New customer information form template
This five-step new customer information form asks the preferred contact method, the customer’s interests, how often they want updates and their age group, followed by the contact details. Clone it into your Growform account and edit the topics.
What the form asks, step by step
The template collects communication preferences from a new customer. It works best as a welcome form after a first purchase or an in-store sign-up.
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Step 1: “What is your preferred contact method?”
Email, phone, text or postal mail sets how you reach this customer.
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Step 2: “What are you most interested in?”
Product news, promotions, company news or events decides which lists they join.
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Step 3: “How often would you like to receive updates?”
Daily to never respects the customer’s inbox and lowers unsubscribes.
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Step 4: “What is your age group?”
Six age bands help you tailor offers without asking for a birth date.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
The default ending is basic, so add a welcome discount or a note about the first update the customer will receive.
Who it’s for
Retailers, service businesses and local shops use this template to welcome new customers and record how they want to hear from you. It is a new customer form for preferences rather than credit or account setup. The answers go straight into your email or CRM lists, sorted by channel and interest.
Why this structure converts
- Customers choose how and how often you contact them, which builds trust from the first message.
- The interests step lets them opt into promotions or events without a long list of checkboxes.
- Age is banded, so the form never feels intrusive.
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Make it yours
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Add consent wording
Add a consent checkbox that matches the channels offered, especially for text messages and phone calls.
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Make interests multi-select
Allow customers to pick several interests so your segments reflect what they want.
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Collect billing details separately
If you need account or billing information, keep it in a separate secure form rather than adding it here.
Send every lead where your team works
Frequently asked questions
What is a new customer information form?
It records a new customer’s details and preferences. This version focuses on communication preferences, and account or billing details can be added as extra steps.
Can I use it in a store?
Yes. Open the hosted link on a tablet at the counter so customers can sign up while they pay.
Where do the details go?
Growform sends them to Mailchimp, Klaviyo, HubSpot or ActiveCampaign, with each preference mapped to a field.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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