Customer Information Form Template

Benefits of Customer Information Form Template

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

Conversational User Interface

Add emojis, gifs, interactive messages, pictures, and videos to your customer information form to make it engaging. Use pictures, and gifs, from the built-in Unsplash and Giphy library. A conversational form will help you to achieve better participation rates from the customers and clients.

Personalize the form

Make the form concise and give a touch of personalization with skip/display logic. Make the form fields appear based on the previous response. Make the form shorter by skipping asking for unnecessary details. Use custom params to call the customers by their names.

Multilingual Form

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

Collect Digital Signatures

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.

Use Cases of this Customer Information Form Template

New Customer Onboarding

SaaS businesses can use this form while onboarding a new customer or client to collect the necessary details to set up an account.

Customer Relationship Management (CRM)

Sales teams can use this form to collect details on customer preferences and purchase history to know them better. The information helps sales teams to offer personalized products and services to them. This form can also help support teams to help customers efficiently.

Billing and Invoicing

Businesses can customize this customer information form template to collect billing details and ensure that invoicing and payment processes are smoothly executed.

Registration for Loyalty Programs

Companies can collect basic customer details through this form to enroll them for loyalty programs. They can organize lucky draws and give them rewards.

Marketing Campaigns

By collecting customer data through this form businesses can plan their marketing campaigns. When they know customer preferences in different regions, they can target them better by personalizing communications, and improving engagement.

Compliance and Record Keeping

For industries that require documentation for compliance purposes, such as finance or healthcare, this form for customer information helps maintain accurate and complete records.

Try these customer information forms

• 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

What details are collected in a customer information form?

Personal Information

A typical customer information form starts by asking for personal details like name, date of birth, gender, marital status, etc. Collecting date of birth helps businesses to offer age-specific products and services. Gender and marital status give a complete picture of client's profile.

Contact Information

Contact details like phone number and email address are important for simplicity of communication. Businesses can communicate with customers regarding new offers, send invoicing, collect feedback, and know what is the most preferred communication channel.

Demographic Information

Demographic details include customers’ or clients’ professions, income brackets, education qualifications, place of birth, etc. These details help businesses understand the customer base. Knowing the income bracket and education level helps businesses to tailor products and services accordingly.

Account Information

Collecting account information is mostly related to SaaS businesses. When a customer subscribes to any SaaS product, they will 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 customers’ or clients’ purchase history helps businesses 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 the Customer Information Form Template?

To use this customer information form template, follow these four steps,

Customize

Customize the form to suit your needs. Add, remove, or modify form fields, change the background colors, button colors, and font style. Add your logo on the welcome screen, and create personalized thank you pages. Use AI for more inspiration!

Integrate

Connect the form with tools like Google Sheets, Hubspot CRM, and Zapier. The integrations help you to manage data better, communicate with customers, create tickets, and create workflows for braider applications.

Share 

Send the form to your customers and clients through multiple channels. Embed it on webpages, and emails, share through WhatsApp, sms, social media channels, QR codes, and more. Multiple sharing options help you to reach your customers better.

Analyze

Once customer information is collected, you can export it for further analysis. You can also use our built-in dashboard to slice and dice the data and arrive at insightful conclusions.

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 the 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 for seamless integration.

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.