π Increasing Sign Ups With The Ultimate Free Demo / Free Trial Form π₯
John Stewart
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We've been working on paid ad campaigns with B2B SaaS companies for a while now, and I believe we've found the optimal layout for a Free Demo / Free Trial form.
After all, what's the point in testing various layouts wasting months and money when you can just get handed the cheat code.
If you want to watch the full video explaining everything + the psychology behind why can be found here:
https://youtu.be/zTmHPymvoZI
However high level here's the principles:
π€ The central premise is that at any point someone needs to take action in something they do a quick subconscious (or sometimes conscious) calculation in their head, which weighs up the energy expended vs the reward gained.
If they conclude, they won't get a decent enough reward for their efforts; they won't take action. This principle applies to everything, not just forms.
So the goal on a form page is to explain the value exchange clearly and ensure the perceived value of JUST THAT STEP (not your whole solution) is of such a level that them completing the action is a no brainer.
β layout
For layout, you want everything on one page above the fold, and you want to remove all navigation. You should place the form on the right-hand side and the value exchange explanation to the left.
π Form
Keep it short so that it's less daunting. If you need to ask a lot of questions, deliver the questions to them in micro chunks with form pages so that people commit in increased levels of depth (TypeForm uses this principle to significant effect).
π High Level
On the left, summarise in a few sentences what the proposition is. Again, fairly straightforward, but for some reason, a lot of people don't do this.
π€― Benefits
The most important section! You need to list what they will get out of / learn from completing the form on the left. Simply put, you list the benefits they acquire from just that next step. So if it's a demo, it'll be what they will learn. If it's a trial, it'll be the benefits they get from the service by the end of the trial.
Most people do a butchered version of this; they list features or reasons why they're amazing.
You want to bullet point the main benefits people told you they wanted to see in the market research you ran. List this in the exact language your target audience uses.
πΎ Next Steps
Also, quickly explain the next steps. This works more on demo forms than on free trial forms. Explain what will happen next, so your prospect doesn't feel like they're diving into the unknown.
π‘ Credentials + Testimonials
At the bottom of the page, show logos of companies you've worked with, reviews on Product Hunt / Capterra etc. and also testimonials. This is to build trust with the prospect.
You could argue, 'we do all this elsewhere on our website'! And good for you! But you need to reiterate all these points at the point where the person has to take action.
If you want to see example layouts and get more insights into why this is the best layout, check out the video!
https://youtu.be/zTmHPymvoZI
If you have found out any layouts or elements we haven't covered, please share!
Thank you for reading.
Source: We run marketing + ad campaigns for B2B SaaS companies.
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