Customer Information Form Template

Why Does Every Business Need a Customer Information Form?

Businesses thrive on customer data, and there’s plenty of evidence to back it up.

By keeping comprehensive customer information handy, businesses can segment them based on their behavior, preferences, demographics, and other factors.

Businesses have grown simply by understanding customer data.

With the evolution of AI, businesses can now use customer data and improve the customer experience by using smart algorithms.

Let’s look at Amazon,

Amazon collects customer data from browsing behavior, purchasing patterns, and customer information forms. 

After each purchase, they use these forms to gather more details about the transaction. They feed this information to their algorithms to understand the present and future customer buying behavior, helping them to build a loyal customer base.

According to reports, these recommendations account for about 35% of Amazon’s total sales.

This is just one example out of many.

Organizations across different industries have collected customer information at different touchpoints and used the data to make strategic decisions resulting in growth!

What Things Need to be Considered While Collecting Customer Information?

Before we understand the sensitive aspects of customer information, let us go through a short case study.

In 2017, Equifax, one of the biggest credit reporting agencies in the US reported a data breach of 147 million people. 

The information included confidential data like social security numbers, residential addresses, and credit card information.

The fact is that the company already knew about the breach and they tried to hide it, resulting in a delayed response. Equifax faced a financial loss of more than 1.4 million dollars with reputation damage and legal actions from the US government.

Beaches like these can seriously hurt your company’s reputation. That’s why, it is necessary to consider some precautions while collecting and storing customer information.

Collect consent explicitly

Start your customer information form with a consent-type question. Collecting consent is one of the prerequisites according to GDPR, GCPA, and other data privacy regulations. The laws also state that the customer must be clearly informed of their data use. Be transparent.

Keep your customer information form concise

Collect only necessary information. Giving too much information can be overwhelming to the customers and they may end up skipping the entire process. Keep your forms limited to 8-10 questions. If any additional information is necessary, you can send another form after some time.

Ensure data security

This is more about the platform you are using to collect customer information. The platform must have data encryption features that align with international compliance standards. Features like role-based access, two-factor authentication, industry-standard data encryption, and more should be supported.

Make the form easy to fill

Use simple language, have an engaging user interface, and make your forms mobile-friendly. Think about when was the last time you filled out a form. Did you feel like an out-of-the-world experience, or it was just routine? Filling a form itself is a boring task for your customers. Make the form-filling experience fun and easy by compelling them to finish the form.

Respect your customer’s choice

If your customers don’t want to fill out the form don’t spam their inboxes with repeated notifications. Also, trying other means of collecting information can make you look suspicious and this can affect your brand image.

What kind of information can you collect using a customer information form?

Personal Information

Asking for personal information that is not sensitive like date of birth, marital status, and gender, can help you offer age or gender-specific products and services. Each aspect adds more depth to the understanding of your customer’s profile. 

Contact Information

Collecting contact information like phone numbers, and email addresses helps you stay in touch with your customers and build brand loyalty. You can send them emails about new offers, and discount coupons, collect feedback regularly, invite them to webinars, and know them better. Build a personal connection. This is important for an early-stage business.

Demographic Information

Demographic details like profession, income bracket, education qualifications, place of birth, etc help you understand the customers’ spending ability and cultural background. Knowing customer demographics is one of the most crucial aspects of growing a business.

Account Information

Collecting account information is mostly related to SaaS businesses. When a customer subscribes to any SaaS product, they will be assigned a customer ID. Knowing the customer ID beforehand helps businesses to have personalized communications, and motivate them to upgrade their plans.

Purchase History

Knowing the customer's purchase history helps you to know their preferences. They can offer relevant discounts, pitch the right products, and make sure there are repeat purchases. This information also helps businesses to give better payment experiences for their clients by knowing their preferred payment methods.

Preferred Language & Consent

Asking preferred language is crucial if your business is dealing with global clients. To make future communications seamless, businesses can collect consent before sending them newsletters, marketing materials, and promotional content.

How to use this customer information form template?

To use this template, you need first click on the “use this template” button and create an account with SurveySparrow. Once you are done with this, this template will open in the form builder.

You can follow these four steps and start.

Step 1: Customize

Customize the questions, form fields, and design based on the type of industry your business is in. Use drag-and-drop features to arrange the order of questions. Add your company logo on the welcome screen, and create personalized thank you pages. Use AI features for more inspiration!

Step 2: Integrate

Connect the form with tools like Google Sheets, Hubspot CRM, and Zapier to manage data better, communicate with customers, and create tickets and workflows. Widen the horizons and do more than just information collection.

Step 3: Share 

Share the form with your customers through multiple channels. Embed it on webpages, and emails, shared through WhatsApp, sms, social media channels, QR codes, and more. Reach your customers better with multiple sharing options.

Step 4: Analyze

Once customer information is collected, you can either export it for further analysis or collect using our in-built dashboard to visualize data. Use graphs, charts, and widest to slice and dice the data. Generate reports and collaborate with your team to plan strategies.

How can SurveySparrow help you collect and organize customer information?

SurveySparrow is a feedback and information collection tool, that helps you build forms and embed them on your website or mobile app. It has features that can enhance your customer information collection process helping you to organize the data systematically.

Here are the features of SurveySparrow that can help you with this template,

Respondent Friendly Interface

Forms created with our tool are far away from being boring. You can add emojis, gifs, interactive messages, pictures, and videos to your customer information form. Use pictures, and gifs, from the built-in Unsplash and Giphy library to add to the interactiveness. A conversational form will help you to achieve better participation rates from the customers and clients.

Personalize your customer information form

A personalized form will make your customer complete it more eagerly. It makes the form-filling act less of a burden. With features like custom variables, you can call their name in the form to make it human. With skip/display logic, you can ask for information based on the responses. This can make your form concise by preventing unnecessary information from being asked.

Translate your form into 130+ languages

Our platform supports more than 130 global languages. With a built-in Google Translator, you can translate your form into different languages. This feature is useful for global businesses with clients and customers from across the globe.

Collect digital signatures from your customers and clients

Customers and clients can complete the form by either drawing their signatures or uploading a digital one within the form. They can simply drag and drop the signature file onto the form. The signatures can be accessed in the dashboard. The signature question type feature helps businesses collect customer information online.

Download pdf version

After you customize the form to suit your needs, you can download a PDF version from our builder. Choose the kind of orientation you want, portrait or landscape. Printable forms help you collect customer information within office premises or on a site.

More customer information forms from SurveySparrow

• Bank Information Form
• Patient Information Form
• Account Opening Form
• Billing Contact Form
• Customer Complaint Form
• Giveaway Entry Form
• Subscription Form
• Online Event Registration Form
• Bank Survey

FAQs about Customer Information Form Template

How does the conversational interface enhance the form-filling experience?

It mimics a natural conversation, making it more engaging and reducing the typical format of filling out forms.

Can emojis and GIFs be included in the form?

Yes, to make it more visually engaging and convey emotions or instructions effectively.

What types of questions can I include in this form?

It supports various question types, like multiple choice, open-ended, and rating scales, for diverse data collection.

Is real-time data transfer to Google Sheets possible?

It enables automatic, real-time data updating in a connected Google Sheet.

Can this customer information form be customized to fit specific requirements?

The template is fully customizable, allowing additions, removals, or modifications of fields as needed.

Can I embed this form on my website?

Yes, the form can be directly embedded into your website using a shortcode. The platform offers you options to embed as a popup, inline, or side panel.

How does SurveySparrow ensure GDPR compliance with this form?

The platform is committed to GDPR compliance, with features like data encryption and secure storage to protect respondent information.