This week I am press this! My guest! Podcasts talk about improving consultation formats. In the past two years, I have built the WordPress form builder plug-in caldera forms, discussed forms with users, and had a lot of thinking about it. During the discussion, we talked about the importance of keeping the form simple, questions that people should ask themselves but should not ask, and plans. Here, you can hear the whole story. I want to share some compelling things in the dialogue that will help improve the conversion rate of WordPress consulting forms and guided form generation. The
Don’t forget the plan. I mainly work with small businesses and solo WordPress developers. I know that time and money are not luxuries in these projects. As a result, you tend to skip important planning phases. However, the search process can save a lot of time by understanding what the form actually needs and what the form needs to do. Asking several key questions to all relevant stakeholders can prevent problems caused by the use of wrong tools or unnecessary complex formats. The following is a list of questions that you can ask yourself, customers and everyone who has important opinions. But before anything else, \
What information is required for form design? Sometimes the form is simple, such as name, e-mail, and phone number. Sometimes very complex, such as questionnaires or event registration. Before you begin filling out the form, ask all stakeholders what they need for each feed. Later you will find that someone in your organization needs key information that you have not considered, which is an important issue. It can be easily avoided by some pre planning. Is the form too complicated? In the last section, we recommend that all stakeholders ask what is required in the form. If the plan is interrupted there, it is likely to end with a long list. This can quickly lead to problems. The more fields you enter in a form, the less likely someone is to complete the form. The
Therefore, please ask in advance whether you need information about all items in the list. View the frequently occurring guidance form, qualification form, and form that acts as a receiving form. All the information in one location will bring a huge burden to users. Please make the form into a process. Guide the creation of the form to start the conversation. Some information can wait. It’s like a conversation. A good conversation is not a story of life, but begins with greetings. What do you want to do with data? This information must be recorded after someone submits the form. The benefit of using WordPress in forms is having data. But it can be used with email marketing, CRM, or payment processors. The
I suggest always starting with the desired end result and working the other way around. For example, if the goals are clear, such as \
Can I access your form? Therefore, in web design, accessibility is often regarded as an afterthought.
Some of the most popular WordPress plug-ins do not consider using plug-ins for assistive devices. Make sure your form is familiar with people who have disabilities that affect computer use. Test whether the format works with the screen reader. It can be used without a mouse. It should be performed automatically like testing mobile affinity. Don’t forget that good accessibility begins with generating the appropriate semantic hierarchy HTML. This is not just an advantage of accessibility. Enhanced compatibility between browsers and improved results from web scrolling programs such as search engine bots. The
Is your form submission encrypted? There is no guarantee that form submissions between browsers and servers will not be blocked. However, if you communicate over HTTPS that requires a valid SSL certificate, the risk is almost zero. The browser has started assigning a password ‘unsafe’ label to all forms loaded over HTTP. In october2017, chrome reported all forms that do not use HTTPS as unsafe. Even if the form does not allow payment or password, the customer’s personal information is always important. HTTPS can help you respect your personal information and prevent your site from being labeled as unsafe. The
Has the email been sent? No matter how perfect the form is, if you rely on data delivered via e-mail, you should ensure that the e-mail is sent where you want it. E-mail is absolutely unreliable, so the ability to resend e-mail from stored data is also important. A few years ago, I agreed to focus on the form builder plug-in. I naively thought it would be easy to send an email when submitting a form. Since then, I have learned a lot from PHP web applications about how complex it is to send e-mail steadily. In order for caldera forms users to simply solve this problem, we built the entire web application. However, for other form builders, transactional e-mail services such as sendgrid or mailgun are recommended. In DNS settings, if the domain is not verified with appropriate dkim and SPF records, there is a risk that it will be marked as spam. This is not enough. The
This is a process. Creating forms using WordPress is very easy. There are many excellent plug-ins to choose from. Obviously I have something I like, but the advantage of WordPress is that there are too many options. But don’t let it skip steps that could cause problems. When I was in the press this podcast, I didn’t think about talking about the importance of planning so much, but I had the experience of starting with clearly defined goals and avoided many problems, so I was very happy. You can use well-defined target assessment tools, third-party integration, mobility, accessibility, and email testing.
