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involve.me · newsletter
Explore this email design and adapt it to your own brand. Review the copy, links, and offer before sending.
Create smart forms for every step of the customer journey
Multi-step, logic-driven forms for lead gen, onboarding, product requests, registrations, support, and more.
Hi John,
Most forms are designed to collect data, but they often stop there, leaving you to process the next steps manually. By using dynamic logic and automated scoring, you can transform a basic contact page into an intelligent intake engine that qualifies leads and routes data exactly where it needs to go.
The involve me form builder allows you to create multi-step experiences that feel like a professional conversation, ensuring you collect high-quality data while keeping your audience engaged.
Here's how it works
Building your form is intuitive: you open the content editor and go to the "contact info" drop-down, drag and drop, and edit the field you want in your form.
You can then set up your own logic, scoring, and outcomes to process every submission as it occurs. By using structured fields and CRM enrichment, you can hand off high-priority leads to your team with all the context they need to close the deal.
Build what you need, no code required
You don’t need to build one from scratch. We’ve grouped our most effective funnel templates with forms into three use cases:
1. High-intent lead qualification
Use case: Build a professional, "sticky" intake process that qualifies leads (like B2B lead capture or agency intake) the moment they hit "submit".
Deliver an automated recap of the lead's submission to build trust, followed by a personalised booking CTA.
Email sequence idea:
Immediate: Confirm their intake details and provide a "Quick Start" resource.
Day 3: Share a case study that matches the specific needs they identified in the form.
Day 7: The High-Touch Invite. A direct CTA to meet with a specialist, triggered for high-scoring leads.
Onboarding funnel
Recruitment funnel
Lead gen funnel
2. Seamless booking & data handoff
Use case: Eliminate friction by instantly redirecting qualified leads from a form, like a demo request, directly to your scheduling page.
Use the submission data to instantly confirm their request and provide immediate next steps while their interest is at its peak.
Email sequence idea:
Immediate: The Confirmation. Reiterate the details they submitted and confirm the handoff to the calendar.
Day 2: The "Meet the Team" Intro. Introduce the specialist or department they’ll be working with to build a personal connection.
Day 5: The Resource Drop. Send a relevant guide or video that prepares them for their upcoming consultation.
Intake form
Appointment funnel
Demo booking form
3. Automated campaign enrollment
Use case: Drive growth through streamlined event registration, webinar signups, and gated content downloads.
Front-load your value delivery to capitalise on the signup momentum, then transition into a structured educational sequence.
Email sequence idea:
Immediate: Send the webinar link or gated document as soon as they register.
Day 3: Send a "must-read" article or secondary resource that expands on the campaign topic.
Day 6: Share a success story or testimonial related to the campaign to move them further down the funnel.
Whitepaper download form
Event sign up form
Webinar registration form
Pro tip: Use custom fields to capture specific information not covered by standard templates, ensuring your CRM gets exactly what it needs.
Maximise completion rates: For non-essential questions, add a "Skip this step" option. This allows users to move through the form quickly if they don't have certain details ready, significantly boosting completion rates.
Build your form now
Let us know if you’d like help choosing the right template or setting up your first form. We’re happy to help.
Best regards,
Megan
Megan Jensen
Customer Support Manager at involve me
support@involve.me
involve.me
stereosense GmbH, Gußhausstraße 15/8, 1040, Vienna, Austria
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