Contact Form Design: 5 Ways to Get Creative

bland-contact-form

A contact form acts as a communication gateway for people and great companies.

But it can be so easy to get lost in a sea of bland contact forms that look exactly the same.

These days, you see them on just about every contact page.

And yet the same thing happens again and again—a great designer crafts a beautiful website, spends hours and hours on it, but seems to completely forget about one vital page: the contact page.

The end result is that their contact page often consists of just one basic form and not much else, making it look like every other contact page in existence.

It’s true—people do it all the time, even though the contact page is so incredibly important.

Don’t believe me? Try this quick exercise: Google “front end designer (insert your city).” You’ll find many impressive portfolio websites, but the overwhelming majority of these sites either:

A) Don’t have contact forms at all (creating more of a barrier between them and their potential clients), or

B) If there is a form on the contact page, it’s often—well—pretty boring compared to the rest of the site.

There are many advantages to putting some serious thought into contact form design:

  • People will feel more inspired to actually use it
  • You can show off your brand’s personality
  • It will be more memorable

So, how can you be sure that yours will stand out from the crowd?

character-contact-form

1. Give it character

Nobody likes a website with no personality, right? The same goes for contact forms.

Don’t be afraid to give your form some character. Unleash your brand’s tone and style here.

color-scheme-contact-form

2. Choose a color scheme

Sure, grayscale is awesome. In fact, I will defend it to the death—but it’s not always the answer for every website.

If your site’s color scheme is grayscale, then by all means, go for it.

But if your site is colorful, your contact form should be as well. It’s all about consistency.

If you haven’t already chosen a set of colors, consider selecting complementary colors for a visually appealing look.

branding-contact-form

3. Enhance it with your company’s branding

Your company’s branding is on your website and business cards, and your contact form should be no exception.

There are many ways to easily implement your company’s branding, like adding a company logo, changing around the colors, and more.

If you’re looking for a shortcut, you can do all of this instantly using FormAssembly’s drag-and-drop Form Builder.

personalized-introduction

4. Create a personalized introduction

Too many contact forms lack the classic introduction message.

Not having an introduction message is like enabling voicemail on your phone without going through the effort of creating a pre-recorded message.

People know what to do, but they’re thrown into it with no welcome. Is that really the best way to start things out with a potential client?

With a custom greeting, people will feel welcomed and will know that you are looking forward to hearing from them.

button-text

5. Choose unconventional button text

Most buttons on contact forms say “Send” or “Submit.”

So, the good news is that it doesn’t take much effort to make yours unique.

Get creative. Make your message fun.

It could be something as animated as “Blast off” or something unique, but ever-so-slightly toned down, like “Send away.”

What do you think?

Do you know of an impressive contact form? Have a few thoughts to share? Leave a comment or tweet with us @FormAssembly!

19 Web Forms by the FormAssembly Team

html-web-forms

Here at FormAssembly, we use HTML web forms for every department. Online forms are key to our internal business processes, but they’re also central to our marketing, sales, events, customer support, customer success, operations, infrastructure, and security. And as our service grows, so does our need for web forms.

How We Work Together

The Form Builder makes it possible to whip up a form in five minutes, even if you don’t know a single thing about code. We’re pretty tech-savvy here, but not everyone’s a programmer. The drag-and-drop interface is great for anyone to use, whether they’re a marketer or a seasoned customer rep. More importantly, though, we can team up to iterate fast and effectively.

Here’s our process:

  • Brainstorm. We discuss the form basics: what’s the purpose of the form? What fields do we need, and why do we need them? Where will we put the form? What do we want the form to do, once it’s filled out? Where should the data go?
  • Draft. Someone creates a quick draft of the form, taking note of all the design points.
  • Collaborate. The form owner shares the form with the people who will help refine the copy, layout, or features. For example, Salesforce experts can set up a connector to push the data to our Salesforce database, a marketer can polish the call-to-action, and a designer can refresh the theme. This phase might involve several iterations and rounds of testing as we revise our way towards the finish line.
  • Review. All the stakeholders take a final look at the form. Last-minute changes happen, if necessary. We make sure the form and any connectors are configured and working properly.
  • Publish. We embed the form in the right place and take it live!

It’s also easy for us to update or copy a form after it’s launched, which is helpful for A/B testing and conversion optimization, or any on-the-fly revisions. And because the HTML web forms can share themes, we don’t have to worry about branding and styling consistency.

So far, we have a whopping 19 use cases of web forms, which can be split into 6 different categories.

