How To Add a Form To Your Blog

To make it easier for everyone to work with you.

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Why a Form

One of the benefits of a form is that you can guide prospects through a process of providing you with the information you need to help them.  While you can use forms as a filtering tool, I find they are most useful for speeding up the process of working together.

Before we talk on the telephone, I like to do my homework.  This means a look at your website and blog is essential.  I also use my form on this blog (above – click to enlarge) to set up a time to talk when I know I will be able to give you my full attention.  This will not be first thing Monday morning!

Integration of Forms

I have three forms on my blog that were created using Google Docs, Batchbook, which is my customer relationship manager (CRM), and MailChimp , which I use to manage my bi-monthly newsletter.  All are excellent for their intended purposes.  However, in my situation, they are all interconnected

I have created a Working With Me tab on this blog that describes how I work.  This is where I use the form above that I created with in a few minutes with Google Docs to collaborate with those that are considering my consulting or speaking services.  If we decide to move forward, this information can easily be transferred to Batchbook in a CSV file, and from there integrated with MailChimp.

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Creating Your Form with Google Docs

If you haven't set up your Google Account, this is your first step.  From there, go to Google Docs and look for the Create New button in the upper left corner.  Then (example above – click to enlarge) name your form and add a subtitle.  Use the Add Item button to insert new fields.  After you have added some fields, use the drop-down menu to select 'text' for a small field, or 'paragraph text' for a detailed response.  These are evident in my Working With Me form.  There are other choices too.

When you have added a few items, you can mouse over them to get the 'cross-hairs' that will allow you to sort them in your preferred order by sliding them around.

Click on the Theme button to find a them that matches the style of your blog.  Google offers you the option of viewing your responses in two formats.  I choose 'spreadsheet' so that I can collect the responses and then download them to my CRM in a CSV file (which is an Excel spreadsheet format).

Managing Your Responses

If you happen to be using iGoogle (I use it as my home page), you can get the Google Docs widget to stay on top of new responses.  Google Docs places a time-date stamp on all of your form inquiries so that you can process them accordingly.  How nice is that?!

The process of adding forms to your blog is as simple as adding a video.  You simply click on the More Actions button to get the Embed code.  Using the Typepad platform, it is a snap for me to plug this in.  I only needed to adjust the pixel width to 370 to fit it to the page on my navigation bar.

You Are in Control

What I find exhilarating about this is I don't need a webmaster to help me.  I can adjust my forms whenever I see fit.  And that puts me in control.

This is just one more example of why I believe blogs will replace websites for small businesses.  Of course, you can have your webmaster take care of this.  However, just a limited knowledge of technology puts you in control.

If you happen to use an assistant, either virtual or real, they can also access this information while you are busy running your business.  One of the advantages of Google Docs is the collaboration feature.  All you have to do is give your assistant access to your Google Docs.

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