Gleam shows how to make a signup form for agencies

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”).

Screenshot showing how Gleam built its welcome screen

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.

Screenshot showing where to upload a background image

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 blocks, and an Email block:

Screenshot showing initial question blocks

4. Then, a Number block lets Gleam ask the size of the agency.

Screenshot showing how to add a Number block

5. The creator of the typeform used a Multiple Choice block to check which Gleam products the client is interested in.

Screenshot showing addition of Multiple Choice block

6. This is followed up with a Short text block letting clients explain if they use similar solutions to Gleam already.

Screenshot showing addition of another short text block

7. Two Number blocks ask how many clients the agency expects to use Gleam, and then how many employees will use it:

Screenshot showing two number blocks

8. The typeform finishes up with a Multiple Choice block asking for the agency’s annual budget, and a Short text block in case they have any specific or custom requirements.

Screenshot showing final multiple choice block

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:

Screenshot showing the Logic Jump used

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.

Screenshot showing first Thank You screen

On the second Thank You Screen, the link sends leads those with a budget under $5,000 to Gleam’s pricing page.

Screenshot showing second thank you screen

11. Finally, a Short text block was added before the Thank You Screens, allowing people to give more details about their request.

Screenshot showing the final block

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.