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• 11 of the Most Effective Conversion Rate Optimisation Best Practices

  14 février 2024, par Erin

  Driving more traffic to your website is hard work, but it’s still only half the battle. 

  You don’t just need to acquire new users ; you need to make sure as many convert as possible to make your digital marketing efforts worthwhile.

  That’s why improving your site’s conversion rate is so important. It will also help you get more value from your existing traffic source and keep you in line with your competitors. It’s also probably a lot easier than you think — especially if you adopt optimisation strategies that have been proven to be profitable time and time again. 

  In this article, we’ll show some of the most powerful, innovative and tried-and-tested conversion rate optimisation strategies you can implement immediately. 

  What is conversion rate optimisation ?

  First, let’s look at what conversion rate optimisation means. Conversion rate optimisation is the practice of improving elements of your website to increase the number of users who take a desired action and turn visitors into customers. 

  Common conversion goals include :

  • Making a purchase
  • Adding an item to a shopping cart
  • Signing up for a newsletter
  • Registering for a free trial
  • Downloading an ebook
  • Watching a video

  It doesn’t matter what your goal is. Using one of the following conversion rate optimisation best practices can send your conversions soaring. 

  11 conversion rate optimisation best practices 

  Are you ready to roll up your sleeves and get to work ? Then use one or more of the following best practices to improve your return on investment. 

  Set a clear goals and hypothesis

  When running an A/B or multivariate test, you need a clear idea of what you are testing and why. 

  A goal (a statement about what you want to achieve) and a hypothesis (a statement about what you expect to happen) clarify the problem you are trying to solve and give you a definitive way to judge the experiment’s results. 

  Confused ? Just use this template :

  We aim to [insert goal] by testing [insert test] on [insert page]. We expect that [insert test] will increase [insert metric] because [insert reason].

  Make sure your goals are directly related to the experiment. If you are testing your CTA button, the goal should be getting more users to click the button. It shouldn’t be a goal further down the conversion funnel, like making a purchase. 

  Start with A/B tests

  A/B testing is one of the easiest and most effective ways to run experiments to improve your current conversion rate. So, it’s no wonder that the A/B testing software market was expected to be worth $1.2 billion in 2023 and hit $3.6 billion by 2033. 

  Also known as split testing, A/B testing allows you to directly compare the conversion performance of two elements on your page, like the colour of your CTA button or your headline copy.

  

  You can go even further with multivariate testing, which lets you test two or more changes against a single control. 

  For example, the screenshot above shows the results of a multivariate test between a standard header, a wide header and a small header using Matomo’s A/B testing tool. As you can see, the wider header has a much higher conversion, and the increase was statistically significant. 

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  Tweak your CTAs

  Calls to action (CTAs) are page elements that prompt users to respond immediately. They are usually buttons but can also be images or plain text links. 

  What your CTAs say, how they look, and where they are placed can greatly impact your site’s conversion rates. As such, this is one of the elements you’ll want to optimise first. 

  There are several tweaks you can test, including your CTA’s :

  • Colour 
  • Length 
  • Copy
  • Placement 

  You can even test the impact of removing CTA banners and using text-based CTAs on your conversion rates.

  You should test out personalising CTAs, too. Research shows that personalised CTAs perform 202% better than standard calls to action. 

  Revise your web copy

  You can use several strategies to improve your website’s copy and generate more conversions. 

  Optimising copy for search engines can increase traffic and generate more conversions, for example. But that shouldn’t make your copy any less impactful. Bear search engines in mind, by all means, but make sure you are speaking to the needs and desires of your potential customers. Your copy needs to convince users that your product can solve their problems. 

  Nowhere is this more important than your headlines. These will be the first thing users read, so make sure they sell your USP and highlight pain points.

  Don’t just guess at the kind of messaging that will move the needle, however. Constantly test new headlines and continue doing so even after you’ve started seeing success. The results may surprise you. TruckersReport, a site that helps people become truck drivers, boosted opt-ins by 21.7% by revising its landing page headline, among other changes. 

