{"id":14453,"date":"2020-02-18T06:00:41","date_gmt":"2020-02-18T11:00:41","guid":{"rendered":"https:\/\/www.gravityforms.com\/?p=14453"},"modified":"2020-06-16T08:24:52","modified_gmt":"2020-06-16T12:24:52","slug":"setting-clear-expectations-with-your-lead-generation-and-contact-forms","status":"publish","type":"post","link":"https:\/\/www.gravityforms.com\/setting-clear-expectations-with-your-lead-generation-and-contact-forms\/","title":{"rendered":"Setting Clear Expectations with Your Lead Generation and Contact Forms"},"content":{"rendered":"<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-14454\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/FEATURED-Setting-Clear-Expectations-with-Your-Lead-Generation-and-Contact-Forms.jpeg\" alt=\"Set expectations\" width=\"2250\" height=\"1500\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/FEATURED-Setting-Clear-Expectations-with-Your-Lead-Generation-and-Contact-Forms.jpeg 2250w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/FEATURED-Setting-Clear-Expectations-with-Your-Lead-Generation-and-Contact-Forms-300x200.jpeg 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/FEATURED-Setting-Clear-Expectations-with-Your-Lead-Generation-and-Contact-Forms-768x512.jpeg 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/FEATURED-Setting-Clear-Expectations-with-Your-Lead-Generation-and-Contact-Forms-1024x683.jpeg 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/FEATURED-Setting-Clear-Expectations-with-Your-Lead-Generation-and-Contact-Forms-90x60.jpeg 90w\" sizes=\"(max-width: 2250px) 100vw, 2250px\" \/><\/p>\n<p>\u201cWhat happens next?\u201d is a common question users ask before they complete a form. They don\u2019t know exactly what will happen after clicking the submit button. Their uncertainty often prevents them from clicking it at all.<\/p>\n<p>A key way to boost conversions (throughout all of your marketing, not just your forms) is to set clear expectations for your customers. You can help them make a decision to move forward by explaining what will happen next.<\/p>\n<p>In this article, we\u2019re going to show you some important ways to set expectations for your users and customers. These simple techniques will make them feel comfortable about taking the next step with your brand (and all of them are easily managed in Gravity Forms).<\/p>\n<p><!--more--><\/p>\n<p>[content_upgrade cu_id=\"14452\"]Free download: Landing Page Language Tips to Set Expectations[content_upgrade_button]Click Here[\/content_upgrade_button][\/content_upgrade]<\/p>\n<h2>How to Set Expectations for Form Users<\/h2>\n<p>In order to set expectations, you have to inform users what will happen as they interact with your brand. You can do this by using clear language, providing timelines, and serving information on your thank you page and in your follow-up email.<\/p>\n<h3>1. Use Clear Language<\/h3>\n<p>A great way to make your users and customers comfortable with your website (and your entire online presence) is to lay out what happens after they take action. They should always have a good idea what will happen before they click a link, read a page, or submit a form.<\/p>\n<p>For instance, let\u2019s say you publish an ad on Facebook for people to read your new eBook. You include a call to action that says \u201cLearn More.\u201d People expect to learn more about your eBook after clicking your link. But if your link sends them to a payment form, their expectations won\u2019t match what\u2019s in front of them. They\u2019ll bounce off your site right away because they weren\u2019t expecting to make a purchase.<\/p>\n<p>Explain what will happen before your users submit one of your contact forms or lead generation forms. Be absolutely clear with your language and imagery. Don\u2019t get lost in trendy marketing speak. Avoid phrases such as\u2026<\/p>\n<ul>\n<li>\u201cJoin our revolution.\u201d<\/li>\n<li>\u201cAre you ready to take the plunge?\u201d<\/li>\n<li>\u201cCreate a better you.\u201d<\/li>\n<\/ul>\n<p>That type of phrasing seems powerful, but doesn\u2019t explain what will actually happen. Instead, opt for simple language, such as\u2026<\/p>\n<ul>\n<li>\u201cRequest a 100% free quote.\u201d<\/li>\n<li>\u201cJoin our community of volunteers.\u201d<\/li>\n<li>\u201cGet your free diet plan.\u201d<\/li>\n<\/ul>\n<p>That type of language helps users understand exactly what will happen once they take the next step. Your <a href=\"https:\/\/docs.gravityforms.com\/editing-form-titles\/\">form title<\/a> is a great place for this. You can also reinforce their expectations by using specific <a href=\"https:\/\/docs.gravityforms.com\/form-settings\/#form-button\">language in the call to action<\/a>. Avoid using vague words like \u201cSubmit\u201d or \u201cComplete.\u201d<\/p>\n<p>This AirBnB landing page uses language well. The title and call to action are simple and straightforward.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-14455\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/airbnb-copy.png\" alt=\"Set expectations\" width=\"659\" height=\"693\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/airbnb-copy.png 659w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/airbnb-copy-285x300.png 285w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/p>\n<h3>2. Give a Reasonable Timeline<\/h3>\n<p>Timelines make users and customers feel comfortable that things are working behind the scenes. It reassures them that you\u2019re taking steps to fulfil your end of the bargain, even though they can\u2019t see it. So whenever you tell them what happens next, give some kind of indication about when it will happen.