hello and welcome to this video on web
form a b
testing webform a b testing in zoho crm
is used to experiment with your web
forms and identify the best performing
ones
you can a b test your web forms with
different fields ctas
and also different color combinations
you can test the web form for a selected
time frame of your choice
and also choose the percentage of the
audience to whom the new version should
be visible
upon a b testing you can determine which
form performs better
and deploy that form across your website
let's consider zilker tech a
product-based company
across their webpage they have different
web forms
they want to understand and improve the
conversion rate for all of their forms
let's see how zilker's most important
form the registration form
has been performing based on the
analytics here
we can see that partial submissions of
the form are much higher than completed
submissions
when we analyze the field's field rate
we can see that the field's
phone industry and employee count
are lower compared to the fields field
rate of name
email and company now zilker can
probably get a better conversion rate if
they removed the phone
industry and employee count fields
altogether
but to know this information would help
zilker deepen customer interactions
so another possibility can be by
removing the industry and employee count
fields
and making the phone number field
mandatory
but instead of taking a call on
modifying a web form without any
information
we can create two variants of the
original web forms with both
possibilities
and open it up for only a selected set
of audience
and for a selected period of time once
the a b test is completed
we can analyze the conversion rate and
launch the web form that performs better
across your website let's see how we can
do this
in zoho crm go to setup
developer space web forms
click on the ellipses here near the
registration form
and you can create a b test from there
or by clicking the create a b
test button here enter their name for
the a b
test here you can see that a variant of
the original form is created
we can edit the properties of the
existing fields by clicking on the
settings icon
after each field we can change the
background of the form from here
modify the cta again by changing the
settings
change the alignment of the form from
here
and set the form width from here
in this first variant let's delete the
field's phone industry
and employee count here
on top click the plus icon to create
another variant
in this variant let's remove the fields
industry and employee count
and the field settings for the phone
number field let's select as
mark as required field and save it
in the field properties you can also
mark a field as hidden
or add a hint message for the field
apart from that
we have the link to view changes made to
the variant by clicking on view changes
list
any change that is done to the variant
will be captured here
and you will also have a revert option
to revert back the changes
once we modify the variance we move on
to the next step which is the a b
testing configuration here we can
configure the time
audience and criteria for the a b
testing to happen
as a first step you can select the
percentage of your website visitors who
are to be included
in the a b testing environment you can
select
100 if you want all of the visitors in
your testing environment
if not you can select a percentage of
the audience that you think is the most
appropriate
and safe for testing for zilker's
example
let's select 70
you can see how the visitors will be
split among your visitors here
you can modify the way that you deem fit
let's show zilker's original form to 30
of the audience
the first variant to 20 of the audience
and the second variant to 20 of the
audience
now the next step is to determine when
you want the test to end
you can choose to end it after a select
number of days
weeks or months you can also choose a
date range during which the testing will
be active
if not you can choose to end the a b
test after a specific number of visitors
are targeted
for zilker let's choose after 30 days
you can opt to receive an email
notification about the winner by
checking this box
you can also choose to launch the winner
once the testing is complete
this will automatically launch the web
form that has the highest conversion
rate across your website
upon checking this you can see that you
can provide a condition to launch the
successful form
only when the conversion rate of the
winner is however much percentage
higher than the runner form let's enter
50 percent note that if you choose to
end the testing after a certain set of
visitors
then the a b test will be automatically
moved to completed
after three months even if the visitor
count was not reached in the testing
limit
the form which has the highest
conversion rate will be the winner and
when launched the variant form that wins
will become the original form let's
begin the a b
testing after 30 days you can see the
analytics of the test form from here
the a b testing stats shows unique
submissions and visitors for the
original and variant forms
the conversion rate and the improvement
rate which shows how much the variant
has improved over the original form
the percentage of visitors is also shown
here
comparison by conversion chart shows the
analytics for each day
you can see the conversion rate on a
select day and the unique submissions
and number of visitors same with the
improvement rate chart
it shows how the variant has improved
each day over the original
with the improvement rate and the unique
submissions per visitor
you can also get the analytics based on
the field field rate
number of submissions that has filled
each field and the percentage of
submissions that has filled each field
all of this will help in arriving at
what kind of web form works best with
the audience
you can launch the winner of the a b
test across your website from the launch
button
here open the form and you can preview
how the form will look for visitors
under the variants you can also see all
of the changes made
note that webform a b testing will only
work for forms which are hosted in
iframe or embed format
in your websites you can delete a web
form a b
test from here that's all about web form
a b
testing thank you for watching this
video for more resources
on zoho crm please visit www.zoho.com
crm resources