimes, this means signing up for a webinar; other times, it’ll be agreeing to an email newsletter or a regular series of blog updates.

Opt-in forms grab attention quickly and ask for something specific from the audience. For instance, this example from HuffPost encourages visitors to “Subscribe to the Morning Email.”

Opt-in forms are all about generating action.

Sometimes, they’re placed at the bottom of a landing page after a company has had a chance to explain precisely what they’re offering. Other times, you’ll find the opt-in form situated on a sidebar of a website, constantly enticing people to “sign up” if they like what they see on a blog post or article.

It’s also common for opt-in forms to appear as pop-ups and exit pop-ups on modern websites. For example, a brightly colored opt-in form that promises an immediate benefit to a customer could encourage them to hand over their details before they abandon your website.

How to Design a Great Opt-In Form

So what kind of best practices go into an excellent opt-in form?

  • Start with simplicity: If you’re asking your visitors to do something, don’t overwhelm them with too big of a request straight away. Keep the form short and simple, so it doesn’t seem like too much extra work for the visitor. Something like “Subscribe to our newsletter” should ask for nothing more than an email. 
  • Highlight the benefits: Most customers won’t want to give you a place in their inbox or the opportunity to interact with them further unless you can offer something in return. Even if you’re asking for something small, like an email address, let the customer know what’s in it for them. In the HuffPost example above, the company highlights that you can wake up to the day’s “most important news.” 
  • Give the visitor the power: Let your visitor know they’re in control here. They want to see that they’re getting exactly what they need from you in exchange for their contact details. This means reassuring them that their email address won’t be used for spam, like H&B Sensors does here: 

The Contact Form 

The Contact Form is another crucial part of building an effective UX for your website – but it’s also an element that web designers and business owners often overlook. When customers decide they want to learn more about a business, they need a quick and easy way to get in touch.

Contact forms need to be easy to find and use on any website. Usually, your user will expect to see a link to the contact form situated somewhere at the bottom of your webpage. It might be called “Contact Us” or “Customer Support.” Avoid anything that would go over the user’s head.

Aside from being easy to track down, your contact form also needs to reassure an audience that they’re making the right decision by getting in touch. Therefore, the content needs to be short, sweet, and authoritative—highlight why the user might contact your company and how they can do so.

Avoid any unnecessary information in the contact form. For example, you don’t need to know your client’s age and their job to answer a question about where their nearest physical branch is. Keep form fields to the point, or you’ll chase customers away.

How to Design a Great Contact Form

Design something personalized but straightforward to make the most of your contact form. Use features like smart content and conditional logic, if possible, to adapt the page to the user’s needs. Dynamic content is becoming increasingly valuable these days. Other best practices include:

  • Set the right expectations: Let your customers know how active you are and how quickly they can expect to hear back from you. Imagery and the right fonts can also set expectations about the kind of communication your audience can expect. For example, this contact page from the Marvel app is fun and playful, like the company itself:

  • Provide multiple options: If your customer doesn’t want to use your contact form, give them another way to get in touch. Ensure the contact page includes information like where to find you on social media and your professional phone number. 
  • Simplify things on your end: To ensure that you can contact your audience as quickly as possible, allow your customers to choose a specific subject that their query is connected to. Allowing them to choose “Sales” or “Order issues” means you can automatically direct the message to the right team member on the back-end. 

The Online Payment Form 

Sometimes, when your customers have seen what you have to offer and they’ve checked out the competition, they decide to go ahead with their purchase. To facilitate this, you’re going to need an online payment form. Online forms ensure that your customers can safely enter their credit or debit card details to purchase whatever you have to offer.

Most payment processing companies like PayPal, Square, and Stripe come with payment forms included, so you can easily embed them into a website in minutes. However, there’s always the option to customize those payment forms.

For instance, ideally, you’ll need a payment form that keeps your customer on the same page, so they don’t have to log into another browser to make their purchase. The fewer transitions your client has to make, the safer they’ll feel.

How to Design a Great Payment Form

When designing any payment form, simplicity and security are the two most important factors. Your customer should be able to enter their information quickly and easily and get through the transaction process without worrying about their details.

Remember to:

  • Keep it simple: The fewer fields the visitor has to fill out, the better. Customers still feel uncomfortable sharing personal information and payment details online. Make the experience as painless as possible. If your client already has an account with your business, you might create a system that automatically fills some of the fields, such as their email address, name, and billing address. 
  • Offer the right integrations: The proper payment forms will integrate with the payment services your customers prefer to use. Options include PayPal, Stripe, Square, Verified by Visa, and Mastercard. Get a developer to integrate the right APIs with your form to give your customers the broadest range of options. 
  • Ensure security: Give customers peace of mind by providing as much security evidence as possible. An SSL certificate that places the padlock on the top of the browser next to the URL is a great way to make customers feel more secure. Integrating verification options so your customers can avoid fraud issues is another significant step. Sometimes just putting logos from the card types you accept on the page will make a customer feel more secure. 

Support Forms

Some companies bundle the contact form and the support form together. Others have a separate support form to get their queries routed directly to the people most capable of helping them. If you want to take the second route, it might be a good idea to design a “help” section on your website where you can locate the support form.

The “Help” section on a site often appears alongside other links on the footer. For instance, it could appear alongside “About” links and “Contact” options. Here’s an example of Hubspot’s Customer Support options:

The best customer support pages come with various ways for clients to help themselves and find answers to their most pressing questions. For example, you might have a search bar where your audience can search for the answers to their queries or a knowledge base full of helpful blogs.

Hubspot allows users to choose between a blog, knowledge base, academy training center, community forum, developer discussion board, and assistance from a certified partner.

How to Design a Great Customer Support Form

Designing a good customer support form is about getting your audience the information they need as quickly as possible. Once again, you’ll need to stick to as few form fields as possible here to avoid angering an already frustrated customer. Also, remember to:

  • Ask for the right information: Find out what the query is about by giving the customer a drop-box menu full of possible topics to choose from. If you need a product reference number or something similar, ask for that at the top of the form, then allow the customer to provide extra information about their query underneath. 
  • Set expectations: Let your customers know when they can expect to get a response to their concerns and provide them with advice on what to do next. For instance, you could invite them to check out your knowledge base while they wait for a response. 
  • Keep it simple: Avoid using technical jargon on your support request forms. Be direct in your requests for summaries of the issue at hand, contact information, and other supplemental data. 

Customer Feedback Forms

According to Microsoft, around 96% of customers say that customer service is crucial in determining their loyalty to a specific brand. Another 52% of global customers believe that companies need to respond to the feedback provided by customers.

To ensure your customer service strategies are on-par with what your customers expect, you need to get feedback from your audience. That’s where a feedback form comes in. Customer feedback forms often appear after a client has finished purchasing on the “thank you” screen. They may also occur after a customer has completed a service interaction online.

Here’s an example of an Apple feedback form:

How to Design a Great Customer Feedback Form

By leaving you feedback, your customer is doing you a massive favor. They’re giving you a chance to learn from your mistakes and improve the service you can give next time around. Feedback is one of the best tools for any business that wants to grow and thrive.

If you want your customers to use your feedback forms, you’ll need to make them as simple as possible. Your customers don’t have time to waste on a complex form.

  • Don’t make any fields mandatory: Don’t stop your customers from submitting a form unless they’ve completed every field. Allow them to enter the information they consider to be the most important, and that’s it. You can even fill some of the form out for your customer, if possible, by entering their name and email address if they’re already a member of your site.
  • Make it mobile responsive: Remember there are around 3.5 billion smartphone users worldwide. You can’t afford to lose feedback because your form isn’t responsive. Every form should look and feel incredible on any device. 
  • Include a rating option: If your customers don’t have much to say about your service, or they’re not wordsmiths, they might prefer a rating option instead. A one-to-five rating system that allows your customer to judge your product or service on a scale of poor to wonderful is a great way to gain quick information. Check out the Uber Engineering example here:

Though you can pre-enter some information on a feedback form to make your customer’s life easier, don’t overstep your bounds. Adding your customer’s email address to the form is fine if they’re already a customer with you. Pre-selecting the “very satisfied” rating above would look presumptuous.

