Automate with Google Forms as a Marketer

How Google Forms is used in Marketing?

Google Forms is useful for business owners with a small marketing reach and who don’t have a budget for more expensive software. Since all of the responses in a Google Form are automatically collected into a spreadsheet, analyzing the data is simple and can easily be exported into a spreadsheet for further analysis. Google Forms are mainly used for customer surveys, capture leads, etc..

Automate an invite letter

Consider you are a marketer and you are hosting a meeting with marketers of other companies. The objective of this meeting is about digital marketing. You need to invite employees from other companies to attend the meeting. In this case, Google Forms will be very much helpful.

Once you submit the form

  • A calendar event should be created in the guest's calendar.

  • An email should be sent to the guest about the new calendar event.

How Form Director can be used here:

  • Here you can automate the process using Form Director.

  • A Google Form is created & configured with the Google Calendar app using Form Director.

  • Create an Event invitation.

  • You can submit the form along with the event invitation and guest emails.

  • Once the form is submitted a calendar event will be created in the guests calendar.

  • Also, the email template needs to be configured in such a way that an email needs to be sent to the guests once the calendar event is created.

Post a Tweet

Consider you need to promote your new product/ feature/ marketing strategy by tweeting a tweet on Twitter. Once the tweet is posted it should be globally available for your audience. So your audience will be aware of your new product/ feature/ marketing strategy. This process can be automated using Google Forms.

Once you submit the form

  • You should receive an email along with the form submission details.

How Form Director can be used here:

  • Here you can automate the process using Form Director.

  • A Google Form is created & configured with the Twitter app using Form Director.

  • The Google Form fields should be mapped with the Twitter app fields.

  • Once you submit the form the data will be posted on Twitter.

  • Email templates can be configured as per the requirement so that once a form is submitted you will be notified about the form submission.

Apps used:

Capture Leads

Consider you are a marketer and you need to capture leads from your customer's data. You need to collect the information from the customer about their personal data i.e, email, contact number, industry, etc. Here you can use Google Form to collect the information.

Once the customer submits the form

  • An email needs to be sent to the customers with all the form submission details.

  • A lead needs to be generated in a CRM application.

How Form Director is used here:

  • This process can be automated using Form Director.

  • The Google Form is configured with the Salesforce/ Insightly app using Form Director.

  • The form fields need to be mapped with the app fields.

  • An Email template is configured to send a personalized email to the customer along with the form submission details.

  • Also, a Lead needs to be generated in Salesforce/ Insightly CRM once the form is submitted.

Get Feedback from Users

Consider you are having an automation software and it is used by users all around the world. Now, you want to know what the users feel about your product so you have sent a feedback email with a form to the users. This process can be easily automated using Google Forms.

Once the user submits the form

  • The user should receive an email about the form submission.

  • Also, an email should be sent to you once the user submits the form.

How Form Director can be used here:

  • Here you can automate the process using Form Director.

  • A Google Form is created & configured with the Google Docs app using Form Director.

  • Create and add a template and map it with the form fields.

  • Once the user submits the form the data will be saved in the document template.

  • Email templates can be configured as per the requirement so that you will receive an email once the user submits the feedback form with all the details of the form submission.

  • Also, a ticket can also be created in Freshdesk/ Zohodesk.