You’ve heard it earlier than — types are the gold normal for capturing leads, monitoring trade tendencies, or gathering buyer suggestions. However to create that conversion or suggestions, you want a type builder instrument.
I’ve reviewed the 11 greatest on-line type builders so you’ll find one of the best one which suits your wants.
I’ve used types to gather leads on a advertising and marketing crew, to generate occasion suggestions, and to create surveys, so I perceive what’s helpful for various eventualities.
I’ll additionally cowl what to search for in a type builder instrument and learn how to get began.
Desk of Contents
The way to Create On-line Varieties
Establish the targets of the shape.
Choose a type builder instrument.
Embrace identify and make contact with fields.
Add extra demographic info as wanted.
Work out which fields are must-have vs. nice-to-have.
Arrange an automatic follow-up electronic mail that is triggered as soon as the shape is submitted.
Type builder instruments are a simple, no-code option to create internet types akin to a contact type, occasion or mailing listing signup, or survey. You possibly can customise your type with a number of type fields, totally different codecs, and design customization.
As soon as your responses begin coming in, most types can even import every entry right into a spreadsheet or centralized database and ship you notifications when folks full them.
Whatever the type builder you select, I’ve discovered there are just a few key steps you will wish to observe when making a type for the aim of lead era.
1. Establish the targets of the shape.
Are you aiming to generate gross sales leads, or are you merely planning so as to add contacts to your electronic mail listing?
When you establish what you’re in search of out of your prospects, you’ll be capable of decide what info you will have to get from them on the shape. In case you want some concepts, take a look at HubSpot’s Final Information to Internet Varieties.
2. Choose a type builder instrument.
There are free on-line type builders out there, however they may not have all of the options you want. I’ve run into this irritating state of affairs many occasions!
For instance, some may not embed properly onto the location you employ due to your CMS. I like to recommend utilizing a type builder that connects along with your CRM, like HubSpot’s Free Type Builder.
Begin constructing types to your web site totally free.
3. Embrace identify and make contact with fields.
This step is fairly self-explanatory. Until you might be creating an nameless survey, you’ll wish to get your customer’s first and final identify.
Ask for wanted contact info, akin to an electronic mail or cellphone quantity. Take into account that your request ought to be acceptable for the context.
I’m at all times a bit of reluctant handy over my info on a type. To keep away from type abandonment, I like to recommend making non-essential contact fields non-obligatory and sharing how the contact particulars will likely be used.
4. Add extra demographic info as wanted.
Together with the usual identify and electronic mail particulars, it might be invaluable to assemble extra demographic details about your prospect like job title, firm location, and firm measurement.
This will provide you with insights into your viewers and a contact’s shopping for or decision-making energy.
5. Work out which fields are must-have vs. nice-to-have.
Now, right here’s the place I typically wrestle to search out the correct steadiness. If you wish to add folks to your electronic mail listing, you most likely don’t want a lot info past identify and electronic mail.
However for those who’re sending out a type to generate leads or be taught extra about your target market, you may wish to ask just a few extra particular questions, akin to age, gender, or location, to get a really feel for who your prospects are.
Whilst you could also be tempted so as to add extra fields to cowl all of your bases, asking an excessive amount of directly may very well deter leads and decrease your conversion charge.
I counsel asking just for what you want or utilizing a type builder that auto-fills info utilizing market intelligence.
6. Arrange an automatic follow-up electronic mail that is triggered as soon as the shape is submitted.
After somebody takes the time to fill out your type, it is normal to ship a “thanks” or “welcome” electronic mail letting them know the following steps.
For example, if it is a e-newsletter, allow them to know the way typically to anticipate the e-mail, which matters are mentioned, and embrace a peek into earlier emails.
If it is a “Contact Us” type, the follow-up electronic mail ought to verify receipt of the shape together with an estimated response time. The extra readability you present, the higher the expertise for the consumer.
Type Builder Software program Instruments: What to Look For
Confused by all of the choices out there? There’s an enormous variation within the options, costs, and worth you get from each.
Listed here are the standards I search for to search out one of the best instrument.
1. Ease of Use
Each instrument claims to be simple to make use of, however not all are intuitive. Search for issues like drag-and-drop reordering, query banks, and sturdy documentation that can assist you be taught the platform.
I’ve found that a number of the nuances don’t grow to be clear till you employ them, so don’t be afraid to demo totally different instruments and see which you favor.
2. Customization
Search for an answer that provides you a variety of type subject choices, from a number of option to free response to verify containers. One other characteristic to contemplate is visible customization.
It’s vital to match the colour and elegance of your type to your model to create a cohesive buyer expertise.