Top Tips to Improve Every Form Design

The online form is an essential part of any web design project, but it’s also frequently overlooked. Unfortunately, without a good set of forms, your customers will struggle to interact with your company in a meaningful way.

When creating any form, remember:

  • Reduce friction: Reduce the friction for your customers by asking as few questions as possible. The less your customer has to answer, the better. If you can pre-populate forms with information like your customer’s name and email address, this could help. 
  • Keep it simple: Make sure that the form is clean and easy to use. Your customers shouldn’t be confused about where to click or how to submit their information. A single-column design is often better than a multi-column option.
  • Be clear in error messages: Don’t just tell your visitors that something has gone wrong. Let them know what they need to do to submit the form successfully. If possible, use inline validation with real-time feedback to let your audience know that you recognize the information they’ve submitted.
  • Keep data secure: Make sure your audience feels safe by letting them know how you will use this information and why you’re asking for it. If you’re asking for an email address, make the benefits of entering that information clear. 
  • Make fields optional: Allow your audience to add more information to a form if they want to – but don’t demand it. Give some freedom to the visitor. 

The better your forms are, the more effective your interactions with customers will be. Remember, it’s not just the face-to-face interactions that your customers judge when making decisions about your business and whether to trust you. Today’s digital world has prompted a new demand for more meaningful virtual experiences.

Your form could be the first interaction you have with a client, whether it’s a contact form, a booking form, or something else entirely. Get that right, and you can improve your chances of your customers coming back to interact with you again later.

 

Featured image via Pexels.

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The post The Top 5 Form Types to Use in Your Web Design  first appeared on Webdesigner Depot.

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How can your customer reach you? If a client arrives on your website after searching on Google, what can they do to take the next step in a relationship with your brand, without buying anything?

One of the primary aims of any website is to drive conversions. However, it usually takes between 5 and 8 touchpoints to generate a viable sales lead. People don’t want to convert straight away.

Since building a relationship with customers is crucial to success, it makes sense that the contact page would be an essential part of driving results. Unfortunately, a lot of website owners pay virtually no attention to that page. They ask their designer to create a page with their address and phone number on – and that’s it.

What many business owners don’t realize, is that the contact page is the door to deeper, more lucrative relationships with potential prospects. The design of this essential website element needs to be fantastic to drive results.

So, where do you start?

Defining a Well-Designed Contact Page

Let’s start with the basics, what makes a great contact page?

The complete answer to that question depends on the target audience. Some customers will want to see fun and friendly contact pages, complete with social media sharing buttons. Others will want to see a map that shows them exactly how to reach an office or business.

There are a few golden rules to keep in mind, of course. Contact pages should be:

  • Easy to find: Don’t hide the link to the contact page on the website footer. Make it easy for customers to find out how they can get in touch.
  • Simple: Don’t put too much content on this page or it will overwhelm your audience. Just let them know where they can go to get answers to various questions.
  • Professional: Even if you have a friendly brand personality, your contact form still needs to be grammatically correct and well-designed to show a professional edge.
  • Convenient: Make your phone number clickable so customers can use it on Skype. The same can apply for your email address. Provide easy access to social media profiles, and if you have a contact form – keep it short and sweet.
  • Informative: Include all of your contact information in the same place. This may include your address, a map to your location, social media pages, email addresses, and even forums.
  • Accurate: Ensure that the information on your contact page matches the information listed elsewhere. Check directories and Google my Business listings to be sure.
  • Attractive: Yes, a contact page needs to look good too. Plenty of white space will make essential information stand out. A good layout will guide the eye through the page.
  • Consistent: Make sure the contact form on your website matches the brand personality that appears on all of your other pages.

Take a look at the Tune Contact page:

It’s beautifully laid out, with clear information that’s easy to read. The company shows exactly why customers might want to get in touch and how they can reach out. As you scroll through the page, you’ll find additional office locations, email addresses for different teams (sales and support), and links to social media accounts too.

How to Drive Engagement on a Contact Us Page

A good contact page needs to look fantastic, showcase the company’s personality, and capture audience attention. However, there’s a big difference between a contact page that gets the job done, and one that convinces your audience they have to connect with you.

