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

1.What is a web form?

A web form is one of the main points of interaction between a user and a web site. 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 <input> 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.

2.Designing your 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. It’s beyond the scope of this article to cover the user experience of forms, but if you want to dig into that topic you should read the following articles:…

3.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. 

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 address 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.