Multi page form

```mediawiki Navigation: Main_Page > Forms > Multi-page form

[Video] How do I create a multi-page form?

Introduction

A multi-page form in ActiveCampaign is a powerful feature that allows you to collect more comprehensive information from your contacts and leads by breaking down a form into multiple pages. This approach enhances user experience by preventing a long, overwhelming single-page form and encourages completion by allowing step-by-step data entry.

Creating a multi-page form is particularly useful when seeking detailed insights, such as product interests or additional contact information, without overwhelming users at the outset. By structuring your forms across multiple pages, you can effectively guide users through the submission process.

How to Access This Feature

To utilize the multi-page form feature, you must first ensure that you have two separate forms created within your ActiveCampaign account. To get started, navigate to the Forms section of your ActiveCampaign dashboard where you can create and manage your forms.

Step-by-Step Instructions

Here is a detailed guide on how to create a multi-page form:

1. **Create Two Separate Forms**:

  - The first form can be any type of form available (note that Lite customers can only use inline forms). This first form generally collects essential information like name and email address.
  - The second form must be an inline form, used for gathering more detailed information, such as birthdate and product interest. Remember, the Email Address field is required in both forms.

1. **Locate and Copy the Publish URL for the Second Form**:

  1. From the Forms overview page, click the Edit button for the second form.
  2. Click the Integrate button at the top right of the page.
  3. Select the Link tab.
  4. Copy the link provided in this section.
  5. Click the Save and exit button.

1. **Link the Forms Together**:

  1. Go back to the Forms overview page and click the Edit button for the first form.
  2. Click on the Options tab on the right side of your screen.
  3. In the On Submit section, select the dropdown next to Show Thank You and click the Open URL option.
  4. Paste the previously copied link for the second form into the URL field provided.

Configuration Options and Settings

Here are the key configuration elements to keep in mind when working with multi-page forms:

- Email Address Field: This field is automatically added to both forms and is required. You cannot remove this field, ensuring that you capture the contact's email address with each submission.

Auto-Fill a Contact's Email Address

To enhance user experience, you can enable auto-fill for the email address on the second form, preventing contacts from needing to re-enter their email. Here's how:

1. Copy this URL parameter: ?email=%EMAIL% 2. Click the Edit button for the first form again. 3. Go to the Options tab. 4. Append the URL parameter to the URL in the URL field. The final URL should look like:

  https://myactivecampaignaccount.activehosted.com/f/28?email=%EMAIL%

By following these steps, you ensure that the email address entered in the first form is automatically filled in on the second form, streamlining the submission process.

Best Practices and Tips

- **Test your Setup**: After building your multi-page form, conduct a few tests to verify that the first form properly redirects to the second and that the email auto-fill function works correctly. - **User Engagement**: Consider using questions on the first form that have high relevance to your contacts to maximize the likelihood they'll proceed to the second form. - **Mobile Optimization**: Ensure that your forms are easy to navigate on mobile devices, as many contacts may complete forms on their phones.

Common Use Cases

- **Surveys and Feedback**: Use multi-page forms to gather customer feedback or market research, with different pages focusing on specific areas of inquiry. - **Event Registrations**: Collect initial contact details on the first page and gather additional information such as preferences or dietary restrictions on the second page. - **Product Interest Surveys**: Use the first page to capture basic information and the second page to delve deeper into specific product interests and preferences.

Troubleshooting

- If the second form link does not work, ensure that you have correctly copied and pasted the entire URL. - Make sure that both forms have the required email address fields set up. - If the auto-fill feature is not functioning, double-check that you have correctly appended the URL parameter.

FAQ

Q1: Can I use any form type for the first form in a multi-page setup? A1: Yes, the first form can be any type while the second form needs to be an inline form.

Q2: Are both forms required to have an email address field? A2: Yes, the email address field is required on both forms and cannot be removed.

Q3: How can I test if my multi-page form works correctly? A3: After setting up your forms, you can fill out the first form to see if it redirects you to the second form as intended.

Q4: What happens if a contact closes the form before completing both pages? A4: If the form is closed without submission, no information will be captured.

Q5: Can I change the link for the second form after setting it up? A5: Yes, you can edit the link at any time by following the same steps to modify the Submit action for the first form.

Q6: Is there a limit to how many forms I can create for multi-page setups? A6: You can create multiple forms, but each setup typically requires two connected forms to create a multi-page experience.

Q7: Can I customize the look of both forms? A7: Yes, both forms can be customized in terms of design and content to fit your branding and purpose.

This concludes the guide to creating a multi-page form in ActiveCampaign. For additional information on related features, refer to the Forms category in the Help Center. ```