Here are some excellent ways to make your contact us page stand out.

Step 1: Using Color Correctly

Color and color psychology have a massive impact on user experience.

Studies constantly demonstrate the conversion powers of having the right shades on certain pages throughout your website. For instance, changing a CTA button from red to green can increase click-through rates by 27%.

However, every audience is different. The colors that drive engagement on a contact page for your company will depend on your target customer. A/B testing color palettes that match your brand personality is a good way to get started.

One interesting example of colors that make the right impact on a Contact Us page comes from Hubspot. Here, the brand maintains it’s brand color (orange), but it also introduces some new shades that convey trustworthiness and professionalism.

Blue is the most calming and credible color for any brand, The gradient that Hubspot uses here blends perfectly with its brand identity, allowing for a stunning contact page, with CTA buttons that still stand out.

Experiment with colors that can generate the right emotional response from your audience, but don’t ignore the golden rules of color in web design. You still need to showcase your brand identity, and you still need a way of making crucial information stand out.

Step 2: Humanizing the Customer Service Team

Some of the customers that arrive at a contact page are interested in your product or inspired by the potential of your service. Other customers will be looking for assistance because they’re frustrated with something or stressed out.

If you’ve ever had a problem with a product and wanted to reach out to the brand about it, you’ve probably noticed how annoying it is to find a blank contact page with nothing but an email address. The lack of effort and humanity in the contact page is enough to convince you that you probably won’t get a response.

But what if you add some happy smiling faces to the page?

Research indicates that brains are fine-tuned to recognize and appreciate human faces. Having a picture of your customer service team, or just any human being on your contact page makes you instantly more approachable. Your customers start to feel like they’re reaching out to a person – not an empty website.

Look at how engaging and personalized this contact page from Amber McCue looks:

Although you can show any human face on your contact page and potentially get results, showing your actual agents will be more likely to drive positive results. It’s a great way to showcase the authenticity and humanity of your team.

Step 3: Making it Easy to Find

A surprisingly large amount of the time, companies shove their contact information into the footer of their website, forcing customers to spend forever looking for them. However, your audience might not want to spend an age searching for your details if they’re in a hurry to get answers.

Stowing a contact page in a footer is also a problem for those visiting your website via mobile, as they might not be able to see all your footer details and links as well.

A Contact Us page doesn’t have to be a massive part of your website navigation if you don’t want it to be. However, it should be one of the first things your audience can see. Putting the information on the header of your website, or even sticking it to the top of the page as your users scroll is very helpful.

Zendesk makes it easy for customers to get in touch in multiple ways. First, the Contact section of the website is clear at the top of the page. Secondly, if you start scrolling through the Zendesk website, a “Get Help” button pops up, so you don’t have to scroll back to find assistance:

Remember, aside from making sure that your contact page appears in the right part of your website, it’s also worth ensuring that it’s easy to understand. Don’t use unusual terms like “Chat”, or “Chill with us”. Stick to tried-and-true options like Help, Contact, or Support.

Step 4: Making the Experience Relevant

There’s a reason why it’s practically impossible to find a one-size-fits-all contact page.

It’s because different customers need different things from your brand.

Some customers will be looking for the answer to a question; others will want to discuss something with your sales team. That’s why many companies are using adaptive contact pages that can change to suit the situation.

For instance, you may start by asking customers what they need help with. Zapier takes this approach with its Contact page:

By asking the client what they need straight away, Zapier can make sure that the visitor finds the right information, and the right number or email address for the appropriate agent. You can even scroll down the help page and look for something in the available help centre, using the search bar. Or you can click on View our experts to hire a Zapier pro.

Creating a dynamic and customized experience like this does a few things. First, it ensures that the customer will reach the right person to help them first-time around. This reduces the number of inappropriate calls your employees have to deal with, and the number of transfers.

Secondly, you deliver a better experience overall for your client, because they don’t have to repeat their issue to multiple people or start a massive email thread. They get the support they need immediately.

Dynamic contact pages can even save you some money and time. If clients decide to solve an issue themselves, using your resources, that’s great for your busy agents.

