Want to allow your users to save & continue later on your web forms? It doesn’t have to be complicated.

There’s nothing more disheartening than missing out on a potential opportunity just because they drop-off before finishing your form. For that reason, we’ll elaborate on how-to easily setup save & continue later with any form, in just a couple clicks. No more missed opportunities.™

Here’s how to allow users to save their progress and incomplete submissions from any web form and pick up where they left off later:

How-to save & continue later on any web form:

For the hundreds of teams that close deals via web forms (i.e. orders, price quotes, support requests, contact), abandoned forms are a critical issue that directly impact bottom-line revenue.

Unfortunately, many teams are forced to accept losing out on these opportunities, as the few WordPress plugins for partial form entry that exist today are baked into complicated & expensive platforms (i.e. form builders) that require expensive & tedious migration.

The good news is: Insiteful can help you capture leads from any web forms without changing anything about your existing site.

Not only does Insiteful help you to track partial form entry data from any web form, it also notifies you when a new email lead is captured and can send automated drip emails to follow-up and convert potential customers, even if they left your webpage before completing it! In other words, Insiteful helps you automagically capture & convert more leads from your web form.

Once you’ve started successfully installed Insiteful on your website (step 1), the next step is to choose & enable the power-ups that help optimize your customer experience and drive an increase in conversions — it just a matter of few clicks:

  1. Install Insiteful

    First, to add Insiteful to your web site / form, you’ll want to start on the 2-click install page. For your convenience, we’ve summarized it briefly here:
    • Add your website: Just login & visit the Domains page and add your website where indicated.
    • Install code:  Copy & paste the Javascript code on the Install page into the <body> of the web pages and pages you’d like to track and optimize.
      Insiteful App – Domains Page - Add Website
  2. Save & Continue Later

    You’ll want to start by on the Domains page and click the “Edit” button in the “Power-ups” column (as indicated in the screenshot below)

    This will bring to you the Domains Settings page, which should look something like the screenshot below.
    Form Optimization Powerups - Domain Settings Page - Insiteful Dashboard (Preview) Help Center - Knowledgebase | Insiteful

    On this page, switch the dropdown under “⚡ Power-ups > Save & Continue Later” to “Yes” and choose a delay time of your choice (in milliseconds) to display a prompt to users who may want to continue later. You can also add a comma-separated list of pages to only display this prompt on specific pages — if left blank & enabled, the Save & Continue Later prompt will display on all pages.

Taking a few minutes to setup these simple, automated form experience optimization power-ups can have dramatic benefits, as demonstrated by some of our case studies: conversion lift of >12%! That is equal to more than 1 extra lead for every 10 you’re getting today from any web form, with virtually no extra work. We hope this article helped you; if you enjoyed this, you may be interested in our infographic and list of strategies to reduce form abandonment.

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