How to Collect MQLs with Forms (Free Templates)

As a marketer, you're constantly striving to boost lead generation efforts and ensure a steady influx of high-quality leads.

One powerful tool in your arsenal is forms.

Whether embedded on your website, landing pages, or integrated into your email campaigns, forms play a crucial role in collecting contact information from potential prospects.

Instead of rushing to ask for an email, let's focus on delivering real value with forms.

In this guide, we'll explore how to create forms to collect marketing qualified leads (MQLs) and provide your team with free templates to get started.

Understanding MQLs

Before diving into form optimization, it's essential to understand the concept of MQLs.

MQLs are prospects who have demonstrated a certain level of interest in your product or service, but may not be ready to make a purchase just yet. They've engaged with your brand in some way, indicating potential for future conversion.

Identify and nurture these leads with email marketing campaigns to move them further down the sales funnel, increasing conversion rates. With proper nurturing, these leads may eventually proactively reach out to your company's sales team.

Free Form Templates to Get Started

When collecting MQLs, get really creative!

I've prepared a set of form templates to show you different ways you can motivate your potential customers to share their email addresses. Each template offers something valuable in return for their contact information.

All these templates are customizable:

1. Content Download Form Template

It's a customizable template, get it here.

Use this template to offer gated content in exchange for lead information. Include fields for contact details along with checkboxes for subscription preferences.

If you're responsible for B2B marketing strategy, consider including a short survey to inquire about company size, job title, etc. This will help you determine whether you're dealing with a potential buyer persona or a visitor who shouldn't be followed up with.

Pro Tip: When customizing this template, ensure that users do not use their personal email addresses by changing the settings.

2. Budget Planning AI Generator

It's a customizable template, get it here.

As a marketing team, you should think above and beyond the e-books.

Financial advisors and organizations can use this type of online form. By embedding a similar form into their website, they can gather lead information, including email addresses, in exchange for immediate budget insights.

Pro Tip: Following the same logic, you can develop various types of forms, also known as free tools. In this article, we describe how to create a free tool form for your audience that will offer value and enhance your marketing efforts.

3. Social Media Hashtag Generator

It's a customizable template, get it here.

This online form is ideal for marketing agencies aiming to offer genuine value to their potential customers while also gaining insights into the nature of their businesses.

Users are required to provide information about their businesses to receive a list of suitable hashtags. It serves as a minimally intrusive method for understanding your users while providing them with tangible value, such as a curated list of hashtags to enhance their social media exposure.

❓Would you like to know how this form generates answers based on user input❓

It uses an AI generated text element where you can input any prompt you'd like, and the form will generate corresponding copy based on that prompt.

4. Event Registration Form Template

It's a customizable template, get it here.

The oldest technique for collecting promising leads is through hosting events.

If you're hosting webinars, workshops, or other events, this template will streamline the registration process. Collect attendee details and event preferences to tailor your communications accordingly.

5. Software Demo Form Template

It's a customizable template, get it here.

Having a form with specific questions, rather than simply allowing everyone to book a demo with the sales team, offers several advantages. Firstly, it helps qualify leads by gathering essential information about their needs, budget, and timeline. This ensures that the sales team can prioritize their efforts on prospects who are more likely to convert, saving time and resources.

Secondly, by tailoring the demo experience based on the responses, you can provide a more personalized presentation.This targeted approach ensures that sales and marketing efforts are focused on engaging with the most promising prospects (aka sales qualified leads).

Like the templates? We got more for every industry! 👇

Crafting Effective Forms + AI Form Builder

Now, let's delve into the strategies for creating forms that effectively capture MQLs:

Keep It Simple

Long, complicated forms can deter potential leads from completing them. Keep your forms concise by asking for essential information only. Focus on gathering details that are crucial for lead qualification and segmentation.

Offer Value

Provide a compelling reason for marketing qualified leads to fill out your form. This could be in the form of valuable content such as e-books, white papers, or webinars. To initiate the sales process, position your company as an expert in your industry's market.

Test on Mobile

When using involve.me's forms, you can rest assured that every form is mobile-friendly. However, if you incorporate images or videos, it's better to test the form on mobile devices to ensure optimal appearance before sharing it with your audience.

Clear Call-to-Action (CTA)

Your calls to action should clearly communicate what action you want the user to take. Whether it's "Download Now," "Sign Up," or "Request a Demo," make sure it's prominent.

Generate Forms

Consider using involve.me's AI form builder to generate a form with your website's branding for free.

Simply embed a snippet of code onto your website and provide a brief prompt outlining what you want to include in the form.

You'll receive several design options to choose from:

Strategies for Maximizing MQL Collection

Here are some strategies for leveraging interactive AI-powered forms to maximize MQL collection:

Identify Your Audience's Pain Points

Understand the challenges and pain points encountered by your ideal customers. With this information, you can develop AI-powered forms that directly address these pain points, offering actionable solutions.

Personalize the Experience

When using pre-designed templates from involve.me or creating your own with the AI form generator, consider using AI generated text element and conditional logic to personalize the potential customer journey.

Integrate with Marketing Automation Tools

Integrate your interactive forms with your marketing automation platform to streamline lead nurturing and follow-up processes. Automatically segment marketing leads based on their input and trigger personalized email campaigns to further nurture them through the sales funnel.

If you're looking to build a targeted mailing list and collect data within your preferred tool, connect involve.me's forms to other tools in your stack. Be sure to check which ones have native integrations with involve.me for a smooth integration process.

Ready to Get Started?

Modern content marketing involves creating interactive assets such as forms to jumpstart the marketing funnel and attract the appropriate number of qualified prospects. These prospects can then be nurtured and subsequently handed over to sales reps.

Using such assets is a strategic approach to converting traffic to sales by offering valuable products and positioning your company as a market leader.

Whether you need a contact form, feedback form, lead generation form, or survey, you can leverage our free library of templates or generate custom projects with our AI form builder.