Step 5: Direct People to the Right Place

The central focus of your contact us page needs to be the available contact options. Centralizing the contact options on a page is an excellent way to make sure that they get the right amount of attention. Centralizing also means that your customers can spend less time searching for the contact details that they need, which is great for usability.

The Melonfree.com website uses a contact us form that’s centralized to immediately pull attention to the customer’s options for getting help.

Centralization isn’t the only way of using design principles to guide visitors on a contact page. According to Ray Hyman and Edmund Hick, increasing the number of choices on a page often increases the time it takes for people to make a decision.

When it comes to connecting with a brand, the right option for each customer will depend on the person and the situation they’re trying to overcome. For instance, a customer that needs to reset their password will probably be able to get the solution they need from an FAQ page.

On the other hand, someone who needs help using a new feature might need the guidance of a professional. To help guide customers to the right solution, Basecamp gives customers a variety of steps to follow to get the right solution fast.

The main purpose of the contact page is to help customers get the right answer with an informative form. However, there are unobtrusive alternative options available too. If all you’re looking for is a way to help yourself fix a problem, you can click on the help guides link before you ever scroll down to the form.

Step 6: Support the Contact Team Too

The best contact us pages aren’t just a great way to improve customer experience. Well-designed solutions also help the customer service team to save time and stay productive.

One of the primary metrics that companies consider when evaluating the success of a service team, is the number of replies required before an issue is resolved. However, if the initial question from a customer doesn’t contain enough information, this number often increases.

Using the design of the contact form to access the right information helps with:

  • Automatically routing people to the right team member: Companies can set up segmentation rules that automatically send certain emails to different employees based on keywords. You might have questions that go to the sales team, and separate queries that you direct straight to the customer service team.
  • Show appropriate support options and FAQs: Remember to give the audience a chance to help themselves before they reach out for extra support. Links to an FAQ page or self-service options can really reduce the pressure on a team. Some companies even add automated chatbots to the mix to help with self-service.
  • Prompt for extra context: Although not every customer will take advantage of an opportunity to add extra information to a form, some will. Adding a box to your contact form for “anything we need to know?” is a great way to generate more information. Ban.do includes a simple “question” box where customers can add as much detail as they like. An option to add screen shots or documents might be a nice touch too.

Building Your Own Contact Us Page

Every customer has their own specific set of needs. The right contact page for another business might not be the right one for you. That’s why it’s so important to take some time getting to know your customers and speaking to your support team.

When you’re planning your contact page, it helps to ask yourself some basic questions about what you want to achieve. For instance:

  • What kind of channels will our customers want to use to connect with us? Look at things like social media messaging, email, or phone calls. If you’ve got a relatively tech-savvy audience, then they might want to use things like instant messaging with chat bots too.
  • How can we direct clients to the appropriate channels in as little time as possible? Having a system in place to automatically route your customers to the right agent will reduce the time to resolution for your customers. The faster you solve problems, the better your reputation becomes.
  • What can we do to set customer expectations and build confidence before they speak to us? Designing a professional-looking contact page will increase customer confidence, while an FAQ section shows that you’re ready to answer common questions.
  • How can we showcase a unique brand personality without making the page complicated? Everything from using distinct brand colors on a contact page, to adding images and illustrations reminds customers that they’re in the right place.
  • What can we do to reduce the friction points in a customer’s path to contact? Avoid adding too many input options to a contact form and ensure that it’s easy to reach out when your clients have a problem.

Understanding exactly what your audience needs from you, and what they’re looking for when they come to your team for help reduces the effort involved for your client when they reach out for help. Remember, today’s digitally-savvy customers expect their interactions with companies to be as streamlined and simple as possible.

Make the Most of Your Contact Page

Contact pages are frequently an afterthought in the website design process. However, they’re one of the most valuable tools your company has. With a good contact page, you ensure that your customers can always reach you when they have problems. What’s more, you boost your chances of people wanting to reach out to the sales team too!

Good luck creating a contact page that encourages engagement from your target audience. Don’t forget to track your results from each design, and A/B test for optimization.

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