Hey Carrick & Kaity,
I know this might be more detail than you were looking for, but I think it’s worth a careful look—this decision impacts both data quality and user experience.
Contents
Key Considerations
- The investor questionnaire is a crucial touchpoint for CF/LoanEdge. The right form solution will make a big difference.
- Options range from enhancing the existing Forminator form to migrating to a database-driven solution like Airtable.
- A well-designed form improves user experience and reinforces the brand.
My Take
| Who’s Managing? | Suggested Option |
|---|---|
| Kaity/Matt | Gravity Forms (seems to be their preference) |
| Me | Stick with Forminator or switch to JotForm |
| Best Overall | Airtable (for various reasons—I’ll cover this in a separate email) |
Airtable vs. Traditional Form Builders
See the attached PDF for a side-by-side comparison. The key difference:
- Airtable is database-first, with forms as input methods.
- Traditional form builders focus on user experience, with added database features.
I’m still exploring this, but the PDF should help in evaluating the best approach.
Recommended Form Solutions
| Software | Pros | Cons | Best For |
|---|---|---|---|
| Gravity Forms (WP Plugin) | Powerful conditional logic, multi-page forms, save & continue | Higher price, steeper learning curve | Complex forms needing logic & integrations |
| Typeform | Conversational UI, mobile-friendly, one-question-at-a-time format | Subscription-based, limited advanced logic in lower tiers | Engaging, easy-to-use investor experience |
| JotForm | Large template library, strong widgets, good conditional logic | Free plan limits, advanced features need higher tiers | Quick setup with minimal design work |
| WPForms (WP Plugin) | User-friendly, balanced features, multi-page support | Less powerful than Gravity Forms for complex logic | WordPress users needing a solid middle ground |
| Cognito Forms | Strong calculations, repeating sections, conditional logic | Fewer integrations | Forms requiring complex financial calculations |
Top Recommendation
If staying with WordPress → Gravity Forms
If open to a standalone solution → Typeform
Why Typeform?
- Conversational, one-question-at-a-time approach reduces form fatigue.
- Excellent mobile experience.
- Logic jumps help skip irrelevant questions.
- Analytics show where users drop off.
- Creates a modern, engaging user experience.
Let me know your thoughts!
Peter