Leveraging research to increase SkySlope Forms file creation

Seeing the power of quick wins through micro-surveys with a 245% increase in files created in Forms.

The problem

Our streamlined form-filling tool, SkySlope Forms, was not reaching the product adoption we were aiming for. In other words, we were seeing file creation was lower than anticipated.

I saw a new opportunity and I took action

I reached out to our Data Analyst and Product Marketing Manager to start a conversation. I wanted to understand the effort it would take to link transactional emails to an in-product micro-survey.

We compromised and came to a solution

We would test the MVP first and measure its impact before allocating more time and resources towards this initiative. I could work with that.

The Details

Goal

  • Better understand why users were not creating files in SkySlope Forms

  • Find a solution to increase the number of sent envelopes in SkySlope Forms leveraging in-product micro-survey

MVP

My Role

  • Create an in-product micro-survey through Chameleon

  • Use existing email promoting on-demand trainings for a single micro-survey dropdown item

  • Link transactional email to dropdown with Mailchimp and Chameleon integrations

  • Lead researcher

  • Led kick-off with stakeholders to understand problem and goals with research at the forefront of our conversation

  • Identified appropriate audience for targeted insights

  • Owned strategy and execution of in-product research methodology

The Execution

A targeted in-product micro-survey asking users why they haven’t created a file in Forms.

If a user responded it wasn’t clear how to create a file, an email was automatically sent three days later to promote our on-demand training and resources.

We saw a 245% increase in SkySlope Forms files created.

The Impact

True product adoption was achieved.

Next steps

This test was well-received by stakeholders and buy-in was secured early on.

  • Collaborated with marketing team to discuss micro-survey options and identify catered transactional emails to continue increasing file creation in SkySlope Forms