Web-to-Lead Forms (Web-to-Anything Forms)

These smart forms are invaluable, since they’re often the first touchpoint we have with our customers. People can reach out to us and ask a question, get a quote, start a trial, or sign up for a demo. Plus, since the forms are plugged into our CRM, we can push the data to update or create any standard or custom Salesforce objects, which is why we call them Web-to-Anything forms. This is especially useful for marketing campaigns, as we can avoid creating duplicate records and segment people into the right mailing lists.

  1. Contact Us. Our basic catch-all form. Questions and messages get routed to sales and support.
  2. Events Meetup. We’re proud to sponsor tech conferences and events, which offer great opportunities to meet partners and customers throughout the year. This form helps us facilitate those face-to-face chats. (Feel free to drop us a line if you’ll be at an upcoming event! We’d love to say hi.)
  3. Enterprise Quote. For companies who need a formal quote, we can automatically generate a quote with the help of built-in calculations. This automation is a definite time-saver.
  4. Enterprise Demo. Visitors can schedule a demo and detail what they’re looking for and any questions they may have.
  5. Trial Signups. Landing pages for marketing campaigns have specific signup forms, which is important for lead capture and measuring the success of a campaign.
  6. Enterprise Order. Whenever a customer places an order, the form alerts us to spin up an Enterprise server instance.

Registration Forms

Our registration forms pack a punch. Under the hood, integrations get into gear and do the work for us.

  1. Class Registrations. The class registrations are linked to our webinar service, which makes a note in Salesforce and triggers automatic emails to registrants with the webinar details.
  2. Developer Registration. To build apps and integrations with the FormAssembly API, developers must sign up. The registration is hooked into a MailChimp list for developer news.
  3. Partner Signup. Consultants, designers, and devs can join our Partner Program here. We frequently refer customers to our Partners, who can help them maximize FormAssembly through custom development and consultation. If partners opt in, the form adds them to a mailing list and to the Partner Directory.
  4. Nonprofit Discount Application. We’re proud to serve nonprofits, who can apply for a discount by providing documentation of their NPO status.

Moderation Forms

  1. Abuse Report. This flags FormAssembly forms for spam or abuse. From time to time, scammers and other people with no-good intentions create forms to trick people into giving away their information. We have filters in place to catch these types of forms, but with this report form, people can help us identify and dispatch anything that flies under the radar.
  2. Developer App Review. Devs submit finished apps and integrations for review.

Surveys & Feedback Forms

We’re always striving to make FormAssembly better, and we wouldn’t be able to do it without user feedback. When we add to our roadmap, we need to make decisions driven by data, rather than guesswork. User feedback is instrumental to our decision process.

  1. Class Suggestions. We offer live online classes every month, but if anyone’s interested in a different topic than the ones we cover, they can let us know. It helps us expand our curriculum and clues us into what people want to learn about.
  2. Cancellation Feedback. Whenever someone cancels their FormAssembly account, we like to ask why. This gives us real insight into what people need from a form builder, and what we can do to meet those needs.
  3. UI/UX Surveys. As we improve and update FormAssembly’s user interface and the user experience of the application, it’s proven extremely helpful to ask users what they think. For example, we’ve sent out a survey to poll users about the wording of a feature, and the results were loud and clear.
  4. General Feedback Surveys. Sometimes we ask open-ended questions on how we can improve FormAssembly, or ask about people’s industries and roles so we can improve the resources we offer.
  5. Share Your Story Testimonial. We love to hear about what people have accomplished with FormAssembly. Through this testimonial form, customers can share their use cases and add to our brag sheet!

Data Entry for Onboarding New Enterprise Customers

We welcome all new Enterprise customers with an onboarding call. It’s an opportunity for us to answer any questions they might have, talk about what they plan to accomplish with FormAssembly, and help them get started.

  1. Onboarding Call Summary. To get ready for each call, our engagement team brings up a prefilled HTML web form, which pulls the customer’s info from Salesforce. It’s a simple way to get up-to-speed on who we’re talking to and why they upgraded. During the calls, we also use the form to do a quick write-up, update our notes, and send it back to Salesforce. This helps us keep track of the conversations we’ve had and preps us for any follow-up calls.

Knowledge Base Guides

Online forms aren’t just a portal to access prospects’ information — they can serve as a learning tool. Thanks to conditional logic, you can hide or show sections based on respondent answers, Choose-Your-Own-Adventure style. This is handy for interactive quizzes and tutorials, and you can add images and hints to clarify instructions.

