Let’s face it: nobody’s excited to fill out another form. If you’re using demo booking forms to drive leads, every extra field or awkward step is a chance for someone to bail. This guide is for marketers, sales ops folks, and anyone else trying to stop losing good leads to clunky forms. We’ll dig deep on customizing Chilipiper booking forms so you can get more demos booked—without guesswork, fluff, or unnecessary complexity.
Why Customization Actually Matters
You might hear a lot about “personalization” and “tailoring the user journey.” Here’s what actually matters: the easier and more relevant your form, the more people finish it. Chilipiper makes it easy to tweak forms, but not all customizations are worth your time. The goal is to remove friction, not just make the form prettier.
Let’s break down how to do this, step by step.
Step 1: Map Out What You Really Need to Ask
Before you even touch Chilipiper, be brutally honest about what info you actually need. Every extra field adds drop-off.
- Start with the absolute essentials. Usually: name, email, company.
- Does your sales team really use company size or industry at this stage? If not, drop it.
- If you can enrich data later (tools like Clearbit can fill gaps), skip the field.
Pro tip: Try filling out your own form on mobile. If you’re annoyed, your prospects will be too.
Step 2: Create or Edit Your Booking Form in Chilipiper
Assuming you’ve trimmed your fields, log into Chilipiper and head to the “Forms” section.
- To create a new form:
Click “Create Form,” pick a template or start from scratch. - To edit an existing form:
Find the form you want and hit “Edit.”
Here’s what to focus on:
- Drag and drop fields. Chilipiper’s interface is pretty straightforward.
- Set field types. Use dropdowns, checkboxes, etc.—but only if they make it easier. Sometimes a simple text field is less annoying.
- Mark fields as required only if they’re truly needed. “Nice to have” info can always be collected later.
Step 3: Use Conditional Logic to Personalize (But Don’t Overdo It)
Chilipiper lets you show or hide fields based on previous answers (“If Industry = SaaS, then show Team Size”). This is handy for:
- Routing leads to the right rep or calendar
- Asking only relevant questions (e.g., “What CRM do you use?” only if they’re in your target market)
Don’t get carried away: - Too many branches make your form hard to test and maintain. - Over-personalization can feel creepy or confusing.
What works: - Hiding fields unless they’re truly needed. - Routing logic (e.g., high-value accounts go straight to an AE’s calendar).
What doesn’t: - Complex conditional trees just to seem “personalized.”
Step 4: Integrate with Your Calendar and Routing Rules
Chilipiper’s superpower is routing meetings to the right rep, fast. But this only works if you set up the rules right.
- Connect calendars (Google or Outlook).
- Set routing logic (e.g., by territory, account size, product interest).
- Match form fields to routing rules. If you’re routing by region, you need to ask for location (or infer it).
Pitfall to avoid:
Don’t route leads based on flaky data (like self-reported “Budget”). People don’t always tell the truth on forms.
Step 5: Remove Unnecessary Steps
This is where a lot of folks go wrong. Chilipiper can ask for double-confirmation, send unnecessary emails, or add extra steps. Cut any of these if they don’t add real value.
- Skip the confirmation page if you can. Let people book their time and get back to what they were doing.
- Send one clear confirmation email only. Multiple emails = annoyance.
- Don’t force account creation. It’s a conversion killer.
Step 6: Make It Mobile-Friendly (Test It Yourself)
Plenty of demo requests come from mobile. Chilipiper’s forms are responsive… in theory. But test yours on an actual phone:
- Check field alignment and tap targets.
- See if autofill works for name/email.
- Try it on slow WiFi or data. Sluggish forms drive people away.
If something’s janky, fix it—even if it means using fewer fields or a simpler layout.
Step 7: Add Social Proof (But Keep It Subtle)
A little trust goes a long way. You can’t do full-blown testimonials inside Chilipiper forms, but you can:
- Add a short line like “Trusted by 1,000+ companies” above the form.
- Place logos of top customers nearby (on the landing page, not the form itself).
- Use a reassuring headline (“Book your personalized demo in 30 seconds”).
Don’t:
- Cram three paragraphs of marketing fluff onto the form.
- Interrupt the flow with popups or video embeds.
Step 8: Set Up Analytics and A/B Testing
If you’re not tracking, you’re just guessing.
- Connect Chilipiper to Google Analytics or your preferred tool.
- Track form abandonment and completion rates.
- Run A/B tests:
- Test short vs. long forms.
- Test different headlines.
- Try hiding vs. showing certain fields.
What to ignore:
Don’t waste time testing tiny design tweaks (like button color) before you’ve nailed the basics—field count, routing, and flow.
Step 9: Ask for Feedback (Yes, Really)
Once you’ve got your first version live, ask your sales team and a handful of real users for feedback.
- Is there a question that always trips people up?
- Are meetings routed to the wrong reps?
- Are people dropping off at a certain step?
Fix the obvious stuff first. Don’t overthink it.
Step 10: Keep It Simple—Then Iterate
Chilipiper is powerful, but complexity is the enemy of conversion. Once your booking form is live:
- Watch your results for a week or two.
- Make one change at a time.
- Don’t chase “best practices” from blog posts—trust your data.
What Actually Moves the Needle (And What Doesn’t)
Worth your time: - Ruthlessly cutting fields - Smart routing based on clear signals - Fast, smooth mobile experience
Mostly hype: - Overly “personalized” forms with too many conditions - Gimmicks like animated buttons or background videos - Fancy integrations you don’t actually use
Final Thoughts: Don’t Let Perfect Be the Enemy of Done
You can spend hours tweaking forms, but the biggest wins come from keeping things simple and user-friendly. Make it easy for qualified leads to book a demo—then tweak as you learn more. If in doubt, cut a field, not add one.
And remember: nobody ever complained a form was too easy to fill out.