A SurveyGizmo user dramatically boosts conversion: A whopping 69% of those viewing a newsletter sign-up page join, and of this group, an enormous 81% complete a pre-qualification sale form.

This simple but highly effective case study builds on our previous articles on using SurveyGizmo for Contact forms. You can go back and catch up on those if you need to: Part One and Part Two.

Jeff Nelson of Loan Office Marketing had what seemed like a straightforward request for his email service provider. He wanted to ask a few prequalification questions right after the Loan Office Marketing newsletter signup page. Those questions would help him follow up with qualified leads more effectively.

Most newsletter services let you redirect your signups to a ‘thank you’ page. So it would have been really simple to redirect the subscriber to a survey after submitting their newsletter request. But here’s the kicker: he didn’t want the user to leave his web site, and most certainly he didn’t want to ask for name and email twice. After having just collected this information, it’s a poor practice to ask for it again a second later… Oh yeah — and he wanted to have conversion rates of visitors -> sign-ups -> survey question takers preferably all in one report.

Jeff asked his email service provider, but they couldn’t help. Thankfully he, being the clever guy he is, solved these problems by managing the entire process in SurveyGizmo. Here is how he did it:

Step 1: Build the first page of the contact form

We helped Jeff create a contact form using SurveyGizmo. The first page contained only a newsletter sign-up and some sales text describing the newsletter. The web form was embedded in a page on his web site (just like Google AdWords, using javascript). The user is never aware that the content being shown is being dynamically generated.

Part 1 of the newsletter form

Step 2: The follow-up questions

Jeff then created a second page to the survey/signup form that contained follow-up questions. As an incentive, he used a discount on his services to help boost conversion. Note: respondents who stop here are already subscribed to the newsletter because SurveyGizmo pushed it to his email service provider automatically. So if they continue, great, but if they don’t, he can at least continue to market to them through his newsletter.

Part 2 -the optional sales prequalification survey form

What happened (i.e. the conversion statistics)

A whopping 69% of the people viewing the newsletter sign-up page completed the form and joined. And, of those who joined the newsletter, an enormous 81% completed the pre-qualification sale form to receive the discount on services.

This case study reiterates last week’s lesson on Contact Forms: Increase conversions with multi-step web forms. Multipart staged conversions can produce dramatically better results than longer single step forms.

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