Some instruments disguise customization behind paid tiers, so I like to recommend you determine forward of time if model customization is a must have for you earlier than you start looking.
3. Conditional Logic
Conditional logic is when a type exhibits particular inquiries to a respondent primarily based on their earlier responses.
For example, if I ask, “Which merchandise are you interested by making an attempt?” in a market analysis survey and the individual selects “shirts” as a substitute of “sneakers,” my subsequent query could ask for his or her shirt measurement, however not their shoe measurement.
Conditional logic creates extra related, concise types for higher engagement.
4. Integrations
One main issue within the type builder instrument you select ought to be integrations. If the instrument will likely be embedded in your web site, as an example, does your type builder combine with the CMS?
In case you handle leads by a CRM, are you able to join the shape information to feed in routinely and keep away from a lag? Take into account which programs are most vital and search for a suitable type builder.
5. Analytics and Reporting
There may be a variety of reporting capabilities provided by the totally different type builder instruments. Some offer you visible dashboards with many alternative metrics.
Others, like Google Varieties, will merely offer you a spreadsheet that you just’re by yourself to investigate.
Determine what sort of analytics and reporting instruments you want to your functions, and evaluate what every type builder presents earlier than committing to 1.
6. Cellular-Responsiveness
Have you ever ever needed to full a tiny type in your cellphone?
Making an attempt to pick a subject and kind in info isn’t well worth the effort to many when the shape isn’t mobile-friendly. Cellular-responsive merely signifies that a type is designed for a cell gadget and follows greatest practices.
7. Accessibility
Many types aren’t accessible for people with low imaginative and prescient who use a display screen reader. This doesn’t simply exclude folks — you might be operating afoul of ADA rules.
Be certain that your types use excessive distinction of their design and observe the 4 design ideas for accessibility: preserve all info perceivable, operable, comprehensible, and sturdy.
8. Information Safety
There’s yet one more crucial consideration to search for when researching type builders. In case you gather any delicate private info like medical info or monetary particulars, it’s essential to be capable of belief that your clients’ information is safe.
In case you are a healthcare supplier, you want a type builder that may guarantee HIPAA compliance with affected person information.
If anybody from Europe accesses your type, it’s essential adjust to GDPR rules. California, the U.Okay., and Canada have comparable rules.
I like to recommend in search of type builders which have a reCAPTCHA choice and certifications like SOC 2 and ISO that characterize excellence in cybersecurity. The prices of an information breach would far outweigh the price of a high-quality, safe instrument.
11 On-line Type Builder Instruments
Researching instruments could seem intimidating, however I’ve made it simple for you. I examined 11 type builder instruments in depth that can assist you decide the best-fit one. In the end, there’s a form-building software program for your online business’s wants and targets — let’s discover it collectively!
1. HubSpot’s Free On-line Type Builder
HubSpot’s on-line type builder is likely one of the strongest type builder instruments out there.
The instrument combines the foundations of type creation with cutting-edge expertise to offer you rather more functionality than a standard on-line type builder can — and it’s additionally free.
Pricing: Free CRM and Advertising Hub with paid plans beginning at $15 a month.
Professionals
Straightforward drag-and-drop interface, no coding required
Integration with HubSpot’s CRM and advertising and marketing instruments for lead administration
Customizable types to match your branding
Analytics to trace type efficiency
Capability to focus on type pop-ups primarily based on buyer segments or conduct
Automated electronic mail notifications for submissions
Cons
Premium options (e.g., superior reporting) could require paid plans
What I discover superb is that, despite the fact that it’s one of many extra superior type builder instruments, you do not want any technical experience if you use HubSpot’s type builder.
You possibly can shortly create types with the drag-and-drop type builder and convert nameless web site guests into leads with limitless types, fields, submissions, and customized types that each one hook up with your contact database.
I used to be in a position to create a easy type in about 5 minutes. I might select from an embedded type, a standalone web page, or a pop-up with just a few totally different choices for the place that appeared on my homepage.
My favourite characteristic is that I can allow a type pop-up to look in a really focused method. I can select a buyer phase, which web page I would like the shape to look on (and after how lengthy). I can even goal by location, days since final go to, and varied engagement metrics as situations for a type pop-up.
That method, I can ship a custom-made message, demo request, or related content material at precisely the correct time.
As soon as somebody fills out your type, they’re routinely added to HubSpot CRM. Within the system, you’ll be able to set reminder duties, name them, and ship them personalised emails, letting you higher handle and nurture relationships along with your contacts.
