3 Replies Latest reply on May 26, 2017 7:14 AM by Chris Johnston

    Number of Fields on a Form? Whats your best practice?

      Hello -

       

      We're currently having a few internal discussions on how to prioritize fields on a form, when is it "too many" and what information pieces are critical for marketing qualification and sales follow up. We're also trying to figure out how to improve the customer experience because our current form has 6 parts (first name, last name, company, phone, email, address). Our sales team wants more information (add role/title) and our marketing team wants less (name/email/company).

       

      We also use progressive profiling, but we know that our average touches per prospect is fairly low - so gathering the right information on the first touch is critical.

       

      I've downloaded a few white papers for guidance and we're already talking to SiriusDecisions, but I'd love to also get the community's input on what they see work best, how they've tested this process, and any other tips & tricks.

       

      Thanks!

      Tabitha