  1. Web Form Security Checklist. We created a checklist to evaluate whether a web form meets the security standards outlined in our Best Practices guide. It’s not your typical HTML web form, because the main goal isn’t to have people hit the submit button (although they can enter their email address for a copy of their results). Instead, we want people to go through the checklist and discover what they can do to build customer trust, boost security, and protect data privacy. The checklist earmarks the relevant parts of the guide for easy reference.

Smarter Infrastructure, Better Data

We love smart software (and we love building it!), because we get better data. Gone are the days of squinting at paper forms, trying to decipher illegible handwriting, or accidentally entering several new typos in the process. Say goodbye to the burden of transcription and double entry. No more tabbing through an endless spreadsheet and hitting copy and paste into the wrong column.

Smart web forms means data that’s cleaner and more accurate: we can set validation rules and automatically check our database for existing records. And since the data’s already in action, we don’t have to be afraid of missing an email notification buried underneath hundreds of other emails. The data’s exactly where it needs to be.

As we refine FormAssembly’s architecture, we keep in mind both the form creators and the form respondents. Web forms can be unpleasant and chaotic to design and to fill out. What’s easier for the people behind the web form isn’t always great for the people facing the web form. The best tools reach a happy place where there’s harmony between the two, and it’s our goal to find that harmony. User experience should be the highest priority, not an afterthought.

We’re always dreaming up fun and inventive ways to build web forms. How do you use FormAssembly? Tell us about your forms! ▸

 

Stripe Forms: Collect Payments with Stripe

payment-stripe-forms

Payments by Stripe

You can now create Stripe forms and collect payments with Stripe!

Stripe is a powerful payment gateway that you can use to collect credit card payments. It’s easy, secure, and pairs beautifully with FormAssembly forms. Connect your order forms, donation forms, event reservations, and invoices to Stripe.

The Stripe integration is available on all current FormAssembly plans. Sign up for a Stripe account to get started. ▸

Ready to create a Stripe form? Learn how to set up the Stripe Connector. ▸

 

Form Builder 4.2.0

We’ve also launched version 4.2.0 of the Form Builder! You’ll find these exciting new features:

  • Access Control. Hide or show any type of field, including radio buttons and checkboxes. This is useful for prefilling forms and setting up back-end triggers to conditional fields.
  • Sensitive Data. You can add this setting to a field and choose the type of data, such as Credit Card or CVV Code, which will change how FormAssembly saves or stores the data from that field. This ensures extra security for especially sensitive information. For example, FormAssembly will only store the last 4 digits of a Credit Card field, whereas the data from a CVV Code field will not be saved or stored. You can pass the information through the Stripe and Authorize.Net connectors when the form is processed.
  • Updated Repeatable Fields. The repeatable link will now stay under the last repeated section.

 

Share Your Feedback

Try the new Form Builder and tell us what you think. Is there anything we can do to make FormAssembly better? We’d love to hear from you. Tweet @FormAssembly, comment here, or email us!

How Our Tech SaaS Company Uses Web Forms

tech-saas-web-forms

We have many case studies on the amazing ways our customers use FormAssembly. Colleges and universities collect student applications, nonprofits manage volunteer registration forms, and small businesses create invoices online, every day — to name just a few use cases.

But maybe you’ve wondered how we, the FormAssembly Team, use FormAssembly. As a tech startup, we’re constantly growing and innovating. Web forms are an essential component of our business toolkit. Online forms connect us with our customers and partners, and keep our internal processes lean and efficient.

We’re an adventurous crew, but we’re small in size — so it’s important that we maximize our resources and save time wherever we can. And because we work remotely, our systems and workflows are in the cloud, so we can stay up-to-date no matter where we are. Smart web forms are key to our agile workspace.

New Hire Onboarding/Training Forms

We’re a SaaS company (Software as a Service), and FormAssembly is our bread and butter. To ease new shipmates into getting started, we kick off the onboarding process with a series of training forms:

  • Introduction. The first form introduces FormAssembly and our team. It’s a quick-fire way for newcomers to get to know us and what we do.
  • Form Builder Basics. This is an interactive guide with a set of quiz questions. The form asks newbies to jump into the Form Builder and complete a task list. It goes over the basics, like dragging and dropping fields and adding validation rules. We’ve found that it’s an effective tool to help people find their way around the Form Builder.
    onboarding-linked-forms
  • Setting Up Connectors. Third up is a tutorial that covers our integrations with third-party apps and services, so that you can connect your forms with PayPal and Salesforce. This is more advanced stuff, so we take care to use step-by-step instructions that are clear and easy to understand.
    onboarding-salesforce
  • Admin Overview. We finish with a review of how admins moderate FormAssembly and help users solve issues. New hands get insights into how we talk to our customers, and who our customers are.

