Add a callback request form to your website

Nina De la Cruz Nina De la Cruz 7 min read

Modern consumers are getting less patient and more demanding when it comes to customer service. Asking your prospects to stay on hold when they are trying to reach you via phone has long been considered poor business practice.

That’s why callback request forms have become so popular. They save time and allow for contacting businesses whenever it’s convenient for the prospects.

With Getsitecontrol, you can add a callback request form to your website within a few minutes. Here is one example of how it may look 👇

Click on the template above to see it in action: it will look like a small panel at the bottom corner of a webpage that expands into a callback request form when visitors click on it.

Another option you can implement on your website is a floating callback request button that launches a pop-up form upon click.

Here is what it looks like:

Both options are fully customizable, and each time someone leaves a callback request, you’ll be receiving instant notification via email. You will also be able to send those submissions directly to Google Sheets, your CRM, or any other cloud app you’re using.

Below, we’ll show you how to implement both scenarios on your website. We’ll also provide pre-designed templates you can use, and review the best practices for setting things up.

How to add a simple callback request form to your website

We’ll get started with the simple version of the form. The entire process will take you just few minutes and require no technical skills.

Step 1. Add a template to the Getsitecontrol dashboard

Click on the template featured at the beginning of the article and follow the prompts on the right-hand side to add it to your Getsitecontrol dashboard. This is what it will look like 👇

How to create a callback request form in Getsitecontrol

From there, you’ll be able to customize the form. Using the Theme menu, you can change the color theme, style, and font. If you want to shift the panel to the opposite corner, use the Position menu. The menu on the right-hand side will help you edit the existing fields and create new ones.

Step 2. Customize the callback request form

You can use this callback request form template as is. However, if you’d like to create an additional field, you can do that, too.

Suppose, you want to ask your prospects for their email address. Simply hit the +Add field button on the right-hand side and select Email address. Then edit the field description on the following screen.

How to add custom fields to a callback request form

Keep in mind that all new fields are mandatory by default. If you want to make it optional, just uncheck the Required box.

Step 3. Set up a submission success message

Once a prospect submits their request, they’ll see a submission success message. In your dashboard, it’s located on Page 2.

Submission success message displayed after a prospect fills out a callback request form

Typically, you would include a short thank you note and an estimated timeframe for the callback.

At this point, the callback request form is ready. Once you hit Save & close and activate it, the form will instantly go live on your website.

How to view callback request submissions

There are three ways you can view callback requests submitted through the form. First off, all submissions will be stored in the dashboard under the Statistics report.

Statistics reports on callback request submissions

If you want to collect submissions in a Google spreadsheet, switch to the Integrations tab when editing the form and proceed to + Add application. Then select Google Sheets from the list and log into your Google account to confirm integration.

How to integrate callback request form with 3rd-party apps

To connect other 3rd-party apps, such as CRM or Helpdesk software, use one of the Zapier integrations.

Finally, if you want to receive email notifications about new submissions, open the Notifications tab and paste your email address.

Now that you know how to create a simple callback request form for your website, we’ll show you how to use the second option — a floating callback request button

How to add a floating callback request button to your website

Using the same principles, Getsitecontrol allows you to create a form that pops up when a website visitor clicks on an animated callback button.

Unlike a panel, this form is displayed in the center of a page and provides more space for questions.

The implementation process includes a couple of extra steps, but overall, it’s quite similar. Follow the instructions below to see how it works.

Step 1. Customize the form template

To get started, click on the form template above and follow the prompts to add it to your Getsitecontrol dashboard. From there, you’ll be able to change the copy and add more fields.

How to customize a callback request form in Getsitecontrol

For instance, this template contains 3 default fields: Email, Phone, and Best time to call. However, you may also want to ask your prospects about their name and the reason they want to get in contact.

To see how your callback request form will look on mobile, switch to the mobile view using controls at the bottom of the page.

Callback request form on mobile screens

Step 2. Adjust callback form trigger

Before saving this form, you need to adjust its targeting settings to make sure it only pops up when your website visitors hit the callback button. To do that, switch to the Targeting tab, scroll down to the Start to display the widget section, and remove the default ‘at once’ condition.

Targeting settings for the callback request form

Once you’re ready, hit Save & close and activate the form. The next step is to select the callback button that will serve as a form launcher on your website.

Step 3. Select a callback request button template

To select the button template, you can check the gallery on the right-hand side 👉

The most common format for this scenario is an animated round button in the bottom right corner.

However, you can also choose a floating button with text like this one 👇

Click on the template of your choice and add it to the Getsitecontrol dashboard. From there, you’ll be able to connect the button to the pop-up form you created earlier.

Step 4. Connect the button and the form

In the right-side menu find Background click and delete the default Open URL option. Then hit + Add action and select Show widget. From the dropdown list, select the callback request form.

How to connect a callback request button and the form

Hit Save & close to save the changes and activate the button.

Once you connect the Getsitecontrol app to your website, the floating button will instantly go live.

Connect Getsitecontrol to your website

After you’ve created the form and selected the callback button, it’s time to connect the Getsitecontrol app to your website.

The installation process is very straightforward. If you’re a WordPress user, just use the dedicated Getsitecontrol plugin, and it will handle all the heavy lifting. If you’re a Shopify user, there’s a dedicated app for you in the App Store. If you’re using any other platform, check these instructions.

Tips for creating a more efficient callback request form

The bare minimum of information you will need before calling your prospect includes the following:

  • First name and/or Last name
  • Phone number
  • Best timeframe to call

Naturally, these fields should be marked as required.

If your business operates internationally, you can either add a time zone field or indicate your time zone when asking about the preferred hours.

There is no need to exhaust a prospect with too many fields, but for the sake of a more efficient conversation, you may want to include a couple of clarifying questions.

For example, you can add a text field titled “How can we help you?” or use a more specific question related to your business like “What product/service are you interested in?”

Additional information will provide your customer support team with important context – therefore they will be able to resolve the query more efficiently.

How to meet your prospects’ expectations when they request a callback

Whether you have a customer service team or plan to make calls by yourself, there are three general recommendations to help you create a smoother experience.

1. Offer scheduled callbacks and ASAP callbacks

You may think that if someone requests a callback, they want to be contacted as soon as possible. That’s not always the case. Allow for choosing both preferred hours and days, so that prospects can pick the best option working for their schedule. To do that, add either a dropdown menu with options, or a text field.

2. Prepare for the conversation using submission reports

You can ask anyone, and they’ll tell you the same thing: one of the most annoying parts about callbacks is having to repeat the information you’ve already typed. Prevent this from happening by analyzing submission reports before calling your prospects.

The Getsitecontrol reports allow you to see what page the person was viewing when they requested a callback; where in the world they’re located, and most importantly, what their request is about.

3. Consider using an email autoresponder before calling

Not necessarily a must-do, but this tip can be quite helpful. If you add an email capture field to the callback form, you’ll be able to send an automated message to everyone who fills it out. Use it as a reminder about the upcoming call and include any information that might be useful for the prospects in the meantime: links to your F.A.Q., blog, or social media pages.

Time to add a callback request button to your website

Whether you’re an ecommerce business owner or a consultant, providing a callback service is a great way to establish customer communication and expand your marketing funnel. Let your website visitors request a callback with a couple of clicks and start generating leads today.

Nina De la Cruz is a content strategist at Getsitecontrol. She is passionate about helping small and medium ecommerce brands achieve sustainable growth through email marketing.

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