Creating A Client Request Form

A client request form is used to gather information from clients regarding their specific needs or requests. This form typically includes fields that allow the client to provide details about the service or product they are interested in, any specific requirements they have, and contact information. It helps businesses streamline communication, ensure they meet the client's needs, and gather all necessary details before proceeding with a project or service. Read on to learn how you can create a client request form.

Creating a Client Request Form

Begin by navigating to the Forms section of your account, and selecting the option to create a new form.

You can either create your form from scratch or select from a range of available templates. In this guide, we will focus on building the form from scratch.

Next, rename your form for easy identification. This can be done by clicking the pencil icon beside the name of the form on the upper panel, and then updating the name per your requirements.

Styling Your Form

Under the 'Styles' tab, you have the flexibility to change the form's layout, colors, and background. You can also choose to toggle the agency branding on or off.

If necessary, switch to the Themes tab to change the form's appearance.

Customizing Form Settings

In the 'Options' tab, you can configure the on-submit actions, integrate a Facebook pixel ID for tracking, and decide whether to enable sticky contact, which keeps the user's information for future reference. You can also adjust other form settings such as enabling GDPR Compliant Fonts and capturing the Contact Timezone.

Adding Fields

The four most crucial fields to include are: First Name, Last Name, Phone Number, and Email. These fields are vital for basic attendee information. Once added, ensure that they are marked as required to capture essential contact details.

Next, head to the Custom Fields section to add questions specific to the products and services you provide. You have the option to use existing custom fields or create new ones. Be sure to select the appropriate field type to effectively capture the responses.

Here are some examples of fields to include:

Which service/product are you interested in?
What are your goals or expectations for this service?
What are the most important factors to you (quality, cost, timing, etc.)?
Do you have any examples or references that could help us understand your vision?
What is your preferred location for the service to be provided? (for in-person services)
How did you hear about us?
Would you like to book a call to discuss any questions or concerns you may have?
Is there anything else we should know to better serve you?

📌Note: These questions can be tailored to suit your business needs.

Remember to add a submission button at the bottom of the form! This button is customizable in terms of color, text, width, and more.

Once you have added all the required fields, you can configure conditional logic, and set up notifications to alert you when a response has been received!

With all the necessary configurations in place, save the form and integrate it with your tools to cater to your client's needs effectively!

Frequently Asked Questions

Q: What happens after the form is submitted?

Once the client submits the form, you will receive the information provided, and depending on your setup, you may also receive automatic notifications. This will allow you to promptly follow up with the client regarding their request.

Q: What types of questions should I include on a client request form?

Your questions should focus on gathering essential information such as client details, service/product requirements, budget, and deadlines. Custom questions can be added to address specific needs, like preferred service features or location preferences.