Multi step/page forms

Migrated from legacy feedback forum with 14 votes.

 

The ability to break forms up into 2-3 steps. Gradually asking for more information would be useful. See Unbounce's feature:
http://support.unbounce.com/entries/20279381-How-to-set-up-a-multi-step-form

 

Their are plenty of studies to suggest that these can increase long form conversions.

 

http://www.surveygizmo.com/survey-blog/increase-conversions-lead-generation-forms/

HubSpot updates
Multi step/page formsHubSpot Product Team
changed to: In Planning
Wednesday

24 Replies
willcurran
Top Contributor

If you do this, definitely should have a form "abandonment" where if someone stops half way through.

jsnstephenson
New Contributor

This feature would be extremely helpful. This is one of the reasons we still use Unbounce. 

derekcavaliero Esteemed Contributor | Diamond Partner
Esteemed Contributor | Diamond Partner

@jsnstephenson @willcurran I'm working on a solution for this kind of functionality. 

 

If you ask HubSpot here are their current "solutions":

 

  1. Create one huge form with smart fields that redirects back to itself (clunky UX).
  2. Create X amount of forms and redirect to new landing pages with each submission (clunky UX and creates unecessary LP clutter).

These really aren't great solutions - making a user reload the page inbetween each submission isn't ideal (especially on slower loading sites). 

 

WebMechanix built a prototype that takes #2 from above but with the following upgrades:

 

  1. Removes the need for refreshing/redirecting to a new page on each step
  2. Adds the capability to go backwards to previous steps
  3. Google Analytics event and virtual pageview tracking built in - (for creating Goal funnels to see abandonment).
  4. Ability to use conditional fields between each form step - (e.g: ask a true/false question on step 1 then show fields in steps 2/3 depending on the answer in step 1).

Here's a blog post about the tool and a short video demo:

https://www.webmechanix.com/tool-hubspot-multi-step-form-generator-dynamic-progressive-forms/

 

We're working on getting this into a working beta - but we need feedback first - would you be willing to fill out our feedback survey at the link above?

jsnstephenson
New Contributor

@derekcavaliero - Yeah, for sure. I'll take a look this morning. 

willcurran
Top Contributor

Ooo this is interesting, so it uses Hubspots forms but just creates a chain? 

derekcavaliero Esteemed Contributor | Diamond Partner
Esteemed Contributor | Diamond Partner

@willcurran yep, and with some bells and whistles for better UX built in. Let me know your thoughts Smiley Very Happy

ndwilliams3
Regular Advisor

was reading a post on Hubspot's blog last week and noticed they are using an awesome new CTA format with an inline multistep form. Love the work. Hubspot, please share! A tutorial wound be awesome. Would love to see this added to the platform.

 

https://blog.hubspot.com/marketing/landing-page-examples-list? 

 

Screen Shot 2018-08-22 at 11.33.34 AM.png

 

 

Samanthamyers
Occasional Contributor

Yes, we despersltey need this to help optimize conversions. At this stgae we're looking at using a tool called LeadFormly then feeding that data into hubspot. 

 

It's a real shame they don't have this feature.

Samanthamyers
Occasional Contributor

hmmm, just stumbled across this multi-step form - it looks like they're using Hubspot. If I look at 'Inspect Element' - it seems to be the same form on both pages too.

 

Anyone have any ideas how this is executed? https://www.namely.com/demo/

derekcavaliero Esteemed Contributor | Diamond Partner
Esteemed Contributor | Diamond Partner

@Samanthamyers 

 

Looks like they built a custom form that posts the data over to HubSpot directly via the API. Building a multi-step form is easy and doable if you have the techinical abilities to build it yourself - but if you want to use the native embeddable forms they don't have a feature yet.

 

@ndwilliams3 I also came across that blog post and new CTA and asked our partner rep about it and they said it was something custom built and isn't planned to be part of the core product :/