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

What are web forms?

A webform 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, 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 forms 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.

Are you ready to test the forms builder?