Time Off Requests

Here at FormAssembly, we have a fantastic vacation policy and flexible PTO (we also offer great benefits, if you’re interested in joining us!).

To schedule vacation time, we fill out a Time Off Approval Request form, which goes instantly to the appropriate supervisor. Supervisors can check how the dates fit into the calendar and the roadmap.

Systems Forms

We’re always fine-tuning our infrastructure to improve FormAssembly’s security and availability. To keep track of the changes and to maintain highest privacy standards, we have two forms:

  • System Access Request Form. We uphold a need-to-know policy, so permission for access must be recorded and granted.
  • Back-End Changes. Whenever we need to make changes to our systems, such as adding a new server or a software patch, our Director of Infrastructure is notified.

Incident Reports

We’re proud of our reliability and our uptime, but as with any online service, incidents can happen — security bugs may be announced for tools we use, or we may be impacted by our server host’s downtime. In each and every case, it’s crucial that we take account of what happened and what we’ve done to resolve the issue. We want to be as transparent as possible and keep our customers updated.

Incident reports are divided into two online forms for internal use:

  • Incident Recovery Form. We write up a description with the details of the incident, a plan for immediate correction, and an outline for a permanent fix.
  • Incident Report Form. This is a more in-depth record of what happened, what was affected, the results of our investigation, and the consequential downtime or cost.
Have a case study to share with us? Drop us a line at community@formassembly.com! We’d love to hear about how you get things done with FormAssembly.

 

Remote Work: 12 Ways to Stay Productive at Home

working remotely productivity

We know that remote employees tend to be quite productive.

But once you’re in a remote work routine, how do you maintain that wonderful sense of productivity without losing momentum?

After all, you could work all the hours in the world—you could be a full-blown workaholic—but if those hours aren’t spent productively, then what’s the point?

And with remote work on the rise, more and more of us are discovering that our in-office routines can sometimes be completely different from our at-home routines (pajama jokes aside).

Here at FormAssembly, our team is able to work anywhere—whether it be from home, our office, or a café. But working remotely isn’t always easy. Here are some productivity tricks we’ve learned along the way:

1. Check your email only when you’re ready to answer

Picture this: An email comes in. It’s immediately opened (causing an interruption) and is then left to deal with later. It ends up being forgotten and sits in an inbox for days.

Sound familiar? That’s because it happens to the best of us—all the time.

But it can be avoided, and you can start as soon as today.

Here’s how to avoid falling into this downward spiral: Silence your email alerts, and make a vow that you’ll only check your email on breaks (AKA: When you’re actually able to respond).

The result? You’ll be able to concentrate like never before, and you’ll also make people happier because you’ll actually respond to their emails in a timely manner, without putting them off for days.

2. Communication is (truly) key

Do you find yourself constantly apologizing to friends and family for not responding to their texts or emails?

If so, then you might be more productive in a physical office environment. Either that, or you’ll have to improve your communication skills in order to adapt to a remote workplace.

In a virtual atmosphere, it’s so important to keep your co-workers in the loop. It’s an absolute must.

Bottom line? Awesome communication is an absolute necessity when it comes to working remotely.

3. Determine a work routine that works for you

Some people swear by the Pomodoro Technique—working 25 minutes, then taking 5 minute breaks.

Others prefer working uninterrupted for hours at a time with just one break.

Either way, find a way to take a break during some point in the day.

Try a few different techniques and see what process works best for you. Some people just like change and avoid routines like the plague—if that sounds like you, then be sure to switch it up.

4. Find a comfortable atmosphere

One of the great benefits of virtual work is that you can choose your own environment. You can work from home, from a coffee shop, a co-working space, or even outside (if you can handle the sunlight on your screen, that is).

And let’s face it: You know yourself best. Everybody is different, so what might work for your colleagues may not work for you. For this reason, it’s important to experiment and find the perfect formula for you.

Our Creative Director at FormAssembly, Deborah Kim, loves that working from home allows her to establish her own work atmosphere:

Working from home is great because I can freely change the soundtrack and not have to worry about bugging anyone else. Sometimes I won’t put anything on and prefer to work in the quiet, but I often use Coffitivity and different Spotify playlists to switch things up.

