Progressive profiling

General Discussion
1

In my experience the intention of progressive profiling is to only show a fixed number of fields on a form to increase conversion rate but progressively collect more info from the user each time they visit a form. I can’t figure out how that’s possible in Mautic.

Ideally I would build a form with 20 fields and only show 3 of them per visit. Once the user fills in fields 1, 2 & 3 on the first form-fill (email being field 1) then the next time they visit that form it would show fields 1, 4 & 5 (but not 6 through 20).

Each time they complete two more fields the next two would show cycling though 6-20 until they were all completed.

Is there any way to accomplish this behavior?

2

This is exactly how Mautic forms work. Check again where each field is able to be listed as progressive and when to show the field.

3

Thanks for the reply @dbhurley. I may need a little more info though as I can’t figure out, using the features available, how to make this work. Here’s what I’ve done so far:

  1. I created 10 custom fields.
  2. I created a new form
  3. I added the email field and set all properties to normal
  4. I added first name & last name and set “Show When Value Exists” behavior to NO
  5. Next I add my 10 custom fields for each of those set “Show When Value Exists” behavior to NO

When a user loads that form the first time it shows all 13 fields. I would like it to only show three fields each time a user loads the form.
Something like…
Load #1 they would see and fill in email, first name, last name
Load #2 they would still see email but would fill in CustomField#1 and CustomField#2
Load #3 they would still see email but would fill in CustomField#3 and CustomField#4
Each time they load the form they would get two new fields until all 13 we completed.

Am I missing a feature somewhere? I have more experience in Hubspot so I could be approaching this with the wrong lens.

4

I think I may have spotted the disconnect but I’m still not sure how to resolve the issue. Right now, if I have three Assets, each with their own landing and conversion page in Wordpress, it seems I would need to build three forms; one for each asset.

Form 1, on landing page 1, when completed would forward you to conversion page 1 where a user could click a button to download asset 1.

The way I have it setup right now is form 2, would reside on landing page 2 and take you to conversion page 2 to download asset 2.

If I can use the same form on all three landing pages and somehow that forms becomes aware enough to send me to the right conversion page then I think I understand how Mautic’s progressive profiling would work.

Any help?