  Make sure there are no spelling mistakes in your copy, either. Misspelt words, poor grammar and bad formatting make your website look unprofessional and untrustworthy. Even if the rest of your copy is incredibly enticing, these rookie errors can be enough to turn customers off. 

  Simplify your site’s navigation

  A website’s navigation is an often overlooked factor in conversion rate optimisation, but simplifying it can make it much easier for users to take action. 

  If you’ve ever used a poorly designed e-commerce store, you know how confusing and overwhelming bad navigation can be. Research shows that a whopping 82% of stores don’t divide their navigation into manageable chunks. 

  The trick is to simplify your navigation as much as possible. As you can see in the screenshot below, our navigation only has five headers and a call to action. It’s easy to find exactly what you’re looking for, and you can’t miss the big green CTA button. 

  

  Alternatively, you can test what happens when you completely remove your navigation. Brands usually do this on landing pages where the only action they want the user to take is to make a purchase. 

  

  It’s exactly the strategy we’ve used on our free trial landing page. 

  Leverage heatmaps

  Analytics tools — and heatmaps in particular — can help you understand user behaviour and optimise accordingly. 

  Heatmaps are a visual representation of user interaction on your page. Red and yellow represent high levels of user interaction, and blue and green represent low levels of interaction.

  

  As you can see in the screenshot above, our CTA button has some of the highest levels of engagement on the page, telling us that it’s well-positioned. Given the focus on the site’s navigation, we can also assume we are correct to have a CTA button in there — something we can confirm using our web analytics to see how many users click on it.

  Reduce load time

  Speed matters when it comes to conversions. Fact. 

  Research shows a huge difference in conversion rates between quick and slow sites. For example, a site that loads in one second converts three times better than a site that loads in five seconds. 

  That’s why using a web analytics tool is vital to understand page load times and act accordingly if you think slow speeds are hampering your conversions.

  

  Identifying your slowest pages is easy with Matomo. Just sort your pages by the Avg. Use the page load time metric on the page performance report to identify the pages you want to drive conversions. 

  Next, take steps to improve your page’s load time by :

  • Compressing images
  • Compressing code files or using a more lightweight theme
  • Removing unnecessary plugins
  • Using a content delivery network
  • Improving your hosting

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  Add more trust signals

  Trust is essential when you’re trying to convince customers to make a purchase. In fact, consumers rate trust as one of the top three buying factors, far above a brand’s reputation and whether they love the brand. 

  Adding trust signals to your landing pages, such as customer testimonials, customer reviews, case studies, and other forms of social proof, can transform your conversion rates. If consumers see real people and businesses buy from you, they’ll feel reassured to do the same.

  

  It’s a strategy we use ourselves. Just look at the screenshot from our homepage above. Immediately after our free trial CTA, we display the logos of well-known brands that use our product. 

  Security-focused trust signals are also powerful if you are an online store. Installing an SSL certificate, showing logos of trusted payment providers (like PayPal and Mastercard) can convince people they are spending money at a legitimate store.

  Improve your site’s mobile experience

  More and more people are accessing the internet via their smartphones. In 2022, for instance, there were five billion unique mobile Internet users, meaning more than 60% of the internet population used a smartphone to browse online. 

  Moreover, 76% of U.S. adults make purchases using their smartphones. 

  That means you need to ensure your site’s mobile experience is on-point to increase conversions. 

  Your site should use a mobile-first design, meaning it works perfectly on smartphones and then scales up for desktop users. 

  Trust the data

  Opinions are a fantastic form of inspiration for new A/B tests. But they should never be trusted over cold, hard data. If your test shows the opposite of what you and your team thought would happen, then trust the data and not yourself.

  With that in mind, ensure you collect qualitative and quantitative data during your experiments. Web analytics should always form the backbone of conversion tests, but don’t forget to also use heatmaps, screen recordings, and customer surveys. 

  Keep testing

  There’s no such word as “finished” in the world of A/B testing. Continual testing is key if you want to convert more website visitors. 

  Make sure you aren’t stopping tests prematurely, either. Make sure every A/B and multivariate test reaches a sample size that makes the test statistically significant. 

