Learn everything you need to know about your new users by getting them to fill out a signup form before generating their platform account.
Usually, SaaS companies ask people to introduce their name and email address when creating a free trial/plan account. Also, new users can sign up for a new SaaS platform with their social media, Google, Microsoft, or Apple accounts.
That’s the most straightforward and fastest way to register new users. This approach, though, won’t allow you to:
As a result, you’ll have less impact in moving your free trial/plan users to paid options.
Create an interactive form and ask people to fill it out while creating a free trial/plan account on your platform. By doing so, you’ll be able to learn more about your new users, collecting information such as:
📓 User onboarding workflow: A guided process SaaS companies build for their new users, helping them understand and experience the product’s value and how it can help them achieve their goals.
📓 User onboarding emails: An email campaign guiding new users through their platform discovery process. The goals of these onboarding emails are to:
📓 Sales outreach campaigns: An email campaign crafted to nudge free trial/plan users into purchasing the annual or monthly subscription.
Getting to know your free trial/plan users will help you access multiple growth opportunities, such as:
► Quick note: Building an interactive signup experience comes with one risk. If your forms are too lengthy, people may drop them halfway. On the other hand, longer forms will help you filter between people who’re just pocking around and those who’re interested and committed to trying your product.
To signup on Wonder, people have to click on Create a Space CTA, which leads to a 16-question interactive form they must fill out before getting an account. Most questions come with answer options.
► Quick note: The form is built with Typeform.
Here’s the signup workflow the Wonder team built for new users:
❓ What’s your first name?
❓And your last name?
❓ What’s your work email address?
❓(a space personalization question) How would you like to name your space?
❓ What’s your phone number?
❓ How often do you expect to use Wonder?
❓ Who do you want to use Wonder with?
❓ What’s the main reason you’d like to use Wonder for?
❓ How do you mainly want to use Wonder?
❓ Which of these best describes your organization?
❓ How many employees work at your organization?
❓ How remote is your organization?
❓ Which of these best describes your role? How did you hear about Wonder?
❓How did you hear about Wonder?
❓(Housekeeping question) Would you like to receive tips and product updates from Wonder?
Once the new users fill out the form, Wonder automatically generates their account and dashboard space.
>> Wordable, Google Docs to WordPress platform
Wordable designed a faster workflow to learn more about its users. Once people signup up, they have to answer the following questions:
👉 Which best describe your role?
👉 How did you first hear about Wordable?
👉 What’s the most frustrating part about exporting content from Google Docs to your blog?
>> ConvertKit, the creator marketing platform
When people signup for ConvertKit, they have to fill out a quick form, answering the following questions:
👉 Where are you joining us from?
👉 How big is your audience?
👉 What kind of creator are you?
👉 What do you hope to achieve with ConvertKit?
✅ Ask yourself why do you want to collect new user data.
✅ After establishing why you want to collect new user data, list the information you want to know about the people signing up for your platform. You may want to gather data such as:
► Quick note: The questions on how people will use your platform depend significantly on your software type.
✅ The new user data you need to collect to achieve your goals (better onboarding workflows and/or stronger email campaigns) will determine the pre-sign-up form length.
✅ Create the questions. Make things easier for users and always add answer options people can select from.
✅ Choose and purchase a form builder platform. You can select between solutions, such as:
✅ Add housekeeping questions to avoid further friction. For example, you can ask users questions such as:
✅ Finally, incorporate your interactive form into the signup process.
► Quick note: Ask for your users’ names and email addresses at the beginning of the form. Then, once people have finished filling out the form, generate their account automatically without asking them to signup by introducing their email.