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How do I create a multi-step form?

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Anonymous

Does anyone know if this is possible?

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HubSpot Moderator

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)

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

  • 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.

  • 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.

4 Replies 4
Highlighted
HubSpot Moderator

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)

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

  • 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.

  • 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.

Regular Contributor

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

 

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

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New Contributor | Diamond Partner

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.