You need to create and manage digital forms for your company. What are the best tools to use?

1 Why use digital forms?

Digital forms have many advantages over paper forms. They are easier to create, edit, and distribute. They can be filled out online or offline, on any device. They can be integrated with other systems and platforms, such as email, CRM, or cloud storage. They can also collect data in various formats, such as text, images, signatures, or QR codes. And they can provide real-time feedback, validation, and analytics.

2 What to consider when choosing a digital form tool?

When comparing different digital form tools, there are several factors to consider, such as cost, ease of use, functionality, integration, and support. Cost-wise, you should look into the tool's pricing model and whether it offers a free trial or plan. Ease of use should be evaluated based on the tool's user-friendliness, customization options, and template library. Functionality-wise, you should check for features such as multiple language support, conditional logic, payments collection, and security measures. Integration is important too; does the tool have native or third-party connectors for other tools and platforms? Lastly, make sure the tool has reliable customer service with a knowledge base or live chat.

3 How to create a digital form?

Once you have chosen a digital form tool that meets your requirements, you can start creating your own forms. To begin, you should define the goal of your form, like what data you want to collect and how you will use it. Then, design the layout with colors, fonts, images, and logos. After that, add fields to collect data with labels, placeholders, and instructions. Additionally, set the logic of your form to show or hide certain fields based on user input or to perform calculations or validations on the data. Finally, test your form on different devices and browsers to check for errors or glitches and improve the user experience and conversion rate.

4 How to manage your digital forms?

Once you have created your digital forms, it is essential to manage them effectively. You should consider how to distribute your forms to your target audience, such as through email, embedded on a website, or posted on social media. Additionally, think about how you will receive and store the data from your forms - will you use a spreadsheet, a database, or a cloud service? You should also evaluate how you will measure and improve the performance of your forms with built-in analytics, third-party tools, or your own methods. Finally, decide how you will maintain and optimize your forms and if you will need to notify users about changes or ask for their consent.

5 Examples of digital form tools

Are you looking for digital form tools for your company? Google Forms is a free and simple tool that lets you create and manage forms using your Google account. JotForm is a powerful and flexible tool with a drag-and-drop interface and a wide range of features, such as conditional logic, calculations, payments, signatures, and more. Typeform is a creative and engaging tool that offers a conversational and interactive style, as well as logic jumps, calculations, ratings, and more. All of these tools can collect and analyze data for you, while also providing integration with over 100 apps and platforms.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?