Gleam uses a typeform to sign agency clients up for its marketing growth platform. The company created a branded template, duplicated it in its Workspaces, and adapted it to the kind of clients it was looking for.
You can read all about the impact this has had on Gleam’s business over on our blog. Here we take a behind-the-scenes look at how the typeform was created. You can adapt this to fit your own company’s needs, and build a striking signup form that converts.
1. The form starts with a Welcome Screen. And this is a great example of a well-branded Welcome Screen:
Gleam wrote a nice introduction and edited the Start button (to say ‘Get Started”).
2. Gleam uploaded a logo, and went to the Design area to customize its own theme. The creator chose a background image, and selected a color scheme that would fit the brand. Note that the brightness has been adjusted, so the background image isn’t too intrusive.
3. Gleam wanted to capture the essentials from its potential agency clients, so questions that are short and to the point is a good idea.
The typeform collects contact and personal details with Short text, and an Email question:
4. Then, a Number question lets Gleam ask the size of the agency.
5. The creator of the typeform used a Multiple Choice question to check which Gleam products the client is interested in.
6. This is followed up with a Short text question letting clients explain if they use similar solutions to Gleam already.
7. Two Number questions ask how many clients the agency expects to use Gleam, and then how many employees will use it:
8. The typeform finishes up with a Multiple Choice question asking for the agency’s annual budget, and a Short text question in case they have any specific or custom requirements.
Budget is essential knowledge, of course. Depending on what the client answers, they will be sent to one of two Thank You Screens.
Gleam offers agency plans above a certain price, so if the prospect says they have a lower budget, a Logic Jump sends them to a Thank You Screen suggesting an individual plan. If the budget meets Gleam’s pricing, Logic Jump sends them to a Thank you screen for Agency Plans.
Here’s how the Logic Jump was set up:
10. Both customized Thank you screens have the Redirect after submitting feature set up to funnel the prospect to the right place.
The Redirect link in the first Thank You screen (for those with a budget higher than $5,000) goes to a Calendly link where the prospect can instantly set up a call with someone from the Gleam sales team.
On the second Thank You Screen, the link sends leads those with a budget under $5,000 to Gleam’s pricing page.
11. Finally, a Short text question was added before the Thank You Screens, allowing people to give more details about their request.
12. To make sure Gleam never misses a lead, the typeform has Self Notifications activated, so an email is sent every time an agency completes the typeform. Find out how to activate them.