  Understand your users better with Matomo 

  Whether you run an e-commerce store, a SaaS company, or a service-based business, implementing these conversion rate optimisation best practices could be an easy way to lower your bounce rate and boost your conversion rates.

  But remember, best practices aren’t clear-cut rules. What works for one website may not work for yours. That’s why running your own tests and understanding your visitors’ behaviour is important. 

  Matomo’s web analytics platform is the perfect tool for doing just that. Not only does it come with the tools you need to optimise your conversion rate (like an A/B testing tool, heatmaps and session recordings), but you can also trust the data. Unlike Google Analytics 4 and other tools, Matomo doesn’t use data sampling meaning you have 100% accurate data from which to make better decisions. It’s GDPR compliant and can run cookieless, so no need for cookie consent banners (excluding in the UK and Germany).

  Discover how you can improve your website’s conversions with Matomo by starting a free 21-day trial, no credit card required.

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• How HSBC and ING are transforming banking with AI

  9 novembre 2024, par Daniel Crough — Banking and Financial Services, Featured Banking Content

  We recently partnered with FinTech Futures to produce an exciting webinar discussing how analytics leaders from two global banks are using AI to protect customers, streamline operations, and support environmental goals.

  Watch the on-demand webinar : Advancing analytics maturity.

  Email

  By providing your email and clicking “submit”, you agree to receive direct marketing materials relating to Matomo products and services, surveys, information about events, publications and promotions. You can unsubscribe at any time by clicking the opt-out link provided in each communication. We will process your personal information in accordance with our Privacy Policy.

  
  
  
  
  

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  Meet the expert panel

  Roshini Johri heads ESG Analytics at HSBC, where she leads AI and remote sensing applications supporting the bank’s net zero goals. Her expertise spans climate tech and financial services, with a focus on scalable analytics solutions.

   

  Marco Li Mandri leads Advanced Analytics Strategy at ING, where he focuses on delivering high-impact solutions and strengthening analytics foundations. His background combines analytics, KYC operations, and AI strategy.

   

  Carmen Soini Tourres works as a Web Analyst Consultant at Matomo, helping financial organisations optimise their digital presence whilst maintaining privacy compliance.

   

  Key findings from the webinar

  The discussion highlighted four essential elements for advancing analytics capabilities :

  1. Strong data foundations matter most

  “It doesn’t matter how good the AI model is. It is garbage in, garbage out,”

  Johri explained. Banks need robust data governance that works across different regulatory environments.

  2. Transform rather than tweak

  Li Mandri emphasised the need to reconsider entire processes :

  “We try to look at the banking domain and processes and try to re-imagine how they should be done with AI.”

  3. Bridge technical and business understanding

  Both leaders stressed the value of analytics translators who understand both technology and business needs.

  “We’re investing in this layer we call product leads,”

  Li Mandri explained. These roles combine technical knowledge with business acumen – a rare but vital skill set.

  4. Consider production costs early

  Moving from proof-of-concept to production requires careful planning. As Johri noted :

  “The scale of doing things in production is quite massive and often doesn’t get accounted for in the cost.”

  This includes :

  • Ongoing monitoring requirements
  • Maintenance needs
  • Regulatory compliance checks
  • Regular model updates

  Real-world applications

  ING’s approach demonstrates how banks can transform their operations through thoughtful AI implementation. Li Mandri shared several areas where the bank has successfully deployed analytics solutions, each benefiting both the bank and its customers.

  Customer experience enhancement

  The bank’s implementation of AI-powered instant loan processing shows how analytics can transform traditional banking.

  “We know AI can make loans instant for the customer, that’s great. Clicking one button and adding a loan, that really changes things,”

  Li Mandri explained. This goes beyond automation – it represents a fundamental shift in how banks serve their customers.

  The system analyses customer data to make rapid lending decisions while maintaining strong risk assessment standards. For customers, this means no more lengthy waiting periods or complex applications. For the bank, it means more efficient resource use and better risk management.

