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Product Thursday: Better communications with Custom Sign-up forms

13 November 2024

Just like Uncle Ben always said (and apologies to Spider-Man fans for borrowing the quote), "With great customer experience comes great retention." And nothing spices up a customer experience quite like personalization.

But how can businesses better personalize their customer interactions? The answer is closer than you think, hidden in those mundane sign-up forms on your website or app. Usually, when a customer signs up, you collect basic information like their name, number, and email. Task done and dusted, right?

Indeed, it could be, if you're satisfied with an average customer experience. But we're here for those who want more than mediocrity, those striving to be the best. To achieve this, you need more than just the name and email of your customers. You need to know them well, just like they were your best buddies.

Enter our new feature,

Revamped Customer Forms

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Now, when a customer signs up, you can ask them to fill in additional details like their pronouns, gender, date of birth, and address.

Sounds complicated? Not at all!

Here's how to toggle:

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1. Go to your CRM

2. Click on 'Settings'

3. Click on 'Customers'

4. Update the toggles as per your requirements

Bada bing, bada boom! Just like that, you've got all the information you need to deliver a tailor-made customer experience.

Because just like I might know your first name, your business deserves to know more about its customers. Not for the sake of the information itself, but for the sake of providing a personal touch, a human element to your service. And that, my friends, is how you retain customers.

So, why not give these Revamped Customer Forms a spin? We'd love to hear your thoughts!

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20hrs saved weekly • $63,080 avg. revenue increase • 15-day free trial

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If you don't grow revenue in 90 days — your subscription is on us for life

20hrs saved weekly • $63,080 avg. revenue increase • 15-day free trial