Progressive profiling displays different form fields to users across multiple form submissions, collecting additional information over time. This guide covers how to set up progressive profiling in Formulayt, including field selection and user identification methods.
Progressive profiling is the process for incrementally gaining additional data on a contact through additional form submissions. Progressive profiling allows form fields to be split across multiple steps. Users will see sequential steps each time they view a gate using this form type.
Important note: Progressive form types are designed to always try to reach end of the progression and will only pause on a step based on field validation. This means:
Steps where the form already has all the required data from the user will be skipped
Each step must have at least one mandatory field or it will be skipped
Once the progression has been completed by the user, all fields are displayed on return visits.
Setting up progressive profiling
To set up progressive profiling in Formulayt:
Navigate to Setup > Form Types
Select the form type you want to make progressive
Find the toggle located on the top right
Choose the number of steps required for your progression
Assigning fields to steps
After enabling progressive profiling:
Assign each field to a specific step in the progression
Fields with no progressive step will always be displayed
Open the field settings by clicking the cog icon, and navigate to the Progressive tab
Select which step of the progression you want the field to appear on
Determine whether the field should be mandatory or optional
Repeat this process for every field you want to add to the progression
Push the form type live when configuration is complete
Testing your progressive form
It is recommended to test progressive forms using incognito mode to prevent pre-population from your marketing automation configuration and to verify the progression works as expected.