Personalize your customer experience with signup forms

Data privacy changes have already started to take effect. And with tracking technology—better known as cookies—soon becoming a thing of the past, Customer-First Data™ is a more reliable and effective way for brands to give their customers a personalized experience.

Customer-First Data is information that comes directly from a current or prospective customer. This data includes information like an email address, phone number or birth date that a website visitor enters into a form. These forms have the power to change a website visitor into an engaged audience and ultimately, a loyal customer.

Here are three steps to using forms to collect useful information from your customers without turning them off.

Three steps create a more personalized customer experience with forms


1 | Go beyond the basics with your questions

Test out adding a quick question as early in the customer experience as your welcome popup. This will give you helpful information about your new subscriber that you can use later in the customer journey. Plus, having up to five fields on your signup forms probably won’t hurt conversion, which you can verify by A/B testing any changes you make.

"It’s not enough to let your customer get to know your brand—brands have to take the time to get to know each customer."

Matt Schlicht, CEO of Octane AI

Here are some things you might want to ask about, in addition to getting someone’s email and/or phone number:

  • Their birthday
  • What products they’re interested in
  • Why they’re shopping
  • How often they want to purchase your products
  • What kinds of emails they want to get

For Helen Rankin, founder of Cheeky Wipes, which offers both baby care and feminine hygiene products, it’s crucial to know what product her customers are interested in.

"People looking for period products don't necessarily want to hear about baby products. And for people who can't have children, are undergoing IVF or who have had multiple miscarriages, getting an email all about baby wipes—that's a terrible customer experience."

Helen Rankin, founder of Cheeky Wipes

To solve this problem, she simply asks her customers what product they’re interested in when they sign up for marketing.

Cheeky Wipes signup form asks for information to help personalize the customer experience

2 | Dig deeper with multi-step forms

If you want to get more information than a quick question, consider creating a multi-step form to get more details after someone subscribes.

Krakatoa, a men’s underwear brand, worked with Formtoro to create a quiz-like form that covers:

  • What product style they prefer
  • What aspect of the products matters most
  • How many brands they currently own
  • When they want to make a purchase

The signup form on Krataoa's website asks for more than just email

3 | Create segments with your customer data

With the valuable customer information you’ve learned in the first two steps, you can serve up messaging that’s more likely to result in a sale. Simply create segments—subsets of your total marketing list—that group customers based on the information they’ve shared.

"Once someone submits information via your forms, place them into segments. Then, you can show the products they’re most interested in, or include product reviews that talk about what matters most to them in abandon cart emails."

Jon Ivanco, cofounder at Formtoro

Depending on what information you got with your forms, you can create segments based on:

  • What products they’re interested in
  • What aspect of the product is most important to them
  • How often they want to hear from your brand

For example, Wilkinson Sword have a simple but effective welcome series that’s segmented by what gender a customer says they’re most interested in when they sign up: female, male, or both. This welcome email yields a purchase rate of 40%—which is nearly 20x the industry average for a welcome series.

Personalization that starts from the get go

A thoughtfully crafted signup form can help your brand create tailored content for your audience in a world that is increasingly becoming hyper-personalized.

"Because of platforms like TikTok, Instagram, and YouTube, consumers have come to expect their experiences to be personalized. Brands that take the time to get to know each customer, and personalize their interactions—those are the ones who will be tomorrow’s market leaders."

Matt Schlicht, CEO of Octane AI

Ready to get started? Learn how to create and manage a signup form that helps you drive more meaningful, personalized relationships with your customers.

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