Salesforce Subscriptions & Content Downloads with Salesforce Forms

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Nov 22nd, 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 Salesforce 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 Salesforce newsletters tools wisely to send out updates, promotions, and articles to your customers.

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.

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. This makes it ideal for subscription management Salesforce.

Forms is quite a rigid form builder, providing only a few design or customization options to align with your business brand.

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.

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.

Integrating Forms with other software already in place in your business to manage newsletters or content downloads will take some technical expertise and knowledge.

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 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 is a flexible platform that allows you to read and write from multiple Salesforce objects in real-time.

Add any logic to your web forms without any coding experience!

Titan allows you to work with any data structure when creating forms for your newsletters and content downloads.

Some of our advanced features include related lists, upload file capabilities, list views, formulas, lookup fields, and junction objects.

Titan allows you to edit bulk records in just a few minutes!

Go ahead and use Titan to view your content in grid views without any coding!

Our web forms are 100% customizable, so choose any layout for your newsletters, and content downloads your business requires.

We have endless design options for all your elements.

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 has advanced 2FA features for your web project and data security.

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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.