Can I create a form that pulls fields from other forms?SOLVE
Aug 7, 2019 11:07 AM
Here's a question for the community. Our company offers several product lines. Each has its own dedicated quote request form, but we also have a generic "Get a Quote" form in the website header. We decided to keep it for user experience reasons, as it's easy to find for those who aren't paying attention, or aren't technically savvy.
The only down side to doing this is that the quote requests we get via that generic form can't easily be tagged by product line, so we can't categorize them correctly.
Logically, there are a couple of ways to deal with this:
1. Do nothing. The total # of "generic" quote requests is about 5-7% of the total. We've been dealing with it, although it means we have to manually review all the submissions when we do performance reporting.
2. Get rid of the generic form option entirely. My fear is that this would be a hurdle that drives away that 5-7% of quotes we've been getting via the "generic quote" form.
3. Figure out a way to enhance the generic form so that it starts out with just a radio button series with each of the main product categories. When someone clicks on their desired category, it either renders all the data from one of my specific quote forms, or it provides links directly to those other pages. The former would be ideal, but the latter is OK if it's substantially simpler to implement.
For reference, my "generic" quote form is at https://masy.com/index.php/request-a-quote/, and one of my product specific quote forms is at https://masy.com/index.php/request-a-quote-for-biostorage-services/
Any tips and tricks on this would be greatly appreciated. I didn't find anything in the forums here, but I may not be using the right language to describe it (not sure).
Solved! Go to Solution.
Aug 20, 2019 11:21 AM
If you have separate pages for these dedicated quote forms, you could also make the "generic" form where the user selects the product via radio buttons, redirect dynamically to the dedicated quote form URL and use the generic form as just an "entry" point to direct them to the proper location.
Doing this would require using the onFormSubmit() callback and dynamically redirecting the user by setting the window.location.href global depending on the users selection to the radio input.
Only downside here is that it requires a redirect, and you could do this same thing via just having different text-links on the page instead of routing it through a web-form (since no other fields would be captured it is kind of pointless).
All that being said, gluing multiple forms together to create an experience like this is "possible" but it requires some heavy customization.