How do I create a multi-step form?

Anonymous · ‎Nov 28, 2018

Does anyone know if this is possible?

Phil_Vallender · ‎Nov 28, 2018

Hi @Anonymous

Here are some recent discussions on the same topic:

Hope these help.

View solution in original post

CasperOng · ‎Dec 2, 2018

HubSpot forms are designed to be one-page, single-step forms. However, there are two workarounds that may meet your use-case.

Create multiple pages and redirect form submissions to the next step

Using pages in HubSpot (Marketing Hub Basic, Professional, or Enterprise only)

In your HubSpot account, navigate to your landing pages or website pages.
Create one page per step and set up their page URLs. Ensure that the templates used for these page have form modules.
Create a new form with the first set of questions for the first step.

Add this form on your first page and set up a redirect upon a form submission to your second page.
Create a new form with the second set of questions.

Please note: subsequent submissions will only be associated with the same contact if the visitor has cookies enabled. To ensure the subsequent submissions update to the same contact record, include the default Email field for the forms on all steps.

Add this form to your second page and set up a redirect upon a form submission to the next page.
Repeat the steps to create, add, and redirect forms until you've redirected to the final thank you page.

Using external pages

Create one external page per step and set up their page URLs.
Navigate to Marketing > Lead Capture > Forms.
Create a new form with the first set of questions.
Click the Options tab and set up a redirect upon a form submission to your second page.

Embed this form on your first page.
Create a new form with the second set of questions.

Please note: subsequent submissions will only be associated with the same contact if the visitor has cookies enabled. To ensure the subsequent submissions update to the same contact record, include the default Email field for the forms on all steps.

Click the Options tab and set up a redirect upon a form submission to the next page.

Embed this form on your second page.

Repeat the steps to create, redirect, and embed forms until you've redirected to the final thank you page.

Use dependent fields (Marketing Hub Basic, Professional, and Enterprise only)

Use dependent fields to display new fields based on a response to another field. Visitors will remain on the same page, but will see additional fields as they fill out the form depending on their responses.

Please note: you can have one level of depth with your questions; however, you can have multiple dependency rules. For example, if a visitor selects United States as their country, you could display city, state, and zip code as dependent fields. If a visitor selects Canada as their country, you could display city, province, and postcode as dependent fields instead.

View solution in original post

formcrafts · ‎Feb 26, 2022

Anonymous,

As you may have figured out by now - it isn't possible to create native multi-step forms in HubSpot forms right now. If wanted to stick with HubSpot forms no matter what you could create a series of forms and link them via redirects. This is inefficient and not very intuitive.

If you are open to using third-party tools I'd recommend trying out FormCrafts, which has support for native multi-step forms and an excellent HubSpot integration:

https://formcrafts.com/guides/hubspot-forms

(I am the founder of FormCrafts)

MHarvey643 · ‎Mar 15, 2023

Awesome tool. Very easy to use -- well done. Does this collect responses on abandoned forms? (i.g. someone drops off on page 2) Cheers

Anonymous · ‎Feb 26, 2022

No third party tools required search the HubSpot marketplae and there are several HubSpot multi-step form module available that all work natively in HubSpot with no redirecting. Self promoting your products is fine, but please do not use misinformation when doing it.

AChu2 · ‎Jul 5, 2022

Hi, do you know which templates these are? Interested.

wchouwmx · ‎Mar 8, 2019

Our company created a simple, intuitive, easy to use multi-step form creator for HubSpot users. We're rolling it out to beta testers. Check it out and see how this HubSpot multistepform wizard works yourself here.

-With love, Will Chou

nikolasmrg · ‎Jan 31, 2020

Hi @wchouwmx,

Can you please let me know how can I get this tool?

Best,

Nikolas

Anonymous · ‎Mar 2, 2019

We have one pending approval in the market place right now but it works.

https://www.larmahil.com/hubspot-multi-step-form

CasperOng · ‎Dec 2, 2018

HubSpot forms are designed to be one-page, single-step forms. However, there are two workarounds that may meet your use-case.

Create multiple pages and redirect form submissions to the next step

Using pages in HubSpot (Marketing Hub Basic, Professional, or Enterprise only)

In your HubSpot account, navigate to your landing pages or website pages.
Create one page per step and set up their page URLs. Ensure that the templates used for these page have form modules.
Create a new form with the first set of questions for the first step.

Add this form on your first page and set up a redirect upon a form submission to your second page.
Create a new form with the second set of questions.

Please note: subsequent submissions will only be associated with the same contact if the visitor has cookies enabled. To ensure the subsequent submissions update to the same contact record, include the default Email field for the forms on all steps.

Add this form to your second page and set up a redirect upon a form submission to the next page.
Repeat the steps to create, add, and redirect forms until you've redirected to the final thank you page.

Using external pages

Create one external page per step and set up their page URLs.
Navigate to Marketing > Lead Capture > Forms.
Create a new form with the first set of questions.
Click the Options tab and set up a redirect upon a form submission to your second page.

Embed this form on your first page.
Create a new form with the second set of questions.

Please note: subsequent submissions will only be associated with the same contact if the visitor has cookies enabled. To ensure the subsequent submissions update to the same contact record, include the default Email field for the forms on all steps.

Click the Options tab and set up a redirect upon a form submission to the next page.

Embed this form on your second page.

Repeat the steps to create, redirect, and embed forms until you've redirected to the final thank you page.

Use dependent fields (Marketing Hub Basic, Professional, and Enterprise only)

Use dependent fields to display new fields based on a response to another field. Visitors will remain on the same page, but will see additional fields as they fill out the form depending on their responses.

Please note: you can have one level of depth with your questions; however, you can have multiple dependency rules. For example, if a visitor selects United States as their country, you could display city, state, and zip code as dependent fields. If a visitor selects Canada as their country, you could display city, province, and postcode as dependent fields instead.

TomChiangMai · ‎Nov 20, 2020

Thank you for this, CasperOng. Am I correct that the first form field on each page will ask the user to enter their email again? So if the form is three pages long, we will ask them to provide their email three times? Is it impossible to overcome this inelegance?

CasperOng · ‎Nov 20, 2020

Sadly, at the moment, I believe this is the case. However, if they've accepted cookies, this should be auto-filled for them on each page since they filled it in the first page.

benoite · ‎Aug 20, 2019

Is there a way I can add a dynamic query string prepolulating the email address field of the 2nd form with the email I address entered in the first form/page

page1

enter your email address + submit

upon submission redirect to:

page2?email = {{contact.email}}

darshakconcetto · ‎Jan 1, 2020

Hello.

I tried the instructions you asked to follow but it did not work. I tried below

page1

enter your email address + submit

upon submission redirect to:

page2?email = {{contact.email}}

Can you share a screenshot or an example where you implemented this?

Anonymous · ‎Aug 20, 2019

Hi Beniote I don't believe you were directing this question at me, but I just want you to know if your use our Multi-step form from the marketplace you do not need more than 1 page or more than 1 form.

Phil_Vallender · ‎Nov 28, 2018

Hi @Anonymous

Here are some recent discussions on the same topic:

Hope these help.

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