Tag: form

How to Create a Quiz Online?

Complying with regulations is a time-consuming, expensive endeavor. Often the best way to ensure full compliance is by having an expert guide you through the process. This blog post will outline how to create a quiz that ensures your employees are aware of all pertinent compliance requirements.

What kind of quiz would you like to create? Short, long, multiple-choice, or a matching game? Are you a small business or a freelancer? Whatever the case may be, we have 5 steps for creating an awesome quiz online! We will discuss how to get started with your design process and making it user-friendly. We also give some examples of quizzes that people love around the web so you can see what we’re talking about!

Step 1: Give your Quiz a Name

It is very important to give a name that will be interesting enough to attract potential customers or users. Your name should be catchy but at the same time give a description of the topic you are about to discuss. Tags can be used on your prospect to build a personality quiz, or client risk classification if you are dealing with a private banking business.

Step 2: Enter your questions and answers or use a prebuilt quiz template

If you are addressing your questions to students or investors, you should make sure that your questions are short. The best quizzes are short and easy to answer. But if you want a more in-depth quiz, it should be well organized with the right mix of theoretical questions and practical ones. Your questions should also focus on one topic rather than cover too many and too many answer options. Setpoint value to each answer to get points for correct answers. The data analysis will show you quickly respondents’ knowledge or preferences. The points will show you student progress and client risk level. Scoring is flexible with the four mathematical operators +- / x. At last, don’t forget to ask respondents their email address or name to make sure that you will know who answered the survey.

Step 3: Customize your online quiz design with a zero-code quiz maker

Investglass templates can be changed to customize your forms with your own colors, and background in the preview, save, and submit buttons. Personality quizzes can be coloured. The branding is fully customizable. Customization is particularly important if you are hosting your quiz on your website for lead capture. You can select multiple question types and connect the correct answer to CRM categories, tags, or CRM fields. This direct link to InvestGlass CRM is extremely powerful!

Step 4: Share your quiz

The “trivia quiz” can be shared on social media, your website, or via email. If you are using your website; your website should be secured with an SSL – HTTPS. You can restrict the hosting parameter in the options settings to make sure that only in the designated website your form will be visible. You will spend few minutes reading all options in the settings tab to understand the options for your quiz.

Before you activate the quiz, try to check if the font size and the text look good. Make sure that the point value is coherent and the question type is suited to your quiz mindset. It’s important to collect answers or feedback that your leads or users understand your top priority.

Step 5: Play, and watch your statistics for the educator or compliance officer

Responses are collected into InvestGlass which will record any information from basic lead captures to complex question types. As you collect email addresses, at the end of the question you can also forward feedback to your respondents. Multiple users can be notified when quiz results are generated.

Have you ever wanted to find out more about what your customers or prospects are thinking? If so, then we may have the tool for you. InvestGlass is a quiz-based survey that can be used in many different ways. You might use it as an educational exercise to teach someone something new about themselves and their cognitive biases, such as how they make decisions based on emotion vs logic.

It’s the perfect product to build math quizzes, classroom quizzes, trivia quizzes, compliance classification, lead capture, and customer survey. No programming skills are required.

Or maybe you want to know why people aren’t buying from your site like they did last year (or this morning). In these cases, InvestGlass could help by letting you ask questions that will reveal some of those hidden insights into customer behavior and attitudes towards your product. Contact us today!

form, online quiz, quiz

Web Forms: The Ultimate Guide

In this article, we will detail everything you need to know about embedding InvestGlass web forms into your website!

What are web forms?

A web form is one of the main points of interaction between a user and a website. The controls can be single or multi-line text fields, buttons, checkboxes, or radio buttons. They should fit your business’s needs and help you gather the information you want from your leads. The forms are mostly created using the element, but there are some other elements to learn about too. There’s no single way to create a web form, so there are several tools and software programs that can help you create your forms.

woman holding iPhone during daytime

Basic to Designing your web form

Designing forms is an important step when you are building a site or application. The bigger your form, the more you risk losing users. In this article, we’ll make a simple contact form with three text fields and one button. We are asking the user for their name, their e-mail, and the message they want to send. We suggest you use Investglass as this will protect yourself and your business with Swiss digital sovereignty. Of course, using Google Sheets is free and easier however meaningful data should be stored in legislation you trust. F

InvestGlass back-end servers are hosted in Switzerland. If you’re a large institution, like a large bank, a no for profit organization, or a central government departments, we offer a solution that you can host directly on your server. This solution is used by local authorities when they wish to create surveys or verify the trustworthiness of citizen identity.

