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In the "before" form address doesn't seem optional in the "after" form address is "optional".

It doesn't really say whether both forms address fields where optional.

The golden rule is the less you ask about the higher conversion. So if one of the changes they did where to make filling out address optional then it's obvious why it converts better.

If both are optional then I would say the "before" version seems almost to be made bad on purpose.

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