If you’re looking for a way to improve your marketing efforts, you should consider using a contact form.

A contact form helps customers get in touch with you quickly and document their contact information into your marketing and sales database immediately. Additionally, a contact form with marketing automation software can help track customer interactions and campaign success and improve your overall marketing strategy. This article will explain how to use contact forms with marketing automation software and deliver tips on getting the most out of them!

Why are contact forms more powerful when linked to marketing automation software?

A contact form on its own will collect customer data and send a notification, but when connected to a marketing automation software suite, it is an entirely different ballgame.

Below are some of the advantages when a contact form is linked to a marketing automation software:


Campaign Tracking

Marketing automation software will attach all campaign interactions with your brand that a lead had immediately after their data is captured via a contact form. This insight allows marketing teams to understand which campaigns are working and what is not.


Website Activity Insight

You can see what website pages a lead has visited, how long they stayed on each page, and what forms they’ve filled out. This information helps you understand their interests and provide in-depth insight to the sales rep assigned to follow up.


Future website visit tracking

After tracking is established with a lead via a contact form, most marketing automation software can notify the assigned salesperson when the lead returns to the website.


Automated email follow-up

Once a contact form is submitted, marketing automation software can automatically send an email to the lead with additional information or next steps. These emails can be a simple email confirmation or a complicated sequence of emails sent over an extended period.


List segmentation

Most marketing automation software can segment lists based on specified criteria. For example, you can create a list of all leads that have expressed interest in a specific product or service that they highlighted in their contact form submission.


In-depth lead distribution

You can specify how your leads are distributed based on geography, campaign, product, service, etc. This ability ensures that the appropriate sales representative is notified of a new lead as quickly as possible and has all the information they need to follow up.


Display Ad Retargeting

After a contact form is submitted, marketing automation software like Sharpspring can establish tracking that will allow a business to deliver retargeting display ads via Sharpsring Ads to the potential customer as they navigate other websites throughout the internet.

Do I need a developer to build a form when
using marketing automation software?

No, most marketing automation software has a form builder that does not require coding. Simply choose the fields you want to include in your form and add it to your website. If you’re using a popular platform like Sharpspring, you get a code snippet that you can copy and paste onto your site.

You may need a developer to help with the implementation if you have a more complex form. However, many marketing automation software providers offer support and have pre-built forms that can be used out of the box.

What are some tips for using contact forms with marketing automation software?

Marketing automation software has many benefits to building your landing pages. Some of the most notable benefits include:

  • Use progressive profiling to collect more information about your leads over time gradually. This capability ensures you don’t ask for too much information upfront and risk losing potential customers.
  • Always give visitors the option to opt out of future communications. This helps you comply with anti-spam laws and build trust with your leads.
  • Use form submission data to segment your leads and create targeted lists. This allows you to send more relevant communications and improve your conversion rates
  • Automate email follow-ups after a contact form is submitted. This helps you stay in front of your leads and move them through the sales funnel.

If you’re not using contact forms with your marketing automation software, you’re missing out on valuable opportunities to move your leads and customers further through your pipeline. By taking advantage of marketing automation software’s features and functionality, you can turn a simple contact form into a powerful tool for growing your business.

If you need assistance, we have a team of contact form and marketing automation experts to help you achieve your goals. Click Here to learn more about our services at Cleartail Marketing and watch video testimonials from our clients. Please make sure to contact us if you have any questions!

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