  The bank also uses AI to personalise customer communications.

  “We’re using that to make certain campaigns more personalised, having a certain tone of voice,”

  noted Li Mandri. This particularly resonates with younger customers who expect relevant, personalised interactions from their bank.

  Operational efficiency transformation

  ING’s approach to Know Your Customer (KYC) processes shows how AI can transform resource-heavy operations.

  “KYC is a big area of cost for the bank. So we see massive value there, a lot of scale,”

  Li Mandri explained. The bank developed an AI-powered system that :

  • Automates document verification
  • Flags potential compliance issues for human review
  • Maintains consistent standards across jurisdictions
  • Reduces processing time while improving accuracy

  This implementation required careful consideration of regulations across different markets. The bank developed monitoring systems to ensure their AI models maintain high accuracy while meeting compliance standards.

  In the back office, ING uses AI to extract and process data from various documents, significantly reducing manual work. This automation lets staff focus on complex tasks requiring human judgment.

  Sustainable finance initiatives

  ING’s commitment to sustainable banking has driven innovative uses of AI in environmental assessment.

  “We have this ambition to be a sustainable bank. If you want to be a sustainable finance customer, that requires a lot of work to understand who the company is, always comparing against its peers.”

  The bank developed AI models that :

  • Analyse company sustainability metrics
  • Compare environmental performance against industry benchmarks
  • Assess transition plans for high-emission industries
  • Monitor ongoing compliance with sustainability commitments

  This system helps staff evaluate the environmental impact of potential deals quickly and accurately.

  “We are using AI there to help our frontline process customers to see how green that deal might be and then use that as a decision point,”

  Li Mandri noted.

  HSBC’s innovative approach

  Under Johri’s leadership, HSBC has developed several groundbreaking uses of AI and analytics, particularly in environmental monitoring and operational efficiency. Their work shows how banks can use advanced technology to address complex global challenges while meeting regulatory requirements.

  Environmental monitoring through advanced technology

  HSBC uses computer vision and satellite imagery analysis to measure environmental impact with new precision.

  “This is another big research area where we look at satellite images and we do what is called remote sensing, which is the study of a remote area,”

  Johri explained.

  The system provides several key capabilities :

  • Analysis of forest coverage and deforestation rates
  • Assessment of biodiversity impact in specific regions
  • Monitoring of environmental changes over time
  • Measurement of environmental risk in lending portfolios

  “We can look at distant images of forest areas and understand how much percentage deforestation is being caused in that area, and we can then measure our biodiversity impact more accurately,”

  Johri noted. This technology enables HSBC to :

  • Make informed lending decisions
  • Monitor environmental commitments of borrowers
  • Support sustainability-linked lending programmes
  • Provide accurate environmental impact reporting

  Transforming document analysis

  HSBC is tackling one of banking’s most time-consuming challenges : processing vast amounts of documentation.

  “Can we reduce the onus of human having to go and read 200 pages of sustainability reports each time to extract answers ?”

  Johri asked. Their solution combines several AI technologies to make this process more efficient while maintaining accuracy.

  The bank’s approach includes :

  • Natural language processing to understand complex documents
  • Machine learning models to extract relevant information
  • Validation systems to ensure accuracy
  • Integration with existing compliance frameworks

  “We’re exploring solutions to improve our reporting, but we need to do it in a safe, robust and transparent way.”

  This careful balance between efficiency and accuracy exemplifies HSBC’s approach to AI.

  Building future-ready analytics capabilities

  Both banks emphasise that successful analytics requires a comprehensive, long-term approach. Their experiences highlight several critical considerations for financial institutions looking to advance their analytics capabilities.

  Developing clear governance frameworks

  “Understanding your AI risk appetite is crucial because banking is a highly regulated environment,”

  Johri emphasised. Banks need to establish governance structures that :

  • Define acceptable uses for AI
  • Establish monitoring and control mechanisms
  • Ensure compliance with evolving regulations
  • Maintain transparency in AI decision-making

  Creating solutions that scale

  Li Mandri stressed the importance of building systems that grow with the organisation :

  “When you try to prototype a model, you have to take care about the data safety, ethical consideration, you have to identify a way to monitor that model. You need model standard governance.”