For banks and financial institutions, we are often advising to start with a very small welcome form. This form should include first name, last name, and email, phone but not more… then we advise you to connect to a name check or face recognition tool such as ONFIDO. Once information is recorded inside Investglass CRM, you will use email automation to send a confirmation with a mobile number, or via an email notification. This is a great feature to make sure that new leads will properly record their information.

Digital onboarding InvestGlass
Digital onboarding InvestGlass

Don’t need a visual studio express, InvestGlass is a node code form solution?

With InvestGlass Swiss Cloud – no programming is needed to build onboarding forms. Indeed, onboarding, which is cumbersome and time-exhaustive, becomes fast and easy with InvestGlass. The personalization of forms and surveys, as well as the already available templates, convey an easy process in which efficiency is maximized for financial platforms.

InvestGlass’s experience and wide range of clients have impacted positively on realizing the need for a customizable offer. This feature is a latent component in the onboarding process that tailors your needs as you wish. We build neobank solutions.

Onboarding can be made solely digitally, solely manually (written by hand), or a combination of both. Incorporated into the CRM, few different well-known digital signatures are available. Yet, paper trails can remain under the condition that you type the relevant written add-on manually.

Data access is possible with the forms, then your customers don’t need to re-input a second time already answered questions. Forms can be used to simply capture email addresses but it can also be used as complex building blocks for account opening or product subscriptions.

Forms are fully customizable so you can decide if you wish to offer a safe, a reset, or a submit button. Forms are also a very affordable alternative to expensive web applications. With a fully customizable user interface, you will color your form with your own company colors. You just need to create your webpages, then embed Investglass form, HTML elements, within your website.

What are Web and mobile environments?

Forms and form fields are built-in form designs built for mobile phones. You should make sure that clear instructions are properly visible for any type of user. Onboarding with web forums should be easy to use for Millennials or baby boomers. Forms from Investglass our HTML. HTML5 forms are embedded I-frames. You just need to make sure that your public website is using a security certificate known as SSL.

Mobile environments are requiring more customer data input and they’re asking for it in different ways. The typical mobile form field, such as a text field or a drop-down list, is easy to understand and use. But, some form fields are specific to mobile devices. For example, the date picker control is useful on a mobile device when you want. Make sure that relatively few changes are made to the form because you don’t want users to be confused about how to use your form. Put only relevant content inside these forms.

If you are using a form for data entry, make sure that the user experience is optimal on both web and mobile devices. Forms that work well on a desktop computer might not work well on a mobile phone or tablet.

person using black iPad

How to Create genuinely usable forms?

Building your own web forms is easy with a no-code approach. Form designs are easy to build and if you don’t have time, our Investglass team will dedicate specialists to save time on form building.

Web forms if they include legal aspects usually include conditional logic. This conditional logic is sometimes tricky for potential customers and we are used to building them for you. Featured recommendations will facilitate web for building. We can also test desktop scenarios, and check error messages.

Insurance and financial industry we are also building what we call form packages. Four packages or bundles of forms. This ultimate form builder helps you to create a form container with multiple forms inside. Once the forms are filled in, Green notification will help bankers or clients to assess form completeness. The

The InvestGlass team can also help you to set up your very own form packages.

A form builder is a visual tool that you can use to create, customize, and publish forms. With a form builder, you can quickly create forms that look great and work well on any device. You can also easily customize the forms to meet your specific customer life cycle.

form, web form builders

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

Copyright © 2022 InvestGlass SA. All rights reserved.
Made in Switzerland 🇨🇭