Create multi-step

In Ion, you can link multiple forms together to create a multi-step form experience. To do so, create a separate form for each “step”. For a refresher on how to create a form in your ion console, click here. Once each form for each step has been created, follow these instructions:

  1. Navigate to the creative management screen where you plan to utilize your multi-step form
  2. Add pages to your creative for each form step (if necessary)
  3. Open the page editor for the first page where the form will be presented
  4. Place the first step of the form into the form editor. When placing the form, take respondents to the next page where the second step of the form will be located.
  5. Repeat step 4 for the other steps while taking respondents to the subsequent page
  6. On the final step of the form, take respondents to a Thank You page, mark the submission of the form as converted and set up your integration rule (if necessary).

To summarize, you can create multi-step forms by simply stringing your pages together in a single creative and marking the final step as your conversion.  With the steps in place, all information will be captured by Ion and passed on to the next step in the creative. Your Ion console captures the data from each step and can export it all together.  You can even export partial completion data for visitors who do not complete the final step.

Form Setup: Progressive Profiling Forms

The foundation of progressive profiling is creating forms with questions that each build on the previous one. Don’t worry about asking for the same information twice as it will all stay with the respondent’s progressive profile in ion. Simple page rules can be set up to show visitors different forms or specific fields based on user data that was collected in a previous visit.

Before we begin

Progressive profiling in the Ion platform works with “user-scoped” fields which you may learn more about by reviewing the user scope data fields support post here. All fields discussed in this tutorial assume that “user-scoped” data fields are being used.

This post also references showing and hiding content which is discussed in greater detail in the show & hide post here.

“User-scoped” fields can be used to set up two basic types of progressive profiling experiences:

Profile by Form

One option is to set up progressive profiling for an experience that is designed to receive a lot of return visitors. To get started with a return visitor experience:

1. Add a creative with a form which collects basic information
2. Add a rule to the form which saves a unique value into a unique user-scoped data field, runs the desired integration and is marked to re-run the integration.

  • For example:

3. Add a hide condition to your form container when ProfileStep = 1

4. Add a new freestyle form on your page with a show condition when ProfileStep=1

5. Add rule to submit button of new form to save a value of 2 to the ProfileStep field and run your desired integration.

  • For example:

You may add as many form containers as you would like to continue the return visitor progressive profiling experience. The key is saving a new value for the ProfileStep field and setting up your show and hide conditions based on which ProfileStep value is present.

By setting up the ProfileStep field as a user-scoped data field in ion, you could set up either a single creative or all of your creatives within your console to substitute new forms and content based on which ProfileStep value is present for that user.

Profile by Field

Another way to build our a progressive profile of your users would be by field. Instead of swapping out an entire form, you could have all of your fields use scoped as user data. This would allow you to set up a condition to hide that field in any experience the user visits after they have filled it out one time in any of your Ion pages and show a different field instead.

For example, you could use a hide condition to hide the home phone field if you’ve already collected it from that user in one of your experiences and instead show a work phone field so you are able to collect something new.

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