Providing a seamless and efficient user experience on your website is essential, especially when it comes to facilitating quote requests for your products or services. This article will walk you through streamlining the quote request process using pop-up CTAs and pop-up forms, as well as using HubSpot’s tools to improve the customer journey.
Introduction to Streamlining Quote Requests
Consider a company specializing in life-sized medical exhibits designed for educational and promotional purposes. Customers can rent or purchase these exhibits by following these steps: potential clients visit the website, view the available exhibits, and submit a request for a quote through an online form. The company then provides pricing and availability information to facilitate the transaction.
The Current Process
On the company’s website, a button triggers a form for requesting a quote for each product. When a user clicks the “add to cart” button, the product is added to a cart-like section on the bottom right side of the page. This section functions similarly to a chatbot, displaying the selected products and guiding the client to a form by clicking a button. This button opens a pop-up form where users can fill out their contact details and specify any other questions or concerns regarding the exhibits they are interested in renting or purchasing.
The Goal: Simplifying the Process
The main objective was to streamline the quote-requesting process by introducing a pop-up form that consolidates all the previously required information in multiple steps. This was achieved by integrating the client’s website with HubSpot, creating a pop-up banner that not only resembles a chatbot in design but also includes a form upon opening where all the products can be listed.
Step-by-Step Tutorial for Implementing Pop-Up CTAs
Step 1: Setting Up the Initial CTA in HubSpot
- Navigate to HubSpot: Start by logging into your HubSpot account.
- Create a CTA: Go to Marketing > Lead Capture > CTAs. Click on “Create CTA”. Note that you have to use CTA, not CTA (legacy).
Choose a Template: Select the “Workshop registration Slide-in” template. This template includes a built-in button showing a default message, such as “register here”.- Customize the CTA: Click on the elements within the template to customize it. Use the left panel to edit the text, colors, and styles to match your branding. Change the default message to something like “Request a Quote”.
Choose a Template: Select the “Workshop registration Slide-in” template. This template includes a built-in button showing a default message, such as “register here”.Step 2: Creating the Pop-Up Form CTA
- Create a New CTA: Again, navigate to Marketing > Lead Capture > CTAs, and click “Create CTA”.
- Select a Lead Capture Template: Scroll down and select the “Download Email Templates pop-up CTA.” This template allows you to integrate a form into your pop-up.
- Design the Form: Before integrating it into the CTA, create the form with all the required fields. Go to Marketing > Lead Capture > Forms and click on “Create Form”. Include fields for contact information and a dropdown list of all available products or services.
- Integrate the Form: In the pop-up CTA editing panel, choose the form you created. This ensures that the form is displayed when the CTA is triggered.
Step 3: Linking the CTAs
- Link the CTAs: Return to the initial CTA you created (the “Request a Quote” button). Edit this CTA to link it to the new pop-up form CTA. You can do this by setting the action for the button to trigger the form CTA.
- Test the Integration: Before going live, test the entire process. Ensure that clicking the initial CTA triggers the pop-up form and functions correctly, capturing all necessary information.
Step 4: Implementing and Monitoring
- Deploy the CTAs: Once satisfied with the setup, deploy the CTAs on your website. This involves embedding the code provided by HubSpot into your site’s HTML where you want the buttons to appear.
- Monitor Performance: Use HubSpot’s analytics tools to monitor the performance of your CTAs. Track metrics such as click-through rates, form submissions, and conversion rates. This data will help you identify areas for improvement and optimize your CTAs for better performance.
Benefits of Streamlining the Quote Request Process
Improved User Experience
A streamlined process reduces the required steps, making it easier and faster for users to request a quote.
Increased Efficiency
Automating the quote request process with pop-up forms reduces the workload on your sales team, allowing them to focus on qualified leads.
Improved Data Collection
Integrated forms ensure that all necessary information is captured accurately, leading to more effective follow-up and conversion.
Higher Conversion Rates
A simplified process with clear CTAs and easy-to-complete forms can lead to higher conversion rates, as users are less likely to abandon the process.
Extra Tips for Maximum Results
Identify Key Information Required
Start by identifying all the necessary information you need from your potential clients. This typically includes:
- Contact details (name, email, phone number)
- Company information (name, industry)
- Specific products or services of interest
- Any additional details relevant to the quote (quantity, timeframe)
Design a User-Friendly Form
When designing your form, keep the user experience in mind. Ensure that the form is:
- Easy to understand
- Visually appealing
- As short as possible while still capturing all necessary information
- Mobile-friendly
Optimize Form Placement
Place your CTAs strategically on your website to maximize visibility and engagement. Consider placing them:
- On product pages
- In blog posts related to your services
- On landing pages designed for lead generation
- In the website footer or sidebar
A/B Testing
To ensure the effectiveness of your CTAs and forms, conduct A/B testing. Use the results to optimize your CTAs and forms for better performance. Experiment with different:
- Button texts
- Colors and styles
- Form lengths
- Placement on the webpage
Follow-Up Process
Once a quote request is submitted, ensure a prompt and professional follow-up. Automate confirmation emails to acknowledge receipt of the request and provide an estimated response time. Train your sales team to handle incoming leads efficiently and personalize their approach based on the information provided in the form.
Conclusion
Streamlining the quote request process using pop-up CTAs and forms is a great way to improve the customer experience and sales efficiency. Integrating tools like HubSpot allows you to create a seamless, automated process that looks professional and functions optimally. This detailed tutorial provides a clear, step-by-step guide to achieving this, ensuring that your business can implement similar strategies to benefit from streamlined operations and increased customer satisfaction.
