Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content
Zoho Academy

Web Form Checklists

  • 5 Mins Read
  • Posted on April 15, 2018
  • Last Updated on October 8, 2024
  • By Lauren

In previous sections, we’ve offered you examples and explanations of best practices for your business’s web forms—its email signup form, its account creation form, its contact form, and its online scheduling forms.

But now that we’ve showered you with the details, it may help to step back for a minute with a simple checklist, and try your hand at your own. So below, we’ve got four checklists for you: one for each of the four web forms we considered.

As you design your own forms, keep in mind what’s fundamentally happening when a user is confronted with a web form of any kind. Until that moment, much of the visitor’s experience with the business has been passive. Sure, maybe they’ve been clicking through the site with a particular intent; but they’ve been taking the content in, rather than offering any content (read: data) of their own.

So, as inconsequential as it may seem, the moment your user decides to use a web form is also the moment they have to move out of a state of inertia, and into a state of action.

And if you’ve been human for any amount of time, you know how difficult this transition can be.

What this means for you is that everything you can possibly do to make that form compelling… you should do. That includes these best practices:

Email Signup Forms

☐ My signup form is prominently placed on my homepage

☐ If I decided on a popup signup form, I also have a separate signup baked into my homepage

☐ The language beside my signup form is short, powerful, to-the-point, and benefit-driven

☐ I have no more than one (or, at maximum, two) form fields in my signup form

☐ If I display an image that represents my offer, it’s relevant, compelling, and doesn’t distract users from the task at hand

☐ Users who subscribe via my signup form receive an immediate benefit (in the form of a lead magnet or a discount on their next purchase, for example)

☐ My signup form is mobile-friendly

Account Creation Forms

☐ My account creation form is positioned one click away from my homepage, on a dedicated page that describes the benefits of having an account with my company

☐ The fields in my form have been consolidated as much as possible; and I’ve eliminated any “optional” forms (rather than indicating required fields with an asterisk)

☐ If my form requires users input a lot of information, I’ve distributed my fields across multiple, well-organized forms

☐ If my account creation form is a multi-step form, I display a progress bar so users know how far along in the process they are

☐ I’ve enabled social sign-in on my account creation form

☐ The form includes links to my privacy policy and terms of use (and both of these open in new tabs or pop-ups, rather than sending users off the form)

☐ I display information buttons to offer explanations and tips about what goes into the fields

☐ My password field has a “password strength” visual

☐ I offer drop-down lists and auto-complete features, so that users have to type as little as possible

☐ I offer a current field highlight feature, so users know exactly what field they’re on

☐ I offer on-screen validation, so users know that they’re filling out the form correctly

☐ My account creation form is mobile-friendly

Contact Us Forms

☐ Users can access my contact form from any page on my website… but I also have a dedicated contact page that it sits on

☐ My contact form reflects my company’s personality in tone and manner of speech, sounding much the way my employees speak to each other and to our clients

☐ There’s a photograph of my team near my contact form

☐ The copy on my contact form reads like a genuine invitation to get in touch

☐ My contact form offers reasons why a prospect would contact my business, along with the benefits of getting in touch (“to arrange a visit,” “to set up a free consultation,” “to learn how we can grow your business”)

☐ I offer various methods of contact alongside my contact form, in case users would rather call or engage in a live chat

☐ I also link to social media, so that users have yet another way to engage with my business (and maybe to get their questions answered by loyal customers)

☐ I’ve included only as many fields as are necessary to determine how I can best serve my contacts

☐ I’m clear about how long it will take my company to respond to inquiries

☐ My contact form is mobile-friendly

☐ My contact form redirects to a thank-you page after users submit their queries

Online Scheduling Forms

☐ My scheduling pages are accessible from both my homepage and my services page (and—ideally—from every page on my website)

☐ The copy on my scheduling pages is benefit-driven and speaks to clients’ pain points

☐ My booking journey is short, intuitive, and requires as few clicks (and fields!) as possible

☐ My scheduling forms are mobile-friendly

☐ I offer a current field highlight feature, so users know exactly what field they’re on

☐ My business’s phone number is perpetually visible on every page of the scheduling journey

☐ I’ve included a free-form text box so that clients can add any additional notes about their service

☐ I offer a range of online payment options—the logos of which are visible on every page of the scheduling journey

☐ If appropriate, I display a “soft upsell” option during the scheduling process

☐ Users are met with virtually no distractions throughout the whole of their scheduling process (aside from that soft upsell)

☐ My scheduling page redirects to a confirmation page after users hit the “Confirm” CTA

☐ My clients receive email confirmations and follow-up reminders as necessary

 

One final note: Remember that a web form is a threshold, an opening into a conversation. Hopefully it’s the beginning of a muchlonger conversation between you and every contact who fills it out. This means being prepared, on the other end, for every kind of invited communication that comes your way.

Related Topics

Zoho products mentioned on this page: