How do I create a multi-step form?

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Anonymous
Not applicable

Does anyone know if this is possible?

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Solution
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.

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Solution
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.

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Occasional Contributor

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}}

 

 

 

 

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Top Contributor | Gold Partner

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. 

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New Member

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?

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New Member

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?

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HubSpot Moderator

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.

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Top Contributor | Gold Partner

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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Regular 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.

-With love, Will Chou
Occasional Contributor

Hi @wchouwmx,


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

 

Best, 

Nikolas