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Salesforce Forms for Content Downloads & Newsletter Subscriptions

4 min read
Salesforce Scribe
Emily Anderson

Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.

Updated: Sep 27th, 2023

Did you know that you could use web forms to offer downloadable content to your customers and allow them to subscribe to newsletters?

The Forms Tool In a Nutshell

Forms from Salesforce is a popular tool that can help your customers download digital content through web forms. Typical digital content that businesses offer to customers to download to their local computers includes files, media, or software updates in the form of documents, images, videos, and applications.

We also mentioned newsletter subscriptions earlier! The Forms tool can be used here as well to distribute regular updates on bits of information about your business to customers or leads that are signed up to your newsletter. Use newsletters wisely to send out updates, promotions, and articles to your customers.

Newsletter Subscriptions with Salesforce Forms
Newsletter Subscriptions

Forms provides effortless functionality to your business regarding newsletter subscriptions and content downloads. The powerful tool can streamline your data processes and improve the accuracy of your Salesforce data while optimizing your marketing strategies.

Here are a few main points for choosing Forms to offer content downloads and manage newsletter subscriptions.

1. Forms for Automating Workflows

Forms integrates exceptionally well with Salesforce’s Process Builder so that you can automate actions related to form submissions. This type of automation is advantageous for customers who wish to sign up for newsletters, teams that need to send automated emails, or triggering specific marketing strategies such as downloadable content.

2. Reporting & Analytics from Salesforce Whenever you Need

You can access reporting and analytic tools when you use Forms with Salesforce. When customers or leads sign up for your newsletters, you can monitor and examine their form submissions, the conversion rates, and the personal data they have provided. This data will help your business measure how successful the content downloads and newsletter subscription campaigns have been.

If these campaigns fail, your business can use the opportunity to improve in this area by relying on data-driven results for future strategies. 

3. Who wouldn’t want Personalized Content?

Use the Forms tool to collect customer data from content downloads and newsletter subscriptions. This valuable information can be analyzed to group demographic data and customer preferences. Now you can go ahead and create personalized content that tailors all your communication with customers based on what relates to them.

Personalized Communication from Salesforce Forms
Personalized Communication

4. Fill your Business with Automated Lead Generation

It just makes sense to use Forms with Salesforce! The platform allows you to automate your lead generation process from end-to-end, collecting data from customer content downloads and newsletter subscriptions and then pushing it directly into Salesforce.

It’s time for your business to automate manual workflow processes to eliminate any errors or duplicates during data transfers into Salesforce!

Hoping for Custom Salesforce Solutions?

Wishes do come true with the Forms tool, but there must be a catch, right? Of course, there is. Keep reading as we explore some pitfalls for choosing Forms to create newsletter subscriptions and content downloads for your customers.

salesforce forms minus
Forms is quite a rigid form builder, providing only a few design or customization options to align with your business brand.
salesforce forms minus
The tool is complex for non-technical users, especially those unfamiliar with the Salesforce user interface. It would be best to consider who configures and designs your newsletters and content downloads and whether they need training to complete their tasks.
salesforce forms minus
Although a product of Salesforce, using Forms comes at an additional cost. Remember to check your Salesforce subscription plan and the number of form submissions you can access if you are on a tight budget.
salesforce forms minus
Integrating Forms with other software already in place in your business to manage newsletters or content downloads will take some technical expertise and knowledge.
salesforce forms minus
There will be delays to your projects if your staff is unfamiliar with Salesforce. Ensure to factor in time for your team to learn how to use the platform effectively for creating forms for newsletters or content downloads.
salesforce forms minus
Salesforce offers basic reporting and analytic tools compared to other dedicated form-builders on the market.

Considering these flaws, it’s challenging to stop searching for other specialized form-building tools or plugins. There are many form-builders out there, so it’s essential that you choose the right one for your specific business needs.

100% Salesforce Integration with Titan

We suggest you consider exploring Titan, the best alternative to Forms. Titan’s best-kept secret is that we are unlike any other Salesforce tool! Our products are built for real-life scenarios and any use case you can imagine.

Join us below as we provide a few points showing how your business can gain the upper hand in your industry when combining forces with Titan.

TItan Forms Icon
Titan is a flexible platform that allows you to read and write from multiple Salesforce objects in real-time.
TItan Forms Icon
Add any logic to your web forms without any coding experience!
TItan Forms Icon
Titan allows you to work with any data structure when creating forms for your newsletters and content downloads.
TItan Forms Icon
Some of our advanced features include related lists, upload file capabilities, list views, formulas, lookup fields, and junction objects.
TItan Forms Icon
Titan allows you to edit bulk records in just a few minutes!
TItan Forms Icon
Go ahead and use Titan to view your content in grid views without any coding!
TItan Forms Icon
Our web forms are 100% customizable, so choose any layout for your newsletters, and content downloads your business requires.
TItan Forms Icon
We have endless design options for all your elements.
TItan Forms Icon
Titan ensures all your business teams, customers, and leads are aligned every step of the way with complex approval flows and custom SSO portals for non-Salesforce users.
TItan Forms Icon
Titan has advanced 2FA features for your web project and data security.

Titan: 100% No Code! Just Clicks.

And our list of advanced features for your Salesforce solutions continues, just not in this article :wink: We are dedicated to helping your business with any Salesforce requirement. So, if you want to know more about what Titan can do to help you with your unique business problems, give us a shout on one of our social media channels below.

Amplify your customer experiences and make your Salesforce solutions a reality with Titan. We hope to see you soon!

  • Twitter
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Titan Website

Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.

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Do you like this Forms Article from Titan?

Get in touch and schedule a demo with Titan today to uncover the best dynamic forms on the market!

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