Multi step form

Develop, Build & Integrate CMS Development
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We would like to create a step form, where we need saved data on each step, but HS doesnt provide this tool, only with java script is this possible. What is the best way to go about it?

The link to our site is: https://www.k2view.com

Free Trial CTA is a pop up.

Please help myself and our dev figure a way around this?

Thanks, Maya

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Hi, @mberg38 :waving_hand: Thanks for reaching out. This is likely too broad of a request. My suggestion if you’d like to get specific help from the community is to include more details and all the steps you’ve already taken. For example:

  • Do you already have your pop-up form (the form itself) built out?
  • If so, have you been able to make a successful submission with a simple version or single page version of your form? To test if your API calls are set up correctly?
  • If so, can you add on the additional steps to your pop-up form? Even if they are not working exactly at this point?

If not, I’d get the above done so the community can look at where you are stuck.

Once you have the basics framed out and testable, I’d update this post with:

  • a link
  • a code example of your form
  • any error messages you are getting when making your API request
  • an example request and response (minus your key or token if used) for the Forms API call

You might also consider breaking each point you get stuck at into separate posts, but that is definitely not required :blush:

The community likely cannot give you a fully working solution, as it likely will require more than general customization and possibly some development time. But they can 100% assist with helping you get unstuck on a specific issue.

Thank you and have fun building! — Jaycee

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I’ve built a handful of these before. The details of it can be a bit tricky but the basics were to use an event listener for onFormSubmitted to load your next form using it’s embed code.

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Barry Grennan

Freelance HubSpot CMS Developer

Website | Contact

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Thanks, @BarryGrennan :raising_hands:

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I really like the center pop-up multi-step form that Hubspot is using itself on this page to gather info, and lead to a download. Great little funnel, but it doesn’t appear to be a Hubspot form. Anyone know what tech it is?
Try it out: How to create a complete marketing strategy [data + expert tips]
There is also an expandable pop-up that comes up on the bottom right to reveal a form. I hadn’t seen that option in the Hubspot popup builder, but maybe I just haven’t played enough with it.

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Hey, @BarryGrennan, do you have any thoughts on the example @donrua linked to? Thank you! — Jaycee

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For Creating Multi step form in hubspot either you can customize the CSS and js or another option is to use a third party app like https://formmaker.co.in/

also attaching demo video of this app so you will get an idea how this form works https://www.youtube.com/watch?v=s1fDvrcNJks

for more information contact me on info@ecoweb.ca

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Hi @mberg38 and everyone,

This is now possible in HubSpot and in public beta!

Forms
Multi-Step Forms
August 6, 2024

What is it?

Multi-Step Forms tackles the problem of form abandonment by breaking down longer forms into manageable parts, providing visitors with a sense of accomplishment and encouraging completion.

Why does it matter?

Website visitors are more likely to complete shorter segments of a form than a long, daunting single page. This incremental approach can significantly improve conversion rates.

How does it work?

You will be able to create forms with a single step, add a step, remove a step.

And move fields and moved contents between steps.

Who gets it?

Content Enterprise, Marketing Starter, Marketing Pro, Marketing Enterprise, Marketing+ Pro, Marketing+ Enterprise, Sales Starter, Sales Pro, Sales Enterprise, Service Starter, Service Pro, Service Enterprise

Learn More:
Learn more on the Knowledge Base

You can find the beta here:

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Best regards!

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Hello there, is it safe to use it even if it’s still in beta? I cannot embed the HTML unfortunately (as I read it’s still not possible). What do you suggest intead in the meanwhile? Thanks a lot