  Successful scaling requires :

  • Standard approaches to model development
  • Clear evaluation frameworks
  • Simple processes for model updates
  • Strong monitoring systems
  • Regular performance reviews

  Investing in people and skills

  Both leaders highlighted how important skilled people are to analytics success.

  “Having a good hiring strategy as well as creating that data literacy is really important,”

  Johri noted. Banks need to :

  • Develop comprehensive training programmes
  • Create clear career paths for analytics professionals
  • Foster collaboration between technical and business teams
  • Build internal expertise in emerging technologies

  Planning for the future

  Looking ahead, both banks are preparing for increased regulation and growing demands for transparency. Key focus areas include :

  • Adapting to new privacy regulations
  • Making AI decisions more explainable
  • Improving data quality and governance
  • Strengthening cybersecurity measures

  Practical steps for financial institutions

  The experiences shared by HSBC and ING provide valuable insights for financial institutions at any stage of their analytics journey. Their successes and challenges outline a clear path forward.

  Key steps for success

  Financial institutions looking to enhance their analytics capabilities should :

  1. Start with strong foundations
     • Invest in clear data governance frameworks
     • Set data quality standards
     • Build thorough documentation processes
     • Create transparent data tracking
  2. Think strategically about AI implementation
     • Focus on transformative rather than small changes
     • Consider the full costs of AI projects
     • Build solutions that can grow
     • Balance innovation with risk management
  3. Invest in people and processes
     • Develop internal analytics expertise
     • Create clear paths for career growth
     • Foster collaboration between technical and business teams
     • Build a culture of data literacy
  4. Plan for scale
     • Establish monitoring systems
     • Create governance frameworks
     • Develop standard approaches to model development
     • Stay flexible for future regulatory changes

  Learn more

  Want to hear more insights from these industry leaders ? Watch the complete webinar recording on demand. You’ll learn :

  • Detailed technical insights from both banks
  • Extended Q&A with the speakers
  • Additional case studies and examples
  • Practical implementation advice

   

   

  Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

  Watch the on-demand webinar : Advancing analytics maturity.

  Email

  By providing your email and clicking “submit”, you agree to receive direct marketing materials relating to Matomo products and services, surveys, information about events, publications and promotions. You can unsubscribe at any time by clicking the opt-out link provided in each communication. We will process your personal information in accordance with our Privacy Policy.

  
  
  
  
  

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• How to Increase Conversions With Form Analysis

  30 janvier 2024, par Erin

  Forms are one of the most important elements of your website. They are also one of the most difficult elements to analyse and improve. 

  Unlike a webpage, forms aren’t all that easy to analyse with standard web analytics tools. You need to learn how to conduct form analysis if you want to improve your forms’ conversion rates and increase revenue. 

  In this article, we’ll explain what form analysis is and why conducting a thorough form analysis is so important. 

  What is form analysis ?

  Form analysis is a process that measures the effectiveness of your forms. Form analysis uses several tools and techniques like a form analytics platform, heatmaps, and session recordings to collect user data and understand how visitors behave when filling in forms. 

  The goal is to improve the design and effectiveness of your forms, reducing abandonment rate and encouraging more users to submit them. 

  There are plenty of reasons visitors could be having trouble with your forms, from confusing form fields to poor design and lengthy verification processes. Form analytics can help you pinpoint why your form’s conversion rate is so low or why so many users abandon your form halfway through filling it in. 

  Why is form analysis important ?

  Website forms have some of the highest bounce rates and abandonments of any website element. By analysing your forms, you can achieve the following outcomes :

  

  Reduce form abandonment

  When it’s tough enough to get users to start filling in your form, the last thing you want them to do is abandon it halfway through. But that’s probably what your users are doing more than you’d like to think. 

  Why are they abandoning it ? Even if you’re humble enough to admit you didn’t create the greatest form the world’s ever seen, it can still be incredibly difficult to pin down why users give up on your form.

