From Form to Lead: How to Use Software Questionnaires for Your Marketing

Marvin Erdner2/19/2024

There are many reasons for creating questionnaires in marketing. This article explains which tools you need for it.

Table of contents
  1. How can I create a questionnaire with software?
  2. , into a questionnaire. Recruiters can read out these answers better and sort them out more directly or define different levels of experience.
  3. Google Optimize
  4. ,. Here no programming skills are necessary and you design the funnel personalized and uncomplicated by the modular system. Your marketing efforts will be rewarded sooner, as potential customers and applicants will perceive data entry as shorter and more individual.

What is probably the most annoying thing about a visit to the doctor: making an appointment, treatment or waiting? Well, none of that is fun, of course. But the most certainly annoying thing is the extensive questionnaires that you have to fill out before your first appointment.

Such forms (officially medical history forms) are not only annoying, but also almost always associated with a lot of bureaucracy: It takes time to fill them out, read them, and then possibly transfer them electronically. And what we already find in paper form in the waiting room at doctors, there is more and more online. Whether we apply or shop - a form comes into play at a certain point. You too should definitely use such forms in your business, because they are an important tool in lead generation. And depending on how you design it, it doesn't have to be annoying for the user, it can even be fun.

This article explains how you can better address your target groups with clever tools and ultimately generate more leads. All you need is a software for marketing questionnaires.

How can I create a questionnaire with software?

The use of paper forms is no longer up-to-date; using electronic questionnaires without software requires good programming skills. But to still build a so-called funnel (content system up to the purchase of a product), there are software solutions. These can help to define questionnaires that then serve as a funnel.

First you decide on a type: There are namely simple and multi-step questionnaires. With both, you can use both single-choice and multiple-choice questions - this stipulates whether only one or more options can be clicked. In a multi-step questionnaire, we are talking about an interactive flow, referring to a movement from question to question. And now define a goal: Should there be a call to action or several - depending on what people have indicated in the questionnaire?

With a no-code tool, you can easily create an input mask in the first step. You can define the questions using a simple modular system and then skip the next points for certain answers, for example with prior knowledge or experience with your brand. This is called conditional logic in the flow software

. Personalize the entire funnel so that it is tailored to your industry, your company and of course your target group.

Let your creativity run wild! You can use icons and images to make everything visually appealing. And when choosing the colors, you can reflect the colors of your logo, i.e., rely on your branding. Use the drag-and-drop function, for which you don't need any prior knowledge in IT.

Learn in this video how to design questionnaires through the block structure

  1. The use of a questionnaire can look different. Here are some examples:Even the most appealing website doesn't bring any leads
  2. , if in the end there is a generic, boring form in which data is entered. Instead, create a visually inviting and multi-step contact form that your customers are guided through.Instead of always playing the same advertisement on Instagram
  3. , you can lead your target group to a questionnaire. After a few questions, the customer is shown exactly what is appealing through individual advertising content.In an application, candidates can enter key data from their CV

, into a questionnaire. Recruiters can read out these answers better and sort them out more directly or define different levels of experience.

How do software for marketing questionnaires help with conversion?

  • Using a questionnaire in marketing has some advantages - especially when you rely on software:Purchasing processes become more efficient
  • due to less time consumption.Successful funnels can be copied and transferred to the next use case,
  • Users are more willing to disclose their data due to the chat approach and gamification,
  • The tool can react faster than a human being. As a result, users do not have to wait long for answers.You can better segment
  • your target groups and thus qualify your leads.Tools for questionnaires are often compatible with many other marketing tools
  • and complement them.You improve the user experience
  • .Data about sales cancellations and sales help you to optimize the conversion funnel
  • (with or without further questionnaires).But exactly how, you ask yourself, do questionnaires now stimulate lead generation and sales? It helps if you mentally go through the funnel of the customer journey,Through

good marketing a user who has no direct intention to buy lands on your website.You ask about existing interest in your products, the awareness of your brand, or possible experiences with your services.

  1. Thanks to the multi-step and interactive question structure, users feel picked up where they are currently standing. Generic content could overwhelm or bore them. If you also ask for the name, you can address the users personally. If questions are not relevant for them, they can be skipped to save time.In the end, you either get contact data or the questionnaire playfully encourages the person to buy.Throughout the process, you were able to promote your brand, spur the user to conversion, and even measure data such as purchase cancellation or multiple answers that can help you in later flows.
  2. When creating the questionnaire, always make sure to view everything from the perspective of the user. By the way, A/B tests can also help here, where you let two versions compete against each other at the same time and then later evaluate which approach was more successful.
  3. You can see: Forms not only support your business when they are first used, but also help to continuously boost the conversion rate and generate more leads.
  4. Which tool helps in creating questionnaires?
  5. There are several software with which you can create a questionnaire for marketing. These differ in operation, range of features, and price.

Heyflow

is a provider of such software. As the name suggests, with the help of the tool you can design landing pages and flows for forms. With Heyflow you can find all the above-mentioned functions, from blocks with conditional logic, multiple design options and lead generation as an overarching goal. The software is compatible with marketing tools like

Google Optimize

, LinkedIn Ads, Facebook Ads,

HubSpot CRM etc.When dealing with contact data, data protection plays an important role. Therefore, Heyflow works in compliance with the GDPR. In addition to sales and registrations, Heyflow promises improved engagement rates and a high level of individualization. It can be used to create questionnaires in the B2B and B2C sector as well as in recruiting - from small agencies to large enterprises.Conclusion: Use the interactive flow of Heyflow for your marketing with questionnairesSo anyone who thinks of long and boring piles of paper in the waiting room when it comes to questionnaires does not yet know the promising possibilities of online forms on websites and in social media. If you request information and data loosely and modernly, you are keeping up with the times. This in turn increases customer satisfaction and leads to more leads.You can code your questionnaire cumbersome yourself. Or you can get help from a software like

Heyflow

,. Here no programming skills are necessary and you design the funnel personalized and uncomplicated by the modular system. Your marketing efforts will be rewarded sooner, as potential customers and applicants will perceive data entry as shorter and more individual.

It will probably take a little longer before annoying medical history forms at the doctor are replaced by digital solutions. But when it comes to online shopping, it's illogical to stick with an outdated process like filling out a generic and long form. A

customer journey (including a flow) should always be as low-threshold and playful as possible, shouldn't it? helfen. Hier sind keine Programmierkenntnisse nötig und du gestaltest den Funnel personalisiert und unkompliziert per Baukastenprinzip. Deine Marketing-Bemühungen werden eher belohnt, da potenzielle Kund*innen und Bewerber*innen die Dateneingabe als kürzer und individueller empfinden werden. 

Es wird sicher noch etwas länger dauern, bis nervige Anamnesebögen beim Arzt durch digitale Lösungen ersetzt werden. Aber beim Onlineshopping ist es doch unlogisch, auf einen unmodernen Prozess wie das Ausfüllen eines generischen und langen Formulars zu setzen. Eine Customer Journey (inklusive eines Flows) sollte stets möglichst niedrigschwellig und spielerisch sein, oder?

Marvin Erdner
Author
Marvin Erdner

Marvin war bis Juli 2025 fester Redakteur bei OMR Reviews. Nach seinem Studium in Englisch und Spanisch an der Uni Augsburg zog der gebürtige Hannoveraner nach Hamburg. Dort ist er im Fitnessstudio, im Kino oder in einem der Sushirestaurants anzutreffen. Neben der Leidenschaft für Sprachen interessiert er sich für digitales Marketing und praktische Onlinetools.

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