Name
Save as Draft for Forms
Description
The 'Save as Draft' feature enhances the lead generation experience by allowing users to save their form-filling progress and resume at their convenience. The feature caters to busy users or those requiring more time to gather information. It improves conversion rates by reducing form abandonment, providing an intuitive way to manage saved drafts. This solution is ideal for businesses aiming to boost lead engagement through user-centric form-filling workflows.
Problem
Form abandonment is a common issue caused by interruptions, lack of required information, or lengthy forms. This leads to missed opportunities and frustrated users. Existing solutions often fail to provide a seamless way to save and resume forms, which is crucial for ensuring lead retention and conversion.
Solution
Over two months, the project implemented a 'Save as Draft' feature that allows users to save progress, either manually or automatically. This includes notifications for successful saves, reminders for incomplete forms, and a draft management dashboard. The feature is optimized for both mobile and desktop users, ensuring cross-device compatibility and a smooth resumption process. Advanced analytics track draft usage, enabling further optimizations.
Impact
- Form Completion Rate: 30% increase in form submission completion
- User Experience: 25% improvement in feedback scores related to form filling
- Lead Conversion: 15% increase in converted leads from saved drafts
Discovery And Research
- User Interviews:
- Recognized key causes of form abandonment and Discovered user preferences for saving and resuming forms
- Surveys:
- Online surveys to collect feedback on draft-saving needs
- Validated the necessity of a draft-saving feature and Collected insights on preferred methods for saving drafts
- Competitive Analysis:
- Identified best practices for draft-saving implementations and Determined opportunities for differentiating our solution
Definition And Planning
- Information Architecture:
- Structured the draft-saving feature's workflow
- Defined the logic for saving, retrieving, and editing drafts
- User FlowMapping:
- Charted the draft-saving journey for users
- Outlined interactions for saving and resuming drafts and Optimized flow to minimize interruptions in form filling
Design And Prototyping
- Wireframing:
- Sketched interfaces for 'Save as Draft' buttons and notifications and Outlined draft management options in the dashboard
- Interactive Prototyping:
- Developed prototypes for saving progress, resuming, and editing and Simulated user interactions with draft-saving scenarios
Testing
- Usability Testing:
- Assessed ease of use of the draft-saving feature
- Gathered feedback on draft accessibility and retrieval and Refined UI elements for better visibility of saved drafts
Save Progress Button
Allows users to save their progress at any stage of form filling with a single click. The button is strategically placed for accessibility and supported by visual cues indicating the save status.
Resume Forms
Provides users with an option to resume incomplete forms from where they left off. Integrated with login credentials or cookies to ensure smooth retrieval of drafts.
Automatic Save
Ensures drafts are auto-saved periodically to prevent data loss during interruptions. Includes customizable save intervals for user preference.
Draft Management Dashboard
A centralized section where users can view, edit, or delete saved drafts.
Notification and Alerts
Informs users when progress is saved and provides reminders for incomplete forms.