  That’s unless you conduct a form analysis. By analysing metrics and user behaviour, you can pinpoint and rectify the issues that cause users to abandon your form. 

  Improve the user experience

  Best practices will only take you so far. How users behave when filling in a form on your website may be completely different to how they behave on another site. That’s why you need to use form analysis to understand how users behave specifically on your website — and then use that information to optimise the design, layout, and content of the form to better suit them. 

  If one field is regularly left empty, for example, you can delete it. If users spend several minutes filling out a form with a high abandonment rate, you could shorten it. 

  The goal isn’t to make the best form ever but to make the best form for your audience. 

  Increase conversions

  Ultimately, form analysis helps you improve your form’s most important metric : conversions. Reducing your abandonment rate will naturally lead to more completions, but so will taking advantage of other optimisation opportunities that only become clear with form analysis. This can include optimisations like :

  • Moving the form higher up on the page
  • Shortening the form
  • Changing the heading and CTAs
  • Renaming field labels 

  A thorough form analysis process can ensure your forms generate as many conversions as possible. 

  Why do users abandon forms ?

  Are you already suffering from high form abandonment rates ? Don’t worry, you’re not alone. Marketers regularly make the same mistakes when creating forms that cause users to give up halfway through completion.

  Here are some of the most common reasons for form abandonment :

  • There are too many steps. If you’re telling users they’ve just completed step 2 of 12, you can bet they won’t bother finishing your form. 
  • They ask for too much information. No one wants to fill out a long form, and often, users won’t have the information on hand if you ask for too much. Just look at the rate left blank from the Unneeded Fields report in the screenshot below :

  

  • The form is confusing. Unclear form fields or directions can put users off. 
  • All the fields are free text and time-consuming. Filling out forms with long text fields takes too much time. To speed things up, use dropdown options in the fields, but keep the options to a minimum. This not only helps users finish the form faster but also makes it easier to analyse the data later because it keeps the data format consistent so you can organise the information more efficiently. 
  • Users don’t trust the form. This is a particular problem on checkout pages where users are entering sensitive information.

  How to conduct form analysis

  You need to collect user behaviour data to effectively analyse your forms. But a lot of traditional website analytics tools won’t have the required functionality. 

  Matomo is different. Our web analytics solution offers comprehensive web analytics as well as additional features like Heatmaps, Session Recordings, A/B Testing, and Form Analytics to provide all the functionality you need. 

  Now if you don’t use Matomo, you can try it free for 21 days (no credit card required) to see if it’s the right tool for you.

  Whether you use Matomo or not is up to you. But, once you have a suitable tool in place, just follow the steps below to conduct a form analysis. 

  Check your analytics

  Tracking and analysing specific form metrics should be the first place you start. We recommend collecting data on the following metrics :

  • Form starter rate : the percentage of visitors who actually start to fill in your form
  • Completion rate : the percentage of visitors who complete the form
  • Form abandonment rate : the percentage of users who gave up filling in your form
  • Time spent completing your form : the average length of time users spend on your form

  Let’s look at these metrics are in Matomo’s Form Analytics :

  

  The dashboard shows an overview of these metrics over a given period, allowing you to see at a glance whether there are issues you need to rectify. 

  Next, deep dive into the performance of each form to see things like :

  • Drop off fields
  • Unused fields
  • Entry field
  • Most corrected fields 

  You can even use Matomo’s visitor log to see who’s behind every submission.

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  Use a heatmap

  A heatmap is a colour-based graphical representation of data. A heatmap will show what users to do on your website, including : 

  • How far they scroll
  • Which buttons they click on
  • Where they focus their attention

  When used on a webpage with a form, you’ll be able to see how often users interact with your form based on the heatmap colour, with warmer colours representing greater engagement levels.

  Let’s look at a heatmap in Matomo :

  

  This heatmap is showing us how far down users have scrolled. It’s clear that only 63% of visitors are reaching the point above our call to action to see all features. We might want to consider moving that call to action up in order to get more engagement. 

