Monday, August 26, 2013

What An Online Form Tells Your Customers

We've all seen them. The ubiquitous online contact form. On the surface, these forms seem to be a convenient way to collect and distribute initial contact data. If you've had a website with a contact feature for any length of time, you likely have one of these types of forms on your site.

From a website owner's perspective, these things are great. Deployed properly, they can help reduce spam email and triage client contact. Gathering a few important details (name, email, phone, etc.), can better prepare your team to speak with these new potential clients.

But from a customer's perspective, the view is different. Online forms can be seen as an impersonal form of contact. They get in the way. When a customer has a question or wants to contact you about the services you provide, the online form tells them the following:

1. You're too busy to talk to them. 
An online form that collects data becomes a black hole where a customer inputs their information and it disappears into the void. If your customer has a question or concern, or wants to hire your company, they want an answer. If the client is contacting you during normal business hours, the expectation is that you or someone else will be able to talk to them. If someone is sending you a contact email, they have reached the point in their purchasing decision where they're looking for specifics. Putting a form in their way stops the purchasing process in its tracks.

2. You don't trust them.
The use of CAPTCHA technology, those squiggly words and numbers that separate man from machine, are used to help limit the types of website attacks perpetrated by things called "spambots". These automated hacking tools scour the web to find open email addresses, and then inundate them with spam email. Spam email is a real threat—viruses are often embedded within them, so that when they're opened, nefarious things can happen. However, that's your problem, not your customers'. What you tell your customers when you force them to use this technology is that your comfort is more important than their ability to easily contact you.

There are a few simple ground rules for opening email. First, most commercial email hosts (Gmail, Yahoo, etc.) have firewalls built in. They will detect what is likely spam and quarantine it for you. Your "junk" folder is a graveyard of these types of emails. It's important to check your junk folder often. Spam quarantine software isn't foolproof. And if your business is consumer-based, you will receive emails from people you don't know. Become email savvy. If someone tells you they want to send you $9 million from Nairobi, or wants to give you a way to meet local singles, or wants to give you free software, etc., those are bad. If an email seems like a legitimate contact, but has been quarantined, send a fresh email to the address to confirm. Or, if the contact has left a phone number, call them.

3. You're too big (or small) to help them.
This is another unintended consequence of an online contact form. Think about the last time you needed information from the IRS or the Social Security office, or a large bank. If you go through the online contact process, it's very similar to the chaos of an automated phone answering system. Press 1 for English, press 2 for Swahili... You have no idea where the form is going, when you'll be called back, or if you'll be called back. The same process works in the opposite direction. Many micro-businesses use this type of solution to help triage their incoming correspondence. There may not be anyone available to answer a direct email, or a phone call.

The general rule in website development for the past decade has been the use of these forms. Recently, however, many users are electing to abandon them. Why? Because they're not as secure as we've been led to believe, and they alienate customers.

What's the alternative? If you can't collect initial data from a client, how do you know what they need? Here are a few techniques that are so old-school that they're not even retro anymore. But they work.

1. Encourage phone contact.
Yep, the old standby. Giving your customers the clear and attractive option of calling you or your team directly, whenever they need you, sets you above your competition. We all get busy—a ringing phone can seem like a personal attack on your day. But a five minute phone conversation can not only solve a problem, it can reinforce a relationship. If a customer has a problem, solving it immediately will defuse the ticking time bomb. Forcing them to send you a form and then waiting for you to get around to answering them can bring even a tiny issue to a boiling point. Answer the phone promptly. If you can't, have a message on the phone that lets customers know how quickly you'll get back to them. And follow through. Most business phones have a flashing message light. Treat that light as if you were the bomb squad diffusing the big one. The faster the light goes out, the better the outcome.

Answering the phone and returning calls promptly (within the hour), is the basis of any successful marketing strategy. All the advertising in the world won't help you if you don't return a call. Just as a professional, friendly greeting by staff when a customer visits your store or office is the front line of your marketing plan, so too is answering calls.

Consider the value of a live operator. If your customers have to work their way through a maze of "press 1 for sales, press 2 for support", they will be discouraged. A voice on the other end, no matter how inconvenient for you, is convenient for them.

2. Provide direct email addresses.
Web development philosophy for years has been to mask or hide all open email addresses. This has been done, legitimately, for security purposes. However, the ability for your customers to contact someone directly via email outweighs any potential security or spam-related inconvenience you may face.

If you have multiple departments, provide a direct email to each. And then answer them, either by email or, preferably, by phone, and within a very limited time.

I appear to be brushing web security aside in this post. That's not the case. Having your email hacked is an inconvenience. Having your website hacked can be devastating. If your business relies on its website for any type of contact, you need to ensure your website hosting company is legitimate. Commercial hosting companies have server "farms" located across the globe, which can deflect web attacks by switching to a different location. Security for commercial web hosting companies is high and dependable—it has to be. The type of data stored on these servers is crucial. If you have a blog site, or if your website is inconsequential to your business, use one of the discount hosting companies. Security is important. It's also worth more than $3 per month. If you choose the right hosting company, it's not your problem.

The basics of marketing come down to this—when someone calls, answer. When someone has a problem, fix it. The basics of marketing have nothing to do with your logo or your website or your sign. It has to do with how you and your staff treat people.

The litmus test is this—would you want to do business with you?