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March 22, 2016
Question

Forms: Mixing Visibility Rules with Progressive Profiling

  • March 22, 2016
  • 2 replies
  • 5342 views

Hey Team,

To accommodate the broad audience that we sell/communicate to, I've had to build a form that starts with the initial set of fields:

- name

- email

- prospect type

Based on their type, the form then "branches" out to 7 different paths to collect the information that is unique to each type.

The remaining fields were built in the following hierarchy. I "mapped" 14 progressive fields to the 7 different prospect types using visibility rules.

Tier 1 - Required Field

Tier 2 - Progressive Profiling

Tier 2a - Visibility Rules Enabled for Prospect Types

     - Type 1 = Fields 1-7

     - Type 2 = Fields 8-11

     - Type 3 = Fields 8-11

     - Type 4 = Fields 8-12

     - Type 5 = Fields 8-11, 13, 14

     - Type 6 = Fields 8, 9

     - Type 7 = None

I set the number of blank progressive fields to 2, thinking that the progressive function would would "skip" over the fields not applicable to the respective prospect types. However, this is not the case.

For example, if a prospect identified themselves as Type 6, no progressive fields would display. For a Type 2 prospect, no progressive fields would display. Only by increasing the number of blank progressive fields to 14 could I get any fields to show for Type 5. At that point...my form looked horrendous for all users.

Any way to get around this?

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2 replies

SanfordWhiteman
New Participant
March 23, 2016

I'll post a demo tomorrow showing how this can be done. 

March 23, 2016

Sweet, looking forward to it Sanford.

SanfordWhiteman
New Participant
March 25, 2016

Still gonna do this.  Sorry for the delay.

Grégoire_Miche2
New Participant
March 23, 2016

Hi Eric,

Unfortunately, this will not work, at least not without some JS coding.

-Greg

March 23, 2016

Hi Greg,

Thanks for the tip. Would you be able to explain, in general terms, how the JS would control the paths and progressive fields? I could talk to my developer and see if he could help out.

Thanks,

-Eric

March 23, 2016

Hi Eric,

You will have to write javascript which will be able to read the values for each of the 14 fields for that lead. It would also need to have business logic to hide and unhide respective set of fields based on the 'prospect type' field value.

Rajesh Talele