IT Product Information Request Form

Please remove Form Template Insight before publishing the form.

Key Considerations:

• Keep it concise: Only ask for essential information. Too long forms are abandoned.
• Use clear and simple language: Avoid technical jargon unless your audience is technical.
• Group related questions: This makes the form easier to navigate.
• Consider conditional logic: Show/hide questions based on previous answers to personalize the experience.
• Data Privacy: Be transparent about how you will use the collected data. Include a link to your privacy policy.

Instructions for III. Specific Features and Functionality

• Number of Features: If you have a large number of features, consider grouping them into categories to make the question less overwhelming.
• User Experience: Choose the option that is easiest for your users to understand and complete.
• Data Analysis: Consider how you will analyze the data. Checkboxes and Rank-order input field are easiest to analyze quantitatively.
• Clarity: Make sure the question and instructions are very clear.

Instructions for IV. Usage and Implementation

• Concise Options: Keep the options short and easy to understand. Use the same timeframes across your forms and other marketing materials.
• Consider "Not Sure" Option: Including a "Not sure yet" or "Unsure" option is helpful for users who haven't made a decision.
• Purpose: Is this for purchase, implementation, or both? If it's for implementation, a date picker might be more appropriate. For purchase, a broader timeframe might be better.
• Precision: How precise of a timeframe do you need? If you need a specific date, use a date picker. If a general range is sufficient, a dropdown or radio buttons might be better.
• User Experience: Choose the method that is easiest for your users to understand and use.
• Data Analysis: Consider how you will use the data. Dropdowns and date pickers are easier to analyze than free text.
• Required vs. Optional: If the timeframe is not essential, make the field optional.
• Clear Instructions: No matter which method you choose, provide clear instructions to the user.
• Consider Your Audience: Use timeframes that are relevant to your target audience and their typical buying/implementation cycles.
• Keep it Simple: Don't offer too many options. A reasonable number of well-defined timeframes is better than a long, confusing list.
• Test and Iterate: Track the responses you receive and adjust your timeframes if necessary. You might find that your initial assumptions about customer timelines were incorrect.

Instructions for V. Budget and Decision Making

• Consider your target audience: Choose the method that is most appropriate for your users.
• Provide clear instructions: Explain how to fill out the field and any limitations or requirements.
• Use validation: If using a number field, set limits and validation rules to ensure data consistency.
• Make it optional: If budget information is not essential, consider making the field optional.
• Keep it Relevant: Use roles that are relevant to your business and the types of customers you interact with.
• Be Concise: Use clear and concise role descriptions.
• Consider "Other": Always include an "Other" option with a text field for users to specify their role if it's not listed.