Request Collection Form for CPG & DTC Template

Collect essential customer information with ease for CPG & DTC businesses through a customizable request funnel

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Template Overview

The Request Collection Form for CPG and DTC is designed to streamline the collection of customer data for businesses in the CPG and DTC sectors. It allows companies to gather relevant information from potential customers, such as product preferences, purchasing behaviors, and contact details. This form can be tailored to suit specific business needs, helping businesses improve customer engagement, segmentation, and lead nurturing.

Key Features

  1. Collect email information

  2. Logic jumps

  3. Collect contact information

  4. Organise returns & refunds

Benefits

  • Efficient Data Collection: Quickly gathers critical customer information, improving lead management and segmentation.

  • Customization: Tailor the form to capture the most relevant information for your CPG or DTC business, making it more targeted and effective.

  • Enhanced Customer Understanding: Gain insights into your customers' preferences, purchasing habits, and needs, enabling better marketing and sales strategies.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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