What I like: HubSpot’s type builder additionally has information enrichment for contact profiles, Breeze Intelligence type shortening, and deep integration with HubSpot’s Advertising Hub, making it choice for groups who desire a single system for contact administration.
Type shortening works by pulling in public information from the online and LLMs to auto-populate particulars like firm measurement, trade, and web site — solely asking your contact to finish just a few brief fields. This decreases the prospect your lead will abandon the shape midway by.
2. HubSpot’s WordPress Plugin
Have a WordPress web site however nonetheless wish to leverage HubSpot instruments to generate leads?
With HubSpot’s WordPress plugin, you’ll be able to create types, assign them inside a workflow, and use them to generate touchdown web page leads. Contacts generated along with your types will also be saved in your HubSpot CRM.
Pricing: Free plugin, although you might want a paid HubSpot plan or WordPress plan for sure options.
Professionals
Seamless integration with WordPress and HubSpot for simple lead seize
Tracks customer conduct, together with web page views and type submissions
Robotically syncs information with HubSpot CRM for higher lead administration
Free to make use of with fundamental lead-tracking options
Cons
Restricted performance within the free model
Customization choices is perhaps extra fundamental in comparison with different type plugins
What I like: The instrument makes the shape creation course of simple. Though it‘s powered by HubSpot, you don’t want to depart your WordPress dashboard to get the identical form-building expertise that you’ll find in Advertising Hub.
3. ClickUp Varieties
ClickUp is an all-in-one mission administration and collaboration instrument constructed to assist groups of all sizes handle all their work and centralize communication.
ClickUp Varieties comes with tons of configuration choices to allow you to simply create your very best type for any use case, add vital questions, and gather insightful responses collectively.
Pricing: Free plan consists of one type, with paid plans beginning at $7/month.
Professionals
Customizable types that combine with ClickUp duties and workflows
Automates activity creation and crew task from type submissions
Affords limitless type views in paid plans and wealthy reporting instruments
Collaboration options enable groups to work on type responses immediately in ClickUp
Cons
Free plan limits you to only one type.
Could require studying ClickUp’s interface, which might be advanced for rookies
Some superior options are locked behind higher-tier paid plans
Much less integration with exterior CRM and CMS programs
Could require third-party integrations
The very first thing I seen about ClickUp is that it has quite a lot of choices.
I believe this can be a power, however it will also be a downside since too many choices make it more durable to decide on one. You’ll additionally encounter a studying curve when setting all the things up for those who aren’t already a reliable consumer.
What I like: The shape builder instrument has drag-and-drop options to maneuver activity fields into the shape and create new ones by way of customized fields to construct your very best type.
Customise it additional by deciding on a major theme colour to match your model, including a picture or brand as an icon, and itemizing an outline on the prime of the shape to offer your recipients extra context and directions on learn how to proceed.
Simply share your type with anybody by copying the direct hyperlink or embedding it on an online web page with HTML. You might also export your type responses as a CSV file or discover them in your activity listing.
As a result of it’s built-in with activity administration, you’ll be able to flip type submissions right into a to-do merchandise and even use the shape instrument as a easy ticket administration system. For that cause, I imagine this instrument is greatest for inside information assortment or consumer suggestions as a substitute of large-scale lead assortment.
4. Varieties.app
In case you’re looking for a type builder instrument, I believe types.app is a good choice to contemplate. It’s a user-friendly platform that means that you can create types, surveys, and quizzes with none coding.
I used to be in a position to browse their intensive type library and create my first type with out creating an account.
If getting began is a sticking level, you’ll be able to select a template akin to order types, buyer satisfaction surveys, job functions, consent types, and signups.
Pricing: Free plan, with paid choices beginning at $15/month.
Professionals
Intuitive drag-and-drop type builder — no coding required
Affords a variety of templates and customization choices
Integrates with third-party apps like Google Sheets, Slack, and Mailchimp
Offers conditional logic and cost assortment options
Cons
Free model has limitations, together with fewer type responses
Some superior customization and analytics require a paid plan.
Much less sturdy reporting in comparison with some rivals
I believe one of many nice issues about types.app is that lots of its superior options can be found totally free. This consists of conditional logic, calculators, product baskets, file uploads, a number of query varieties, cost assortment, signature assortment, and superior analytics.
Varieties.app presents an AI type generator characteristic that may assist you to create types and surveys even sooner. You describe what you wish to create, and the AI will care for the remainder. It additionally suggests rewrites to your questions that can assist you write one of the best survey questions potential.
