Seamless Data Collection: Embedding Forms on Your Website with Under.io
Efficient customer onboarding is essential to driving growth and satisfaction in any business. One powerful tool for creating a smooth onboarding experience is embedded forms. By embedding an onboarding form directly on your website using Under.io, you simplify the process for customers and ensure that you capture key data in an organized, automated way. This guide will show you how to leverage embedded forms with Under.io and the benefits it brings to your customer journey.
Why Embed Forms?
Embedded forms eliminate the need for customers to navigate to separate platforms or pages to provide information. Instead, they can fill out essential onboarding details directly on your website. This reduces friction, improves user experience, and makes it easier for you to collect the information needed to initiate the onboarding process. Whether you’re gathering customer information, application details, or consent forms, embedded forms provide a seamless experience for both customers and teams.
Key Benefits of Embedding Forms with Under.io
1. Improved Customer Experience: Embedded forms allow customers to complete onboarding tasks without having to leave your website. This creates a consistent, uninterrupted journey, reducing the chances of drop-off and enhancing customer satisfaction.
2. Customizable and On-Brand: With Under.io, your embedded forms can be fully customized to match your brand’s colors, logo, and style. A cohesive visual identity across all touchpoints strengthens brand recognition and shows customers you’re attentive to detail.
3. Streamlined Data Collection: When forms are embedded directly into your website, the data flows instantly into your Under.io dashboard. This integration reduces manual data entry, improves data accuracy, and saves time for your team.
4. Automation and Triggered Actions: Under.io’s embedded forms allow you to set up automated workflows and triggered actions based on form submissions. For example, once a form is completed, Under.io can automatically notify your team, create a new client profile, or initiate the next onboarding steps.
5.Easy to Update: Need to change a field or add new options? Under.io makes it simple to update embedded forms, ensuring you can adapt quickly to changing business needs without requiring a web developer for every update.
How to Embed a Form on Your Website with Under.io
Embedding a form on your website using Under.io is straightforward. Here’s a quick guide:
1. Create Your Form: In your Under.io dashboard, create or customize an onboarding form that fits your business needs. Add all the fields necessary for gathering essential customer information.
2. Copy the Embed Code: Once your form is ready, Under.io generates an HTML embed code. Copy this code to insert into your website.
3. Add to Your Website: Paste the embed code into your website’s HTML, either on a dedicated onboarding page or any section where you want customers to see the form. This can usually be done through your website builder or content management system (CMS).
4. Test the Form: Before making the form live, test it to ensure it displays correctly and that submissions are flowing into your Under.io dashboard as expected. Make any adjustments necessary for optimal performance.
5. Go Live: Once everything is set up, publish the page. Your embedded form is now live and ready to collect data.
