Use Conditional Logic In Forms To Give Instant Quotes To Customers - 065

Use Conditional Logic In Forms To Give Instant Quotes To Customers - 065

For any lead generating business the end result or the conversion from a website is a completed form or a call answered. It is the same outcome for website visitors, they are there for a purpose and it is to find out what the cost may be or to ask questions about your product or service.

They've made it through your sales pages and now they're ready to take the next step. Now, if you have pricing on your website already, those reaching out are likely to be far more qualified when they do, however in highly price competitive markets or commodity markets, listing your price can mean your can be easily undercut.

So how can you display your pricing, get qualified leads reach out to you and reduce the chance that competitors will undercut you?

Using A Form With Conditional Logic

I needed to order a skip recently and not many local firms seems to like to put their prices on their website (probably for the same reasons mentioned above) so I was calling a few to get an idea of what the cost would be. However after visiting Essex County Skips, the website promised an instant quote.

Now no one really likes to phone to ask the price, as they might feel the pressure of saying yes, because we are all too polite to say no thank you, so instant quote you can close the window and like Jon Cena "you can't see me", and go back to being invisible.

What ECS had on their website was just really simple, nothing crazy in functionality just a multi-step conditional logic form.

On the visitor selecting the main option of 'size of skip', would ultimately determine the price that was displayed in the last window - giving you the quote.

The rest of the form fields weren't actually changing the cost of the skip, but provided the sales team some info on date and location of the delivery.

Here's a few screenshots showing the process


Promises Instant Quote


The pivotal question with the conditional logic


Helpful info for the sales team


Location of skip delivery (again just helpful info)


A shield for competitors, but also seeing conversions in a data capture


The grand finale, blurred price, so their competitors can't see it!

How can this be done?

These forms even multi step forms can be easily build using Gravity Forms if your website uses WordPress. We are big fans of Gravity for its simplicity.

Using conditional logic, on the question 'what size skip' are you looking for, when the visitor selects an option, a slightly different journey is taken where the end page or confirmation page presents a different message.

So in Gravity Forms You'd Need To:

  1. Create a new form
  2. Add a required field radio buttons and add your selection (Large, Small and Tiny Skips)
  3. Add all of your other form fields spreading it across multiple pages if required.
  4. Create custom confirmation pages and provide different pricing for each selection.
  5. Ensure the conditional logic is selected so the right confirmation is shown at the end on skip size selection.

Viola, What seems complex form, broken down into easy steps.

Here's a few screenshots of Gravity Forms in action.


Creating the form and adding the required radio options


Creating the conditional logic confirmations


The test confirmation after big skips was selected

What's To Swipe and Deploy?

The main takeaway is for marketers who see complex forms as a burden and something that can be a challenge to deliver the type of functionality you 'think' and I say think, as you can still present what feels like custom calendars and postcodes, yet deliver a simple form that's rapid to create.

Yes, competitors could still complete your form and capture your pricing, but you can also begin to capture customer data, ask if you can send them offers and allow them to pre-qualify themselves, or disqualify themselves from your products or services.

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That's a wrap for Swipe & Deploy 065 this week. Join me next time where I will share another insight or inspiration piece from around the web.

Until next week - have a great weekend and enjoy the rest of your Friday.

If you want more great content be sure to follow Impact Media? on Linked In and if you're interested to know more about what I or the team at Impact do, take a look at our website.

www.impactmedia.co.uk


Doug Dennison

I help marketers turn email into a growth machine ? Ask me about my private community ??

2 个月

Great tip James Coates ???, as always. I use fluent forms, used to use gravity. I auto verify subscribers!

????Ben Harrington

Email Marketing Geek | Freelancer | #allthingsemail | 17 years experience | Klaviyo | Dotdigital | Omnisend | Mailchimp | Active Campaign

2 个月

That is really useful and a great idea

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