Add a new “RFI” form to web pages
RFI stands for a Request For Information. A RFI form is a simple way for an organization to give constituents a chance to ask questions or otherwise reach out to us to learn more about an event, topic, etc. Soon as someone reaches a spot in our website where they’re interested in something but need to learn more about it, a button click pops open a simple web form (see the example later in this post).
It’s here they enter their personal information and that is saved into our system. That activity is accompanied by an automated email notice that arrives to the right person in Extension. For example, users can provide their name and email address and the process will add them as a new subscriber to one of your newsletters.
How is this useful?
A web form allows us to collect and manage information from constituents easily and efficiently. The forms are embedded right into relevant places on your website, which makes it easy for your audience to provide their information.
As soon as somone completes the RFI form, their information is stored until it’s ready for analysis.
Meanwhile, in the same step we are able to offer a chance to subscribe to some type of digital communications, such as newsletters. This can become a crucial tool for you to obtain new audience members eager to hear what you have to say.
What we’re poised to learn about our audiences
We can use the Extension website as a quick case study for how to employ RFI forms, however the premise works similarly on other websites.
When a visitor to this Oregon Master Beekeeper Program page stops and takes the time to fill out our RFI form on this specific page, we consider it an opportunity to infer some small bits of information about this person.
In the actual, real-life implementation of this premise, we would in fact engage directly with the right people inside each program to actually be very thoughtful about what inferences we’d plan to make about any one visit to any one particular page—for example, an analysis of the content of the page will support being able to draw certain conclusions or not.
For example, if the page content includes info on bee colony health, but does not have any info at all on honey production, we would want to consider if the visitor’s interest in this page revolves around bee colonies due to the ability to produce honey or, rather, in terms of bees as pollinators.
Clearly, we want to consider our options very carefully when forming these types of conclusions.
AND… What about a page that has a specific call to action?
Well, I am so glad you asked! 🙂 Let’s look at a page that’s aimed at cultivating interest in a specific thing—like an event.
To the right, you see a page I navigated to from the Events tab on the Master Beekeeper program page. If a normal website visitor made their way to this page, we can begin to make inferences about them at another level of specificity and accuracy.
We know the ultimate goal of this event’s organizers is to have viewers click on the “Register” button, but what about anyone who is feeling interested in the event while still not being quite ready to register? What can we do for that person?
The answer would be to provide an RFI form—simply a second button which would allow them to ask any question about the event for which they don’t already have an available answer.
After submitting this RFI form, the inferences we can make about their interests are far more specific. We know they want to attend an event. And not just any event, but this particular event with this event’s specific content. Arguably, there’s a lot to work with in this use case.
The impact on newsletter subscriptions
The question, then, is how does this help to build up our list of subscribers? The exact details of the plan continue to be sorted out, but the goal is to begin to understand how the inferences we were just talking about can help us point people to digital communication options—newsletters being one of those options—that are of significant interest to them.
Soon as the data lands in our database from the successful processing of an RFI form, we know for certain we want to send that person an email with a simple “thank you” message, because we want to provide an immediate reward to them for taking the time to fill that thing out. It’s important to do this.
In addition to our “thanks” message, there’s room in the body of that same email to appeal to them with a subscription (opt in) opportunity to newsletters. Thus, taking into account the opt-in opportunities that already exist, then adding in all of those people who submit RFI forms, we can see that as a pathway to adding more contacts to our lists.
Example of an RFI form
Check out this straightforward example of an effective web form.
It is true that the form can be designed to ask additional questions, however we know from numerous usability studies that the shorter a web form is the more likely our average website visitors will actually stop and fill them out.
Our #1 goal will be to increase our ability to engage with our target audiences, which means that simply garnering their direct email address—thus facilitating being able to digitally communicate with them—is our top priority.
An RFI web form will help you add new contacts to your contact lists, track topics in which people are interested, follow up with constituents, enhance users’ experience, and provide Oregonians with the information and expertise for which they are searching.
A web forms should be straightforward, simple, and visually appealing. And it should communicate to the viewer exactly what they can expect to receive in exchange for their valuable time they will spend filling it out. This is how you will ensure a professional, user-friendly experience on your website.
A successful RFI form will lead to an increase in your number of contacts and engagements. So, why not get started working with the Navigator team to help you grow and expand your network today?
About the Navigator digital engagement team
. For months now, many of you have heard from me as I produce a long-term CRM strategy for OSU Extension and non-credit learning. I look forward to talking with you and ensuring the CRM plans are in alignment with the business needs of your unit and the long-term vision of the university. The Navigator team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.
Extension website updates.
- People in county and program groups can tag or untag themselves from events entered through other groups. Go to the event page and go to the “Modify tags” tab at the top of the page.
- All users can now tag themselves with languages they speak and have it shown on their profile. The language options are fairly limited right now initially, but you can submit a support ticket to get other ones added.