> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Best Practices

> Follow these proven practices to create forms that convert better and provide a great user experience.

Follow these proven practices to create forms that convert better and provide
a great user experience. Small improvements can lead to significant gains.

## Form Design

| | Do | Don't |
| - | - | - |
| ✅ | Keep forms short and focused | ❌ Ask for unnecessary information |
| ✅ | Use clear, descriptive labels | ❌ Use jargon or ambiguous terms |
| ✅ | Group related fields together | ❌ Scatter related information throughout the form |

> [!TIP]
>
> * Every extra field can reduce completion rates by 5-10%
> * Labels should tell users exactly what to enter
> * Use sections to organize complex forms

## User Experience

| | Do | Don't |
| - | - | - |
| ✅ | Show progress indicators on long forms | ❌ Leave users guessing how much is left |
| ✅ | Use inline validation | ❌ Wait until submission to show errors |
| ✅ | Make the submit button stand out | ❌ Hide or minimize the call to action |

> [!TIP]
>
> * Flow Forms automatically show progress
> * Help users fix mistakes as they type
> * Use contrasting colors for your submit button

## Mobile Optimization

| | Do | Don't |
| - | - | - |
| ✅ | Test on mobile devices | ❌ Assume desktop designs work on mobile |
| ✅ | Use appropriate input types | ❌ Use text inputs for everything |
| ✅ | Make tap targets large enough | ❌ Crowd elements too close together |

> [!TIP]
>
> * Over 50% of form submissions come from mobile
> * Email fields show @ keyboard, number fields show numpad
> * Minimum 44x44px for touch targets

## Conversion Optimization

| | Do | Don't |
| - | - | - |
| ✅ | Start with easy questions | ❌ Ask sensitive info upfront |
| ✅ | Use social proof when appropriate | ❌ Leave users wondering if they can trust you |
| ✅ | Customize the thank you message | ❌ Use generic confirmation text |

> [!TIP]
>
> * Build trust before asking for email or phone
> * Mention how many people have signed up
> * Set expectations for what happens next

## Key Takeaways

> [!NOTE]
>
> * Less is more — only ask for what you truly need
> * Test on mobile — most users are on their phones
> * Build trust — start easy and explain why you need info
> * Optimize continuously — use analytics to find drop-off points


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