Case: a tool to build forms and landings with conditional logic

The problem: Page builders solutions such as Unbounce are limited in layouts and form complexity, so use cases such as lead qualification are not possible or not efficient. And forms creation software such as Jotform would potentially be insufficient for very specific industries that requires an extraordinarily customized solution.

Addressing such a problem, we created a powerful web application enables the creation of intricate forms with multi-step flows, conditional logic, and seamless CRM integration. Additionally, users can design accompanying web sections, enhancing user engagement and data collection for various purposes like onboarding or screening. With its user-friendly drag-and-drop interface and flexible customization options, this tool caters to diverse needs, from medical trials to SaaS marketing campaigns, ensuring a streamlined user experience and optimized conversion rates.

The core framework of the software is made for allowing us to customize and configure the tool to suit user's unique data collection requirements.

Lead Generation & Qualification:

Complex Product/Service Inquiries: For businesses offering intricate solutions, gather comprehensive information from potential clients to understand their specific needs and tailor sales pitches effectively.

Multi-Stage Event Registration: Collect attendee data, preferences, and session choices across multiple steps, ensuring a personalized event experience.

Medical Research Centers:

Patient Pre-screening: Gather comprehensive medical history and demographic information to determine eligibility for clinical trials, ensuring efficient and accurate participant selection.

Adverse Event Reporting: Capture detailed information about any adverse events experienced by participants during the trial, aiding in safety monitoring and regulatory compliance.

Post-Trial Follow-up: Track long-term outcomes and patient experiences after the trial, collecting valuable data for further research and analysis.

Health Assessments: Conduct comprehensive health assessments at various stages of the trial, capturing detailed information about the patient's condition and treatment progress.

SaaS Onboarding/Qualifying Leads:

Trial Sign-Up and Qualification: Collect essential user information and assess their fit for the product during the initial signup process, guiding them towards appropriate onboarding paths or pricing plans.

Feature Adoption Surveys: Gather feedback on specific product features, identify areas of improvement, and personalize the user experience based on their needs and preferences.

Customer Satisfaction Surveys: Collect valuable insights into the user's overall experience, addressing any pain points or challenges they encounter and proactively working towards enhancing their satisfaction.

Churn Prevention: Identify potential churn risks through targeted surveys, gathering feedback on user satisfaction and proactively addressing any issues before they escalate.

Customizable Form Themes Tailored to a Brand's Styles.

This approach shifts the focus from intricate design work to strategic content creation, allowing marketing teams to concentrate on crafting compelling forms and surveys that drive results.

Brand Consistency: Ensures all forms and surveys seamlessly align with the brand's visual identity, reinforcing recognition and professionalism.

Efficiency: Saves marketing teams valuable time and resources by eliminating the need for manual CSS adjustments or design iterations.

Accessibility: Empowers non-technical users to create visually appealing and on-brand forms without requiring coding skills.

Summary.

Our forms software empowers users to build sophisticated, multi-step forms tailored to their specific needs. The core framework is already in place, allowing us to customize and configure the tool to suit user's unique data collection requirements. With an intuitive interface and robust features, users can easily create forms with conditional logic, streamline workflows, and integrate seamlessly with their websites and CRM systems.