Within the email circle I often get asked about forms and what information should be captured. People are always so eager to garner as much information as possible. “Personalization is King.” Yes, it is, to a point. My response is typically that you should capture as little information as possible. Blank faces typically stare back at me. If you require more information such as name, address, favorite color, etc. ask these questions via follow on pages. That is, after you’ve already collected the information that allows you to contact them.
Always keep your goal in mind. You’re not trying to design the most easy to use form, or one that gives you the most information possible on a user. Instead, you’re trying to optimize a profitability metric that is derived from two potentially conflicting principles.
First, the value you gain for each additional user you acquire (personalized content helps here). Second, the total number of users you’ve acquired. I point out that these are conflicting because more up-front information helps you personalize content in order to sell more in the long run. However, the less fields you give the user the more likely they are to complete the form, therefore being added to your userbase.
As an example, you know that having a zip code provides you with a 25% lift by being able to send geographically targeted communications. Yet the downside to the additional field on the form is only a 4% drop in registration rates. Clear winner, include a request for the zip code. On the flip side, including the user’s first and last name in the intro paragraph provides a 3% lift from your email efforts. However, the two additional fields drop your registration rates by 7%. Keep the two additional fields out.
Choose wisely what you place in your forms, they are a barrier to entry.

