Form Enrichment and Shortening with Reform

(Pro Only) Optimize your forms by integrating data enrichment services directly within Reform. Enriching forms not only makes them shorter, reducing cognitive load and improving user experience but also significantly enhances lead generation through:

• Shorter Forms: Reduces user fatigue and improves completion rates.
• Accuracy: Ensures that data collected is accurate and up-to-date.
• Qualification: Enables detailed assessment of leads to prioritize based on their potential value.
• Routing: Direct leads to appropriate teams or automated processes based on their qualification.

For example, enrichment allows for varied routing strategies where high-value leads can be routed directly to sales, medium-value leads might be enrolled in specialized nurturing programs, and lower-value leads could access automated resources like on-demand demos or educational content.

A/B tests consistently show that shorter, enriched forms outperform longer ones by simplifying tasks and decreasing the time users spend on filling out fields. This feature not only populates fields accurately and automatically but also conserves users' time. This guide offers detailed instructions on how to use the Form Enrichment & Shortening feature within your forms.

How to enrich your forms.

1. Navigate to the enrichment sidebar:
   • Log in to your Reform dashboard and select a form you want to enrich. 
   • Click on the "Enrichment" sidebar menu item to access the feature
2. Select your data source:
   • Choose between two enrichment options:
     • Reform (powered by ExactBuyer): Utilizes Reform’s own ExactBuyer API key for data integration.
     • ExactBuyer (Your API Key): Allows you to use your personal ExactBuyer API key for a customized data integration experience.

3. Integrate Data Source:

• From the Enrichment page, select your preferred data source for the form.
• If using ExactBuyer with your API key, you’ll need to enter your key in the designated field marked “(Your API Key)”. You can find it by clicking the “ExactBuyer Dashboard” text link.

4. Map enrichment to form blocks:

• After choosing your enrichment data source, you can begin to map the data fields to specific blocks within your form.

• The “add mapping” feature allows you to create multiple connections, linking different data fields to various blocks in your form. This ensures that each block can display specific information pulled from these fields, enhancing form relevance and user experience by populating data where it’s most applicable.

When deciding which fields to enrich, it is recommended to include as many relevant fields as practical, focusing on those that significantly impact lead management and customer understanding. Consider enriching the following fields:

• Company Information: Company name, company size, and industry, which are crucial for B2B interactions and can influence lead scoring and prioritization.
• Personal Details: Name, gender, birth date, and occupation to personalize communications and enhance customer profiling.
• Geographic Information: Country and address for localization strategies and regulatory compliance.

By carefully selecting which fields to map and enrich, you maximize the impact of your data-driven strategies, fostering better lead management and enhanced customer interactions.

5. Hidden fields for optional data

Implement hidden fields to collect enrichment data that is useful for backend processes but does not need to be seen or edited by the user. This approach gathers more data without extending the visible form length or complicating user interactions. Hidden fields can be automatically populated with data and remain invisible to users, streamlining data collection while keeping the form interface clean. 

6. Form shortening

Form shortening is an optional yet highly recommended feature designed to enhance user experience by simplifying the form completion process. Controlled by a default-enabled toggle labeled "Form Shortening," it works as follows:

• Functionality: Automatically hides fields that can be enriched, showing only those that require user input. 
• Benefits: Reduces the visible length of forms, decreases cognitive load, and potentially increases completion rates.
• Best Use: Keeping this feature enabled is advised to maximize form efficiency and user engagement.

7. Preview and test:
   • Save your changes and preview the form to ensure that the enrichment is functioning correctly.

• Submit test entries to verify that data is being accurately pulled and populated.

Unknown lead example: 

Known lead example: 

By integrating Form Enrichment & Shortening into your forms, you can quickly enhance the form-filling process, boost lead generation, accurately collect data, and improve the overall user experience. 

For any specific needs, suggestions, or questions about setting up or optimizing your forms, please reach out to us at [email protected].