How do I create a multi-step form?

Anonymous · ‎11-28-2018

Does anyone know if this is possible?

Phil_Vallender · ‎11-28-2018

Hi @Anonymous

Here are some recent discussions on the same topic:

Hope these help.

Phil Vallender | Inbound marketing for B2B technology companies

CasperOng · ‎12-02-2018

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.

Phil_Vallender · ‎11-28-2018

Hi @Anonymous

Here are some recent discussions on the same topic:

Hope these help.

CasperOng · ‎12-02-2018

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.

Larmahil · ‎03-02-2019

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

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

wchouwmx · ‎03-08-2019

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.