KYC Form Template

Benefits of using this KYC Form Template

With SurveySparrow, this KYC form template offers many benefits. Features like conversational UI, QR code sharing, multiple formats, google sheet integrations, and others make it more than just an information collection tool.

Let’s look at these benefits,

Conversational UI

Add emojis, gifs, interactive messages, pictures, and videos to your Know Your Customer form to make it engaging. Use pictures, and gifs, from the built-in Unsplash and Giphy library. A form that is easy to fill and engaging helps you brand yourself as unique, and simplifies form filling for the respondents.

25+ Form Field Types

Collect comprehensive information with multiple question types. Our form builder offers a diverse range of question formats, including multiple-choice, open-ended, email ID, phone number, and more. Collecting details in different formats helps you sort the data better for further filtering.

Multiple Formats

Choose between a conversational style, where one question appears on each screen, a traditional single-page layout, or an interactive chatbot experience. Different formats give you the flexibility to collect information seamlessly from different channels.

Use it Offline

Install the SurveySparrow app on your offline device and collect customer details at your offices. Using this KYC form template on offline devices like a kiosk or tablet can help you collect details with no dependency on the internet. With a tablet, your staff can collect details from your customers over a telephone or face-to-face conversation. This prevents any form-filling errors that can happen from the customer’s side.

Collect Digital Signatures

Customers, clients, or employees can sign the form either by drawing their signatures or uploading a digital one within the form. They can simply drag and drop the signature file onto the form. This feature helps you to collect and verify details online.

Google Sheets Integration

Connecting the form with Google Sheets helps you to gather all information in a single sheet on a real-time basis. This helps with better data organization and segmentation using Google Sheet features. You can access the sheet in the integration tab itself.

Download a Printable Version

After customizing the template you can download a pdf KYC form. Choose from portrait and landscape options. Add your organization’s logo. Printable forms help you to collect details within your office premises through a traditional approach.

How to use this KYC Form Template?

Here are the simple four-step process to effectively use this KYC form template

Step 1: Sign in to SurveySparrow

Click on “Use this template” button, and create an account in SurveySparrow. This template will open in your builder.

Step 2: Customize kyc form template

With our easy-to-use drag-and-drop builder, customize the template to suit your needs. Add or remove questions, change the colors to match your brand, reframe the questions with AI, and use advanced CSS editor to code responsive elements.

You know your client form will be ready in minutes!

Step 3: Integrate with Third Party Apps

SurveySparrow supports 20+ native integrations like Google Sheets, Mailchimp, Hubspot etc, and 1000+ through Zapier. Create workflows to streamline the data collection process, export data into spreadsheets, and do more!

Step 4: Share your form

Share your KYC form with your clients, customers, or employees through different channels to reach better. Collect client information through Emails, SMS, WhatsApp, webpage embeds, mobile apps, QR codes, and more. Multiple sharing options help you to broaden your reach.

What questions can you ask to know your customers or clients better?

Other than basic information like name, age, identity-related documents, and ethnicity, you can also be creative and ask more to know your clients, customers, and employees better.

Here are some creative know-your-client questions for your KYC questionnaire

1. What is your favorite social media platform?
2. What is the most influential factor for you to make your purchasing decisions?
3. Why did you choose us?
4. What's one feature or service you wish more companies offered?
5. If our brand were a movie or book genre, what would it be and why?
6. What is one improvement or change you would make to our current products/services?