What I like: As soon as your type is finished, you’ll be able to share it in varied methods, akin to embedding it in your web sites, sharing it as a QR code, or publishing it on social media. Integrations for standard instruments like Google Drive, HubSpot, AirTable, and Meta Pixel assist you to ship the info the place you want it.
Whereas the instrument presents cost types and medical therapy types, proceed with warning. Do your analysis first to verify it meets your organization’s information safety and regulatory requirements.
5. WPForms
WPForms is a beginner-friendly WordPress type builder that makes it simple so as to add lovely types to your web site with only a few clicks. It’s utilized by over six million customers who find it irresistible for its simple WordPress integration and broad number of templates.
Pricing: WPForms Lite is free, with paid plans beginning at $49 a yr.
Professionals
Straightforward-to-use drag-and-drop builder, appropriate for rookies
Wide selection of pre-built templates for fast type creation
Integrates with standard platforms like PayPal, Stripe, Mailchimp, and extra
Affords superior options like conditional logic, multi-page types, and file uploads
Cons
Free model has restricted performance and type fields
Lacks superior reporting and analytics in comparison with devoted type instruments
Experiences of occasional plugin conflicts with different WordPress options
WPForms Lite has the identical interface because the premium model however limits customers to only some pre-selected type fields and codecs.
What I like: All plans embrace a GDPR settlement choice, reCAPTCHA safety, mobile-responsiveness, and safe cost choices like Stripe and PayPal.
6. Visme
Like others I reviewed, Visme presents a drag-and-drop type builder that integrates with Zapier, Mailchimp, HubSpot, and others.
However Visme has one huge differentiator: animations. Whilst you could not assume your type wants customized animations, their analysis discovered it may well result in 40% extra conversions and 34% extra type begins.
Pricing: Free fundamental plan, with paid plans beginning at $12.25/month.
Professionals
Design-focused, permitting for lovely, interactive types with customizable design choices
Integrates with Visme’s different design instruments, making it simple to create branded types
Offers real-time analytics and information assortment
Best for displays and studies, with simple embedding choices
Cons
Being design-focused, it might not go well with these in search of superior type options
Restricted entry to templates and options on the free model
Lacks deep integrations with CRM programs
With Visme, you’ll be able to create interesting, animated, and interactive types with its easy-to-use built-in templates and drag-and-drop performance. The animations stand out from static lead era types that may shortly lose a viewer’s consideration.
What I like: Visme’s AI characteristic means that you can design interactive {and professional} types with much less trouble and greatest practices. As soon as created, Visme generates a hyperlink, QR code, and HTML code so you’ll be able to embed the shape in your web site.
When you gather information by signups, leads, and registrations, it populates the platform. From there, you’ll be able to view, filter, or simply export information. Visme’s integrations allow you to arrange an information move between platforms.
7. JotForm
Jotform is an internet type builder with an intuitive visible editor, identified for making form-building sooner than ever.
Pricing: Free plan out there, with paid plans beginning at $34/month.
Professionals
Intuitive drag-and-drop type builder with all kinds of templates
Helps cost processing, conditional logic, and type automation
Integrates with apps like Salesforce, Google Drive, PayPal, and Dropbox
Intensive customization choices and type analytics
Possibility for HIPAA compliance on some plans
Capability to create no-code cell apps to gather and share info
Cons
Plans have limitations on the variety of type submissions and file storage
Superior options, like HIPAA compliance, customized branding, and bigger submission limits require paid plans
The instrument has all the usual form-building capabilities, in addition to distinctive fields and tons of integrations. I like that I can mess around with their type builder earlier than creating an account. The free plan caps out at 5 types, with as much as 100 entries per thirty days and 100 MB of file storage.
I discover Jotforms’ capability caps irritating, however they make up for it with different options good for bigger corporations. Jotforms has a workflow integration to show information into motion. It integrates with Salesforce, which many rivals don’t.
What I like: Jotform additionally presents HIPAA compliance, a invaluable characteristic for any healthcare supplier. Different helpful safety features embrace consumer entry management, SSO integration, and native information residency to maintain consumer information protected.
8. Google Varieties
Google Varieties’ distinctive promoting level is that it’s quick, free, and simple to make use of, with limitless types and entries. It’s additionally constructed into Google Workspace, so it routinely pulls your information right into a Google Sheet so that you can analyze.
Pricing: Free with a Google account.
Professionals
Fully free, with no limits on type creation or responses
Seamlessly integrates with different Google providers like Google Sheets
Easy, intuitive interface with real-time response monitoring
Helps collaborative type constructing and sharing
Cons
Restricted customization choices for branding and design
Poor information safety for delicate info
Lacks superior options like conditional logic and cost processing
Fewer integrations with exterior platforms in comparison with premium type builders
What I like: I like how easy to make use of this instrument is with out limits on responses or variety of types.