I like working in cafés, but it’s not ideal if you don’t have someone to watch your stuff, or if there aren’t enough power outlets — so Coffitivity is a nice compromise when you’re at home. You get the pleasant ambient noise without the distractions. Plus, free refills!”

5. Create daily goals

“But I already have goals. They’re in my head!”

Don’t worry: We’re all guilty of creating mental checklists without writing them down.

But it’s important to fight that urge to horde your thoughts. Instead, record them and establish daily goals for yourself.

It only takes a second, and it’ll give you a clear idea of your daily activities and accomplishments. If you’re working on a big project, consider breaking that project into small milestones.

It feels bad to look back on a wasted day. Really bad. You can avoid that feeling by creating lists of goals for yourself. Luckily, there are many tools out there that can help with this, both online and offline.

Here’s an example of a list that was created using Evernote:

Evernote to-do list

One way to go about this is to create two lists—one for tasks that you want to complete right away, and the other for bonus tasks.

The “Must-Do-No-Matter-What” List: On your first list, it’s a good idea to include priority tasks. These are all the things you would need to do in order to feel good about your day at work.

The “Bonus Awesomeness” List: The second list can include bonus tasks for extra points. (Yes, imaginary points. It’s fun, trust me.) These are the tasks that can be tackled once all other tasks have been completed.

Finishing all of these tasks will give you an incredible sense of accomplishment.

6. Don’t be a recluse: Get out of the house

Even when you think you don’t need it, or just plain don’t feel like it (fellow introverts, I’m looking at you), you have GOT to force yourself to get out of the house every now and then.

Yes, it’s comfy being at home—but without interaction, things can get weird very quickly.

We all need human interaction. Get out of the house for a bit and explore the world around you (it’s good for your sanity).

7. Set boundaries

When you’re at work, you’re working–and people in your life should know that.

According to Fast Company, during a study by the University of California, it took participants 23 minutes and 15 seconds to get (fully) back on track after an interruption.

That’s a lot of wasted time. Are you really OK with that?

Naw, didn’t think so.

If you need to, silence your phone and turn off notifications. You can even work different hours if it’s tough to ignore distractions.

Amanda Orson, Director of Communications at EngineerJobs.com, explains why this step is vital:

If you aren’t getting work done when you’re supposed to be at work, you will continue working long after you’re supposed to.

I physically close the door to my office and play light music when I’m in work mode.”

8. Virtual water cooler chat to lighten the mood

While you may at first think this is a distraction, it’s actually the opposite. Well, at least in moderation.

remote water cooler

I would even go so far as to say that team camaraderie fuels growth, and that it’s important to keep have a sense of connection—even within a remote team.

9. Know how to measure success

When you’re working on your own so much of the time, it’s vital that you are able to measure the impact of your work.

Sujan Patel, VP of Marketing at When I Work, wrote an article called “Everything You Need to Know About Managing a Remote Team.” In this article, he says that good results are more important than number of tasks completed:

You have to create a system in which results matter–not individual activities.  If you think about it, results should be your ultimate goal anyways, whether your employees are in the office or working remote.”

In other words, it’s the end result and the quality of a task that matters most.

Do you prefer tackling one large project, or working on a bunch of small projects at once? Determine how you work best and make a point of sticking with it.

10. Embrace short emails & messages

Learn to communicate in a straightforward, concise way. Practice excellent communication without getting carried away.

It’s not just a great thing to do—it’s the right thing to do.

When chatting or emailing coworkers, try to keep your messages short and sweet. Communicating clearly and effectively is key.

11. Exercise

I don’t need to tell you why exercise is important. It’s far from a shocking fact.

We all know we’re not made to sit around all day, but sometimes the thought of exercise sounds, well, daunting.

And besides, nobody is there to call you out on being glued to the computer screen all day. (Aside from your guilty conscience, that is.)

Investing in your health is worthwhile in the long-term as a remote employee. Alex Turnbull, CEO of Groove, dished out some great advice in an article about how to stay sane while working from home. In the article, Alex says it’s important to choose a form of exercise that you actually enjoy—that way, you’ll be more likely to stick with it in the long term.

12. Know your limits

Working from home isn’t for everyone. Some prefer the interaction within an office.

But things aren’t always so black and white.

