Shirley Wenger is a professional journalist and editor who has been working in the publishing industry for more than 15 years. She is an award-winning...Read more

A lot of our clients ask us for tips on how to generate dynamic PDF forms. Our response is that the dynamic form first needs to work properly. If a user tries to fill in the form and something doesn’t work, that’s a frustrated customer right there.

If you’re using Logiforms or any other form builder software, that shouldn’t be an issue. Logiforms, for instance, has a built-in “Dynamic PDF” option that allows you to create a PDF document through the Rich Text Editor. The form can then be designed using the built in editor or your own HTML and CSS.

But apart from functionalities, there are other elements that go into creating a great form. Here are 4 tips you should keep in mind when you’re building your next dynamic PDF form.

1. Make It Nice to Look at

Remember that your PDF form should also be visually appealing. Ugly forms can have a negative impact on your number of conversions. If the form is not appealing, hard to follow or just simply bothers the eye, then there’s a big chance people won’t fill it out.

2. Use Your Brand Elements Throughout

When designing the form, remember to use those visual/text elements that belong to your brand: logo, motto, colors, or any other elements that are tightly connected to your brand.

That can help in your brand awareness efforts, and it reassures your users that the form they are about to fill in belongs to you (and therefore you will get the data), and not some other website.

3. Don’t Forget the Header and Footer

The header and footer of any document are essential for laying out important information you could not otherwise include in the body of the document. For instance, if the form gathers user information for a campaign, and the body of the PDF is full of boxes for people to fill, you can write the campaign name, or the date it is running in the header or footer. You can even give them the link to your terms and conditions in the footer of the form.

4. Use Smart Conditional Content

With Logiforms, you can use the rule wizard to establish various rules that will determine which of the content to include to which users. Forinstance, if a logged-in user wants to fill in the form, you may want to show them a different version (or different parts of the form) than you would for a logged-out user. You can choose what to show them based on various criteria available in the rule wizard.

Signing off

These 4 tips can really be useful if you want to generate dynamic PDF forms for your website, so be sure to keep them close by when you’re creating your next form. Find out more about how Logiforms can help you and your business, and select a plan right now to start creating easy to work with forms for your website!

Shirley Wenger is a professional journalist and editor who has been working in the publishing industry for more than 15 years. She is an award-winning writer and her work has been featured in various publications, including The New York Times, The Wall Street Journal, and Time Magazine.

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