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Using online forms to gather information

Using online forms to gather information

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Hi Folks,

I've been looking around to find a good solution to gather simple bits of information from clients, new starters on the payroll, information about cars etc, and I'm wondering if anyone has had any success doing anything similar?

My goal is just to be able to put a form together reasonably quickly then email the link out to clients when needed.

I have put something together in Signable which works okay, but it's a little clunky to set up and isn't responsive for different screen sizes. Google forms seems to fit the bill in general but I have concerns about data protection, am I being silly about that? Would paying for Google Apps let us side step the potential issues there (although I'd rather not sign up to yet another sub!)?

Thanks,

Edd

Replies (12)

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Glenn Martin
By Glenn Martin
21st Sep 2016 21:49

Google Documents

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By jayell
22nd Sep 2016 08:40

I use Typeform to collect information from new clients, via my website, and am very happy with it. For the functionality I need it's free, although there are paid for versions. The forms are very simple to set up and even on the free version look very attractive. You can receive email notifications every time a form is completed, or you can use Zapier to send this information somewhere else (I have it set up so that Zapier creates a new client and opportunity in my CRM).

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blue sheep
By Nigel Henshaw
22nd Sep 2016 08:44

I use formsite.com, I give the client a QR code to scan to access the form and everytime they submit the form it gets emailed to myself and a colleague, it used to be a right pain getting weekly payroll info from some but this way it works like a treat

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Replying to NH:
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By Harrison88
22nd Sep 2016 08:50

No one uses QR codes. iPhones for example can't read them without third party software.

Typeform, Google Forms, Wufoo, take your pick.

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Replying to Harrison88:
blue sheep
By Nigel Henshaw
22nd Sep 2016 09:09

my clients do....and for those that dont we also give them the URL, we have found formsite easy to use, easy to share, our clients love it

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By cheekychappy
22nd Sep 2016 09:03

I prefer to strip naked, break into my clients offices and snoop through their paperwork. It's best to do this after dark, when a full moon is showing, if you will.

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Replying to cheekychappy:
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By Discountants
22nd Sep 2016 10:47

cheekychappy wrote:

I prefer to strip naked, break into my clients offices and snoop through their paperwork. It's best to do this after dark, when a full moon is showing, if you will.

Surely if you are naked then a full moon is, by definition, showing.

:)

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By Practicaledd
22nd Sep 2016 09:44

Thanks everyone I'll do some digging, not sure about snooping at night though, what if it's cloudy?

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Alex Tucker, PracticeWEB
By AlexTucker
22nd Sep 2016 12:01

Hi Practicaledd

If your website is built using a content management system, you may be able to use this to create forms quite easily. This can often be connected to email marketing or CRM software making it easier to manage your data.

Might be worth asking whoever manages your website.

I do work for PracticeWEB but if your site uses wordpress or similar there should be plugins available which will help with this.

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Alex Tucker, PracticeWEB
By AlexTucker
22nd Sep 2016 12:02

You also want to make sure that whatever you're using for email lets people opt out of future communications easily

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Teignmouth
By Paul Scholes
22nd Sep 2016 17:13

Another vote for Google forms, use them all the time and, having recently let Iris go, will be using them next year to gather info

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By rpcroft
24th Nov 2016 11:45

Ed,
PDF resizing is often imperfect.
To get the perfect set up our unique html text system is probably your best bet.
Legalesign comply with international data protection standards. (ISO27001)
Richard

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