Forms Tips

Data entry
Forms should provide flexible options when entering data such as phone numbers and credit card info. Don’t be too rigid in the proper “format”. Allow spaces, dashes, dots etc. to be accepted in these fields.
Field labels
Field labels should be clear and unambiguous. Do you want a first name, last name, full name or business name? Make sure your visitors know exactly what you’re asking.
Information gathered
Do not request more information than is absolutely necessary. Request only the information you need to fulfill the request. Requiring too much information turns people away from contacting you altogether.
Minimize instruction
Keep form instructions at a minimum. People tend not to read instructions which can then cause frustration if they do something “improperly”. Make it easy for them.
Provide choices
Providing options with radio buttons, selection boxes or drop downs are a good way to ensure you get the information you need while not requiring too much extra thought. But be careful. Using these can prevent visitors from providing the correct answer, if it’s not an available option.
Required information
Note any field that requires a response with an asterisk (*), preferably colored red.
Submission errors
Forms submitted with improperly complete fields should return user to a page listing instructions on how to correct the error. Such instructions must be clear and obvious.
Data preservation
If a user leaves required form fields blank causing an error, preserve the information already filled in. A system that forces users to re-input all their information creates additional frustration and creates an easy exit point for a would-have-been conversion.
Progress indicator
Forms spanning multiple pages must show a progress indicator so visitors know where they are in the process and how many more “steps” are required to completion.
Progress navigation
If a form spans multiple pages, allow users to navigate back to previous pages in order to change answers or fix mistakes.
Site navigation
It can sometimes be helpful to remove all site navigation elements once a lengthy form process is started. This can prevent distractions and encourages visitors to complete the process.
Privacy
Providing privacy assurances near the email field or the form submit button can create additional trust in confirming that the shopper’s information is safe.
Information verification
After a form has been completed and submitted, provide all submitted information for final review and verification.
Confirmation pages
After submission of data, take the visitor to a confirmation page that explains what can be expected to happen next. Provide as much detail, including time frames, as possible.
Error messages
Error messages should not use technical language and must never assign blame. Keep them simple and polite.
Custom error page
Broken or improperly formed URLs should send user to a customized 404-Redirect page with helpful links back to the site’s main information.