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?
Don’t let a poorly matched form detract from your website’s visual appeal and credibility – You can connect your existing forms using the ClickUp API
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.
Don’t restrict the functionality of your Website forms – Make your forms work for you by using their built-in functionality and feed data to ClickUp using the ClickUp API connected to your form
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.
Are you looking to track leads from your marketing/ad campaigns and measure lead conversions? Don’t embed a ClickUp Form; use a WordPress website form instead. Utilize the power of the ClickUp API to effectively track and feed your data into ClickUp for vital business information.
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.
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