<\/p>\n<p>Shipping estimates are the simplest form of a timeline. You probably depend on these yourself. If you sell a physical product, it\u2019s important to tell your customers when they\u2019ll receive it. Even better: Give them a link to track their package so they can follow it every step of the way.<\/p>\n<p>Timelines are useful if you provide a service, as well. Let your customers know when they can expect you to deliver the service. For instance, if you sell landscaping services, you might tell leads how long before someone reaches out to them by phone or how long until someone stops by to review the property.<\/p>\n<p>Whenever you set a timeline, make sure you can meet it. Don\u2019t give overly optimistic dates just because you think that\u2019s what the customer wants to hear. It\u2019s better to under promise and over deliver. If you fail to meet your estimate, your users and customers will immediately assume the worst. You\u2019ll end up reassuring them by email or over the phone, which defeats the entire purpose of the timeline.<\/p>\n<h3>3. Redirect to a New Page<\/h3>\n<p>The <a href=\"https:\/\/www.gravityforms.com\/landing-pages-form-conversions\/\">landing page<\/a> where users submit your form isn't the only place you should set expectations. You should also help your users understand what happens next with a dedicated \u201cthank you\u201d page.<\/p>\n<p>The thank you page is the perfect opportunity to explain the next steps and timeline in full detail. You already have the conversion at this point, so don\u2019t worry about being long-winded. In fact, details and specifics will reassure users that there\u2019s a clear process moving forward.<\/p>\n<p>If you need the submitter to do anything on their end, the thank you page is the perfect time to give those instructions. For instance, you might need them to whitelist your email address, collect some data, or be prepared to answer certain questions for an upcoming phone call.<\/p>\n<p>Your thank you page is also an opportunity to prompt the user to make more interactions with your brand. This Digital Marketer page may be succinct, but it does the job well. It thanks the user, tells them their product is on the way (what\u2019s next), tells them when they\u2019ll receive it (timeline), and then urges the user to grab an additional product.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-14456\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/digital-marketer-thank-you-page.png\" alt=\"Set expectations\" width=\"615\" height=\"415\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/digital-marketer-thank-you-page.png 615w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/digital-marketer-thank-you-page-300x202.png 300w\" sizes=\"(max-width: 615px) 100vw, 615px\" \/><\/p>\n<p>In Gravity Forms, you can <a href=\"https:\/\/www.gravityforms.com\/form-submission-redirect\/\">redirect users to any page<\/a> after a form submission. They will only reach the page if the form is submitted successfully.<\/p>\n<h3>4. Send an Email Receipt\/Notification<\/h3>\n<p>Once a customer uses a form, it\u2019s important to send an <a href=\"https:\/\/www.gravityforms.com\/how-to-craft-great-form-confirmation-emails\/\">email notification<\/a> right away, even if you already sent them to a thank you page. This serves a few purposes:<\/p>\n<ol>\n<li>It verifies that the user gave you a legitimate email address. If the email is undeliverable, you know the user gave you a bogus address, probably to get your freebie.<\/li>\n<li>It established an email-based relationship. The user grows accustomed to interacting with emails from you and your brand. This makes them more likely to open your emails in the future.<\/li>\n<li>It provides them with necessary information about the form submission, like a receipt for a purchase, the date of their submission, and any other information you think they should be able to access at any time without returning to your site.<\/li>\n<\/ol>\n<p>Point #3 is how you set clear expectations. This is another place to show them your timeline or what happens next. Make sure to include anything your users might need to know or use to have a better interaction with your brand. That might include\u2026<\/p>\n<ul>\n<li>Payment information, such as how much they paid for each product\/service, the manner they paid (last four digits of their credit card, for example), or when the transaction will appear at their bank.<br \/>\nShipping information, such as their shipping address, estimated delivery time, and a link to track their order.<\/li>\n<li>Links to access restricted or downloadable content.<\/li>\n<li>Information to get the best use out of your product, such as how-to guides, explainer videos, or instruction manuals (or links to any of those).<\/li>\n<li>Instructions to return the product or receive a refund.<\/li>\n<li>Links to content you\u2019ve created that helps them get more value out of your product or service.<br \/>\nAnswers to common questions.