How FormAssembly Uses FormAssembly Series
Learn how we use our own software! Follow along with our How FormAssembly Uses FormAssembly series for examples of how our high-functioning team leverages customizable web forms across all departments.
How do we power our remote marketing team? We start with great leadership, add in communication and teamwork, and finish it off with all the right technology. One of the platforms we utilize most frequently is our own: the FormAssembly form builder.
We use FormAssembly on our marketing team to create surveys, plan internal events, capture leads, streamline internal processes, and more.
Here are nine ways our marketing team uses FormAssembly:
1. Marketing Content Download Forms
Our inbound marketing efforts are focused on getting customers and prospects the informative, helpful content they need quickly and efficiently. We use FormAssembly web forms to collect information and allow people to download our content, including eBooks, guides, and checklists.
2. Internal Marketing Request Form
When you work on a remote team, requests for marketing projects and deliverables come in multiple different formats. You might get a request in an email, a one-on-one chat conversation, a group chat, video call, a comment on a Google doc, a task in a productivity app—the list goes on and on. On a growing team, it’s almost impossible to keep up with all the chats, emails, and in-person requests for our time and effort.
We solved the confusion with a marketing request form that gathers pertinent information from whomever is requesting the marketing department’s assistance and sends that information to a Slack channel. This process helps us better understand requests so we can properly assign projects and ensure that they’re completed.
3. FormAssembly Demo Scheduling
On our marketing team, like many others, marketing assists sales by capturing and nurturing leads. One of the most powerful ways we capture new leads is through the demo request forms on our website. We use FormAssembly to build these forms, which capture lead information and assign it to someone on our sales team for follow-up within Salesforce. These leads also enter our drip email campaigns where we begin the nurturing process.
4. Employee Highlights
Just about anything can be made into a form—even an interview. Our employee highlight articles all consist of largely the same questions, so we replaced our endlessly copied Google Doc with a form that allows people to submit their answers quickly and easily. See a snapshot of the form below and some highlights:
- Rory Mahony, Partner Account Manager
- Melony Hypes, Manager of Customer Support
- Joey Owens-Barham, Director of Talent and Culture
5. Blog Contact Form
Some of our use cases are more inventive than most you hear, and others are simple, but they still play an important role in our marketing processes. One example of this is our blog contact form. It’s a simple contact form with reCAPTCHA enabled that makes it easy for website visitors to sign up for blog update emails.
6. Customer Surveys
We’ve said it before: One of the best ways to find out what your users want is to ask them.
We’ve administered a few customer survey forms in the past to gain insight into what our users care about and what they’re interested in learning. The example below demonstrates a form building best practice: using field types that require less user effort than others. Here, we use checkboxes and radio buttons instead of drop-down menus, which aren’t ideal for all situations because they require unnecessary clicks.
7. Event Planning Forms
As a remote team, finding ways to interact and socialize with coworkers is essential to the success of our culture. In 2020, we planned a remote company reunion to encourage team-building while adhering to travel restrictions. We used—you guessed it—a FormAssembly form to allow employees to choose their activities.
8. UTM Builder
Like many marketing teams, we use UTMs on our social media and co-marketing URLs to better track the success of campaigns and content. To make UTM building easier, we created a form that gathers all necessary information about a link and creates a URL with UTMs that anyone on the marketing team can easily copy and paste. The form is also integrated with a Google Sheet so we can conveniently revisit all the URLs we’ve created in one place.
9. Webinar Referral Forms
If you’re a marketer, you know that referrals can be gold. People are often more likely to take the advice of friends and colleagues than to listen to experts or even the brands themselves. We make the most of this through referral forms. With a few clicks, our audience members can invite their acquaintances to start a trial of our platform. Once completed, the form triggers an email to their references with a link to our trial page. When paired with incentives for referring, everyone wins.
See our marketing forms in action
Watch our on-demand webinar to see our FormAssembly marketing team demonstrate four powerful ways we use our own product:
Could your marketing team use any of these use cases? Switch to FormAssembly and try them out.
