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James_Glavin
James_Glavin
New Participant
December 3, 2015
Solved

Forms - selecting a limited number of options

  • December 3, 2015
  • 2 replies
  • 5948 views

Hi there,

Has anyone found a way of setting up a form and having a multiple choice question which allows the lead to choose a limited number of options? i.e. Here's a list of 10 things, choose three.

Any ideas how this could work?

Thanks,


James

Best answer by SanfordWhiteman

Of course!

I'd say the 2 interpretations of "maximum number of choices" are would be [a] disable remaining checkboxes if they have the max checked or [b] let them keep re-selecting past 3 and automatically unselect the -- first? last? -- one they checked.  [a] is less surprising behavior IMO.


Demo here: MktoForms2 :: Checkboxes Max Checked

Related (but not completely congruent) discussion here: https://nation.marketo.com/message/107000#comment-107000

2 replies

M
Mrigesh_Gaurav
New Participant
March 30, 2016

Were you able to find a solution for this? We also have a similar requirement where we want users to only be able to select their top 3 choices from many options. Tried searching for @Sanford Whiteman​s solution but no luck so far.

Any help would be really great.

Thanks,

Mrig

SanfordWhiteman
SanfordWhiteman
New Participant
March 30, 2016

I can find it for you later.  To be clear about the UX, you want people to select 3 choices, but what happens if they try to click a 4th?  (Recommendation: you disable the remaining checkboxes then they have reached their max.)

Robb_Barrett
Robb_Barrett
New Participant
March 30, 2016

Does it allow them to uncheck a box and make a different selection?

Robb Barrett
Josh_Hill13
Josh_Hill13
New Participant
December 3, 2015

Do you want it to do something special?

You can def do a set of checkboxes, but you may need to do more javascript if you want it to do 3 only. Use SurveyMonkey instead.

James_Glavin
James_GlavinAuthor
New Participant
December 3, 2015

Depends what you mean by special

We do want to use the answers they choose in sales alerts and other campaigns, so I'd love to keep it within Marketo if possible.

Josh_Hill13
Josh_Hill13
New Participant
December 3, 2015

Well, SM integration would keep it in Marketo, but it's expensive.

You would need a field for every single response in this case. You could do a multi select too I suppose, but I don't like using those in Marketo because it ends up as a single text with semi-colon separator. Gets messy.

You will still need javascript to control how many boxes they are allowed to check.

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