Google Varieties has restricted design customizations, so types created on it look much less skilled. This kind builder instrument is greatest for fast surveys or quizzes, moderately than a lead seize type in your web site.
Keep away from gathering medical or monetary info by way of Google Varieties, because it isn’t created to securely retailer private info.
9. Typeform
Even for those who didn’t comprehend it got here from Typeform, you’ll doubtless acknowledge the instrument’s progressive strategy of serving up only one query at a time. This strategy is mobile-friendly and reduces cognitive load, growing the prospect of completion.
Pricing: Free plan out there, with paid plans beginning at $25 per thirty days.
Professionals
Person-friendly types with a conversational, one-question-at-a-time format
Customizable design choices
Integrates with many apps like Google Sheets, Slack, and Zapier
Helps conditional logic and cost assortment
Cons
Free model is restricted by way of responses and options
Could require a studying curve for customers unfamiliar with the conversational format
Personalized branding and superior analytics are hidden behind higher-tier paid plans
I’ve used Typeform to create easy surveys for my e-book membership and located it simple and quick. It’s simple to outgrow the free model, although, which caps you at simply 10 responses a month.
What I like: Typeform has wonderful logic and branching options that make it nice for buyer surveys and consumer analysis. If you wish to create a type with an attractive and simple consumer expertise, this instrument is a stable choice.
10. Formstack
Formstack has constructed a SaaS platform centered on doing one factor properly: types. The instrument’s greatest options embrace clever types, built-in workflows, and seamless integrations with Amazon S3, Stripe, PayPal, Microsoft, and Salesforce.
Pricing: Plans begin at $83 per thirty days.
Professionals:
Versatile type builder with superior options like conditional logic and calculations
Sturdy integrations with CRM, cost, and advertising and marketing platforms
Strong information assortment and analytics instruments
HIPAA-compliant types for healthcare use
Security measures, together with compliance with SOC 2, GDPR, and bank card fields
Designed for accessibility, with Part 508 and WCAG compliance
Cons
Pricing might be excessive for smaller companies or customers needing fundamental options
Steeper studying curve in comparison with easier type builders
Some customers could discover the interface much less intuitive than rivals
Whereas pricier than different options, Formstack brings sturdy information safety with a SOC 2 certification and HIPAA compliance. Highly effective options embrace signature assortment, saving type drafts, and information routing.
What I like: Formstack’s A/B testing instrument compares totally different variations of your type to see which performs higher. The instrument additionally presents digital signatures and funds, and customers can save their type drafts and return to complete them.
11. SurveyMonkey
SurveyMonkey is an internet survey platform that lets customers create and distribute surveys, gather responses, and analyze information.
It’s standard amongst companies, instructional establishments, and nonprofits for gathering insights and enhancing decision-making.
Pricing: Free plan out there, with paid plans beginning at $25 a month.
Professionals:
Person-friendly interface with all kinds of customizable templates
Strong survey logic options, together with skip logic and branching
Sturdy analytics and reporting instruments for information evaluation
Integrates with many apps, together with CRMs and electronic mail advertising and marketing platforms
Cons
Free model has restricted options and responses per survey
Superior options require a paid subscription
Design choices are much less versatile in comparison with rivals
What I like: SurveyMonkey offers a wide range of templates and query varieties, together with multiple-choice, open-ended, and rating-scale questions.
The platform integrates with many different instruments, together with CRMs, electronic mail advertising and marketing providers, and productiveness apps. A query financial institution and AI options assist you to to create a survey shortly and confidently.
I used to be additionally impressed with SurveyMonkey’s analytics and reporting. Dashboards visualize your information in actual time, and the platform tells you the common completion charge and time to completion.
Your Type Builder Software Choices Are Countless
Most type builders provide all of the necessities wanted to make a fundamental type, however not all provide customization, information safety, and deeper information evaluation. In the end, for you, one of the best type instrument depends upon your crew’s objective and explicit enterprise wants.
I’d wish to name out Formstack for enterprise companies. A bit pricier however with a lot of design choices and safety features, I believe it’ll meet your wants and supply a lot of worth.
And I’d spotlight HubSpot’s type builder as a result of it presents a lot of options and might scale with your online business. Startups and small companies can begin with the free plan and transfer up as your online business wants develop.
With the correct type, you’ll be able to gather leads, immediate suggestions, and develop your online business.
Editor’s Notice: This submit was initially printed in April 2019 and has been up to date for comprehensiveness.
