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1. Simplicity is key - Jason uses Typeform to create a form that asks the user simple inputs of information. Jason takes this information and on the backend (where the user cannot see) he calculates an output to tell the user how much money they will get in their stimulus. He then displays that in the Typeform.
I think this is really helpful and quick way to earn a users trust. What I thought interesting, was his approach after he delivered the output of stimulus savings.
2. After value is created for the user, Jason does not ask for an email to send the results, instead he gives more value and provides context around what they need to know. Then at the end he asks if the user would like to be emailed the results to store. This is a nice tactic but I am curious here his conversion. Jason is providing some good value up front. What I would evaluate from a product perspective is look at % users who complete the form, and also see how many % give their email. If the conversion is low but you have a lot of people completing the form. He may want to consider emailing the results. This is the art of product making. With Typeform he can see all these analytics and evaluate if its worth doing. Or if he is happy with conversion, may just keep as is.
3. Lastly, if the user does elect to be emailed the results, Jason has hooked up Integromat connected to his favorite email provided. Once the user selects the option to be emailed the results, he uses Integromat to connect to his email provider. Through Integromat he can customize the email copy to print out in the body of the email what the results are so that the user can reference them.
I've done a similar flow for Side Project Stack using the tools: Typeform>Zapier>Gmail.
Zapier is pricier than Integromat, but using Gmail is free. You dont have to have an email provider like Campaign monitor.
Also, with Zapier I pay the higher tier of service where polling/sending happens every 3 minutes. I'd like it to be under a minute but that is a negative of using Zapier.
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