  A heatmap is a great way to see whether your form’s placement gets the level of attention you want from visitors and to what extent visitors interact with your field.

  Record user sessions

  Session replays go even further than heatmaps, recording a real-life user interacting with your site. It’s like looking over a visitor’s shoulder while they use your site.

  

  With Matomo, you can record any sessions where the user takes a certain action (like starting to fill in a form), allowing you to build a rich library of qualitative data. 

  You can then replay a recorded session at your leisure to understand exactly how users interact with your forms.

  Segment users

  If you really want to understand how visitors use your forms, then it’s essential to segment your data. 

  You can segment all Form Analytics reports by over 100 pre-built segments in Matomo.

  

  One way to segment your data is by comparing the average time on form of those who completed the form with those who abandoned it. 

  If users abandon a form quickly, that could indicate your form is irrelevant to this audience or too long. If users spend a lot of time on the form, however, it’s probably safe to assume that it is relevant but there is something wrong with the form itself. 

  Looking at the Field Timings report will help you pinpoint which field visitors are spending the most time on and causing frustration. 

  

  The Field Timings example report in Matomo above, it’s evident that the “Overview of your needs” field takes up the most time (avg. time spent is 1 min 40s). To improve this, we might want to change it to a dropdown field. This way, users can quickly select options, and if necessary, provide additional details.

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  Another way is to segment data by traffic source and compare each source’s conversion rate. This will show whether one traffic source converts better than another or if one source isn’t interested in your form at all.

  How to optimise web forms

  Want to implement what you’ve learnt from your form analysis ? Follow these steps to optimise your existing web forms. 

  Define your form’s purpose

  The first step in optimising your existing web forms is to give a clear and definitive purpose to every single one. 

  When you have a defined goal, creating a form users will complete is much easier. After all, if you don’t know why people should fill in one of your forms, how would a visitor possibly know ?

  Take a look at one of our forms below :

  

  The purpose of this form is to get users to sign up for a free trial of our web analytics platform, and every element works towards that goal :

  • The headline directs the user to take action
  • The copy explains that it’s a free trial that doesn’t require credit card details
  • The green call-to-action button reinforces the action and benefit 
  • There is validation to support this under the form – “Trusted on over 1 million websites in over 190+ countries”

  Our clear instructions leave users no doubt about why they should fill in the form or what will happen. 

  Choose the right type of form

  You can use several forms on your website, each with different designs, form fields, and goals.

  For example :

  • Registration forms are fairly minimalist and designed to collect the least amount of data possible. 
  • Contact forms are concise so that it’s easy for potential customers to reach your team. 
  • Checkout forms balance a need to collect important data with a streamlined design that doesn’t put users off.
  • Lead generation forms are compelling and usually include qualifying questions so sales teams can score leads.

  Make sure you are using the right type of form to avoid abandonments and other issues. For example, requiring users to fill in a lengthy lead generation-style form when you want them to sign up for a free trial will probably kill your conversion rate. 

  Test form elements

  If your form analysis has shed light on one or two issues, you can use A/B or multivariate testing to trial new elements or designs and see how they compare.

  There’s no shortage of elements you can test, including the form’s :

  • Headline
  • Placement
  • Design
  • CTA button
  • Colour-scheme
  • Length
  • Form fields

  

  Matomo makes it easy to create and run A/B tests on your website’s forms. 

  Move your form above the fold

  One of the simplest ways to optimise your web form is to move it above the fold — that’s the section of the screen users see when they load your page. 

  Why ? Well, the more people who see your form, the more people will fill it in. And when it’s above the fold, users can’t help but see it.

  Conclusion

  Forms are one of the most important elements on your website, so why not treat them as such and regularly run a thorough form analysis ? By doing so, you’ll identify ways to optimise your form, improve the user experience, and improve conversions. 

  Matomo is the best platform for conducting form analysis. Our combination of web analytics, Form Analytics, Session Recordings, and Heatmaps means you have all the tools you need to learn exactly how visitors interact with your forms. 

  See just how powerful Matomo’s tools are by starting a free 21-day trial, no credit card required. 

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