<\/li>\n<li>Some extra information about you or your brand to make them more comfortable.<\/li>\n<\/ul>\n<p>You don't have to include all of that in the email confirmation, of course, just the tidbits that soothe any potential anxiety about your brand. For instance, if you know recent customers still struggle with lingering doubts about hiring you to manage their social media profiles, you could include a link to a case study that shows how you helped a customer grow their social media presence.<\/p>\n<p>In Gravity Forms, you can customize your email notifications to give your submitters all the information they need.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-14457\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/gravity-forms-email-customization.png\" alt=\"Set expectations\" width=\"866\" height=\"757\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/gravity-forms-email-customization.png 866w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/gravity-forms-email-customization-300x262.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/02\/gravity-forms-email-customization-768x671.png 768w\" sizes=\"(max-width: 866px) 100vw, 866px\" \/><\/p>\n<p>[content_upgrade cu_id=\"14452\"]The copy on your landing page is key to securing conversions. These language tips will make your customers and users comfortable about taking the next step.[content_upgrade_button]Click Here[\/content_upgrade_button][\/content_upgrade]<\/p>\n<h3>Make Users Comfortable<\/h3>\n<p>To many people, submitting a form is a big step, especially if it leads to another big step like arranging a call, getting a quote, or making a purchase. This decision is often fraught with anxiety. As a marketer, your job is to make your users and customers comfortable by setting expectations for the experience.<\/p>\n<div class=\"alert_blue\">\n<img loading=\"lazy\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1.png\" alt=\"Gravity Forms Newsletter\" width=\"80%\" height=\"auto\" class=\"aligncenter size-full wp-image-15192\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1.png 2858w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-300x101.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-1024x345.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-768x259.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-1536x518.png 1536w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-2048x691.png 2048w\" sizes=\"(max-width: 2858px) 100vw, 2858px\" \/><br \/>\n<strong>If you want to keep up-to-date with what's happening on the blog sign up for the Gravity Forms newsletter!<\/strong><br \/>\n\n                <div class='gf_browser_unknown gform_wrapper' id='gform_wrapper_83' ><div id='gf_83' class='gform_anchor' tabindex='-1'><\/div><form method='post' enctype='multipart\/form-data'  id='gform_83'  action='\/wp-json\/wp\/v2\/posts\/14453#gf_83'>\n                        <div class='gform_body'><ul id='gform_fields_83' class='gform_fields top_label form_sublabel_below description_below'><li id='field_83_2'  class='gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible' ><label class='gfield_label gfield_label_before_complex'  >Email<span class='gfield_required'>*<\/span><\/label><div class='ginput_complex ginput_container ginput_container_email' id='input_83_2_container'>\n                                <span id='input_83_2_1_container' class='ginput_left'>\n                                    <input class='' type='email' name='input_2' id='input_83_2' value=''    aria-required=\"true\" aria-invalid=\"false\"\/>\n                                    <label for='input_83_2' >Enter Email<\/label>\n                                <\/span>\n                                <span id='input_83_2_2_container' class='ginput_right'>\n                                    <input class='' type='email' name='input_2_2' id='input_83_2_2' value=''    aria-required=\"true\" aria-invalid=\"false\"\/>\n                                    <label for='input_83_2_2' >Confirm Email<\/label>\n                                <\/span>\n                                <div class='gf_clear gf_clear_complex'><\/div>\n                            <\/div><\/li><li id='field_83_3'  class='gfield gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible' ><label class='gfield_label'  >Privacy<span class='gfield_required'>*<\/span><\/label><div class='ginput_container ginput_container_checkbox'><ul class='gfield_checkbox' id='input_83_3'><li class='gchoice_83_3_1'>\n\t\t\t\t\t\t\t\t<input name='input_3.1' type='checkbox'  value='I agree with the storage and handling of my data by this website. - &lt;a target=&quot;_blank&quot; 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<\/script>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Setting expectations is a key way to boost conversion. In this article, we show you how to set expectations with your forms.<\/p>\n","protected":false},"author":215519,"featured_media":14454,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[8403,5636,8402],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v16.5 (Yoast SEO v16.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Set Expectations with Your Forms<\/title>\n<meta name=\"description\" content=\"Setting expectations is a key way to boost conversion. 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