Opt-in/lead form

Salesforce Opt-in/lead form — Three steps, contact details last

Why it works

“Step 3 of 3” with a counter. Who you are, then where you are, then “Just one more thing”: email and phone, both required, and a box agreeing to the Main Services Agreement. Seven answers come before the two that cost the most. “Our team will be in touch to help you make the most of your trial”, so a trial is also a sales lead. Walked to step 3; not submitted (it needs a real phone number).

  1. Salesforce — Three steps, contact details last (screen 1)
    Step 1, “Let’s get you in to your free trial.”: first name, last name, job title, and “Next”.
  2. Salesforce — Three steps, contact details last (screen 2)
    Step 2, “Where are you located?”: company, company size, country (preset from the visitor’s location).
  3. Salesforce — Three steps, contact details last (screen 3)
    Country set to United States: a required State/province field appears.
  4. Salesforce — Three steps, contact details last (screen 4)
    Step 3, “Just one more thing.”: email, phone (+1), the terms box, and the trial’s limits in small print: 2,000 leads and contacts, 10 emails a day. “Start my free trial.”