Optimize an online form

Ensure your online form experience is top notch by surveying and testing with users. Great for building confidence that the end-to-end experience is sound – and for reducing the likelihood of drop-offs.

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Use cases

We need to collect more information from users during sign up but don’t want to negatively affect form completion rates

The conversion rate has dropped on our sign-up form so we are looking for ways to improve performance

What studies does this template include?

Step 1
Run a lightweight survey for users completing your form

Check in with users after they complete your form, to gather their impressions of the experience. Useful to capture strong positive or negative feedback.

Step 2
Assess the clarity of each “next step” within your form

Evaluate the clarity of your online form flow, by seeing where users click and capturing their feedback. Helps build confidence in the effectiveness of your form.

Step 3
Evaluate the end-to-end form experience

Test a form prototype and gather feedback from a representative sample of users. Useful for distiling a broad range of testing observations down to refined, valuable insights.

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Customise the studies

You can customize your studies as needed, but we suggest testing them before sending them out to participants. This way, you can ensure that everything is to your liking before launching.

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Check out our 101 guides

Our 101 guides cover methodology best practices and walk you through everything from how to set up your studies to what the analysis means for each of our tools. They are designed to get you on your feet and there to refer back to whenever you need a helping hand.

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