Forms

How do I create a multi-step form?

Last updated: April 4, 2018

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
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HubSpot forms are designed to be one-page, single-step forms. However, there are a few methods that can serve as a workaround:

  1. Create multiple pages that redirect to one another
  2. Use dependent fields (Marketing Hub BasicProfessional, and Enterprise only)
  3. Create a single form with progressive profiling that redirects to itself (Marketing Hub Professional and Enterprise only)

Create multiple pages that redirect to one another

  • Create and publish two landing pages.
  • Navigate to your forms:
    • In your HubSpot Marketing Hub Basic, Professional, or Enterprise account, navigate to Contacts > Forms.
    • In your HubSpot CRM or Marketing Hub Starter account, navigate to Lead Capture Forms.
  • Create a new form with the first set of questions.
  • Click the Options tab at the top of the form editor.
  • Under What should happen after a visitor submits this form, select Redirect to another page.
    • In your HubSpot Marketing Hub BasicProfessional, or Enterprise account, select the second landing page in the dropdown, or click the dropdown and click Add external link to paste the URL of the second landing page.
    • In your HubSpot CRM or Marketing Hub Starter account, paste the URL of the second landing page in the Redirect to this URL field.

forms-options-redirect

  • Add or embed the form on your first landing page.
  • Create a new form with the second set of questions.

Please note: because these two forms are separate forms, unless you include the Email field on each form, the additional forms will only be associated with the correct contact if the visitor has cookies enabled. 

  • Click the Options tab at the top of the form editor.
  • Under What should happen after a visitor submits this formselect Display a thank you message if you'd like your contacts to see an inline thank you message, or Redirect to another page if you'd like your contacts to be redirected to another page after completing the multi-step form.
  • Add or embed the form on your second landing page.

You can create more than two landing pages and more than two forms by repeating the steps above and redirecting each form to the next page. It's easiest to create the last-step page first and work backwards.

Use dependent fields (Marketing Hub BasicProfessional, and Enterprise only)

You can 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. This means you can set multiple rules to display different dependent fields for each possible response to the original field. 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.

Create a single form with progressive profiling that redirects to itself (Marketing Hub Professional and Enterprise only)

Please note: this is an advanced option that requires a more in-depth understanding of the HubSpot product. This is only recommended when the form is not likely to be the first form that a contact has filled out, as the time needed to process a new contact is greater than the time between the submission and loading the page for the second time.

  • In your HubSpot Marketing Hub Professional or Enterprise account, navigate to Contacts > Form.
  • Create a new form.
  • Enable progressive profiling for all your fields, and place fields in the Queued progressive fields section. If three of the fields in the form are smart and you have six fields in the queue, when you submit the form for the first time, you will see three new fields. When you submit the second time, you will see the remaining three fields. 

  • Create a checkbox field and do not give it any options:
    • Add this as the last field in the queue. In the Label section, compose a short thank you message.
    • Given this page will continue to redirect to itself as the fields disappear, it is necessary to have some sort of indicator that the form is complete. You may want to include a hyperlink here so the user can click it to navigate away from the page.
  • Navigate to Content > Landing Pages.
  • Create a page and choose a template with a form module.
  • Name the landing page and choose a page URL.
  • Add the form you just created to the page.
  • In the form module editor on the left, select Redirect to another page, then click Redirect to external URL. You'll need to redirect to an external URL because the page you're creating is not yet published and won't be available in the HubSpot pages dropdown menu. 

  • Paste the URL of the page into the dialog box and click OK.
  • Click Publish at the upper right of the content editor.

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