Give your users the best form experience

A great user experience is important to you but you simply don’t have the time to change the form a user sees each time they visit, even though you know you should – correct? Otowui offers an insight into other ways to approach this issue that don’t end up more time-consuming but significantly enhance the UX and data enrichment process in a scalable and measurable way.

Progressive Profiling

This approach consists of enrichment of the contact data through each form by asking a user to complete a limited number of additional fields that were hitherto unknown. Although this is simple to set up, it does not offer the possibility to review previously provided information and will require the additional support of a preference centre in order to remain compliant with the rules of the GDPR / CCPA.

Intelligent Dynamic Forms

For a more data-rich and agile experience to overcome challenges such as marketing-sales qualification, database accuracy and compliance with current regulations, it is best to opt for a dynamic intelligent form.
The possibilities of this solution are endless by using rules and logic to display a dynamic form that varies according to a script of your own definition. One single piece of implementation work is all that is required for a vast array of operations and the creation of a form that will never again ask for the same information to be completed when a user is known.

Here are some examples:

• Display of certain fields if a lead has not submitted a form in the past 3 months
• Display a “direct to demo” button if a lead score surpasses your defined threshold
• Only display the selected content when a lead has double opted-in
• …