ClickUp Forms – 3 Downsides Website Owners Cannot Ignore

Are you a WordPress website owner looking for an effective way to gather information from your visitors and feed into ClickUp? While there are many form-building tools available, it’s important to choose one that aligns with your brand and provides a seamless experience for your users. In this blog post, we’ll discuss why using ClickUp Forms embedded on your WordPress website may not be the best option. From their mismatched branding to limited data storage capabilities, we’ll uncover the reasons why you should explore alternatives for collecting user information.

ClickUp Forms Problem #1: Limited styling options

Brand Consistency Matters: Say No to Mismatched Branding

As a WordPress website owner, you understand the importance of maintaining a cohesive and professional brand image. However, when you embed a ClickUp Form on your site, it won’t seamlessly blend with your existing design elements. ClickUp Forms come with predetermined styles and layouts, which might not match the aesthetic of your website.

This can create a jarring experience for your visitors and diminish the overall impact of your brand. Below is an example of a ClickUp Form – note the 2 column layout is NOT mobile responsive and the First and Last Name on the same line looks awful on a cell phone (try it!))

Why can’t I style my Embedded ClickUp Forms?

The embed code that ClickUp provides is for an iframe. An iframe, short for “inline frame,” is an HTML element used to embed content from another source (ClickUp) within a web page. This can have implications for security, as the content inside the iframe has some degree of isolation from the your websites page’s JavaScript and CSS to prevent cross-site scripting (XSS) attacks. This means your webpage styling will not have any impact on the content within the iframe. And, some browsers do not support iframes – so your form cannot be seen by a potential customer!

ClickUp Forms Problem #2: Limited Data Control

Another drawback of using ClickUp Forms is the limited control over the data collected. The information submitted by your visitors is stored exclusively within ClickUp’s platform. Whilst this is great for feeding into your project management system and setting up a task, website owners often want their website forms to do more – send contact details to a CRM / Email Marketing tool, facilitate a purchase, collate data from a poll, register a user etc.

By using a ClickUp Form you are limiting what a new lead can do (Purchase a product or service, register as a member / user) and restricting how you can use the data collected.

ClickUp Forms Problem #3: No Conversion Tracking!

When ClickUp Forms are embedded, they don’t re-direct. The “Redirect URL” setting is ignored. This makes it impossible to track leads back to the marketing campaign or ad campaign that drove the lead to your site? How will you measure your campaign effectiveness without this vital lead tracking, or gather lead conversion metrics? By using an embedded ClickUp form you are restricting your access to valuable insights about audience. If you are spending on Google Ads, Facebook Ads, LinkedIn Ads, how do you know how effective they are? By opting for other form-building solutions, you can ensure that you retain ownership of your data and have the freedom to analyze it as needed.

Conclusion and Solution

When potential customers visit your WordPress website, it’s essential to create a personalized and engaging experience that you can track. Unfortunately, ClickUp Forms offer limited customization options, often resulting in a generic and impersonal feel.

As a WordPress website owner, it’s crucial to choose form-building solutions that align with your branding and provide a seamless user experience. Embedding ClickUp Forms on your site may result in mismatched branding, limited control over data and tracking, and missed opportunities for personalization.

To ensure a cohesive and professional online presence, consider exploring alternatives such as Gravity Forms that connect to ClickUp via the ClickUp API. This solution gives the best of both worlds – a more flexible form that is styled consistently with your brand, an opportunity to connect it to multiple other services (Email marketing tools, Polls, payment providers) and track submissions in your Google Analytics, in addition to feeding data exactly into your ClickUp WorkSpace to create a task or list your want, using a template you need, and trigger the next stage in this customer’s journey.