Many people are hybrids, thriving in the flexibility and freedom to choose whether to stay home or go into an office. Many people at FormAssembly choose to work from home part of the week and go into the office on other days.

According to Inc. writer Jessica Stillman, there are different types of personalities in the remote work world. If you’re a social butterfly, you may feel disconnected and isolated while living a mostly virtual life.

If you prefer close supervision, it may not be an ideal solution for you, either. People who thrive in remote workplaces tend to be natural self-starters. They are often individuals who create work for themselves and find answers to their own questions independently.

So, be realistic with yourself. If you think you’re coming down with a case of cabin fever, it may mean that you should work from an office for a few days. If your company doesn’t have an office nearby, another alternative is a co-working space.

What’s your story?

Do you work from home? Are you a digital nomad, always on the road? We’d love to hear from you—feel free to share your stories and insights in the comments! You can also tweet with us @FormAssembly.

3 Web Form Design Pitfalls to Eliminate

In Part 1, we went through Alexander’s horrible web form. In Part 2, we showed you 7 common web form design mistakes to avoid. Now, let’s examine bad processes in web form design.

 

Bad processes in web form design block workflow and increase liability. They're inconsistent, time-consuming, divisive, and dangerous.

Bad processes = awful management.

Bad processes are back-end. They face whoever builds and owns the web form — and whoever collects and manages the data. Stakeholders, IT, developers, administrators, creatives — that’s you!

Bad processes make it hard to get the work done and maintain standards across your department or your organization. Bad processes pit stakeholders against IT, due to miscommunication and different expectations.

And, worst of all, bad processes can mean security threats.

So let’s explore how you can identify and eliminate the bad processes.

1. Bottlenecks

You’re probably all too familiar with administrative bottlenecks. They happen all the time, they drain your resources, and they stop you from getting things done. Instead of working on what matters most, you’re stuck dealing with problems such as:

  • Double entry. If you have paper forms, someone’s got to transcribe them. Or if your online forms aren’t hooked up to your database, someone has to copy and paste the data for each new submission, over and over again. And every time, you run the risk of introducing a new typo or error, so your data accuracy could suffer.
  • Reliance on IT. You need to make a few changes, but you’ve been waiting forever (and you’ll continue to wait!) because the IT team has tons of other stuff to do. You have no clue how to make the changes yourself, since the code is quite complex. Meanwhile, the clock is ticking and the deadlines are creeping ever closer. You need your forms done yesterday.

Here’s how you can prevent these bottlenecks.

  • Integrate your forms. Your forms should be plugged directly into your information system, so the data’s exactly where you need it — right away.
  • Empower stakeholders. Give them the ability to review and edit forms. No more waiting on IT!
  • Make changes easy. Since your needs will change and grow with your organization, flexibility is key. You should be able to iterate quickly and effortlessly.

2. Security

When you’re dealing with people’s data, your respondents trust you to keep it safe. It’s important that you follow best practices and maintain the highest standards to ensure the security of your data.

hacker

  • Avoid ad hoc development. A handcrafted web form that’s tailored for one specific purpose is not a scalable solution. It’s best to use an agile system rather than reinventing the wheel each time.
  • Avoid rogue form creators. Take care that there aren’t any vigilantes setting up home-brewed forms to collect sensitive information.
  • Centralize form creation and data collection.
  • Make sure your developers are familiar with data sanitization, XSS, CSRF, OWASP Top 10.
  • Use (good) SSL. be sure to stay well-informed and current with the latest issues and vulnerabilities. For instance, two major security bugs (Heartbleed and POODLE) were discovered last year.

3. Non-Compliance

Compliance with data privacy laws and policies is essential to good web form design. These processes are all about what kinds of data you collect, and what happens to the data after you collect it.

  • Know your compliance requirements. They’ll depend on what types of data you collect and where your organization is located. For example, you may need to comply with FERPA, HIPAA, Section 508c, PCI, or state laws.
  • Don’t collect data that you don’t need. With every question you ask, it’s necessary to think about why you need the answer, how you’ll use the information, and whether it’s consistent with respondent expectations and data privacy laws.
  • Don’t store data longer than you have to. You shouldn’t hold onto data indefinitely, especially if you’re safeguarding sensitive information. Your organization may have specific data retention policies.
  • Control who accesses the data. Don’t share passwords, keep track of who has access to what, and limit access by default. Because data privacy is critical, access should be on a need-to-know basis.

 

For more information on web form security and data privacy, check out our guide for Best Practices in Web Form Security and see how FormAssembly can help!