Progressive Form Substitution... With a Twist
Marketing would like to create a 3-step process to get someone to register for a demo. Here's a simple outline.
Step 1:
Email Address
Step 2:
First Name
Last Name
Solution Interest
Step 3 - depends on the answer to Solution Interest above:
Interest1:
- Company Name
- Current Tool
- Timeline
- Team count
OR
Interest2:
- Company Name
- Number of Agents
- Digital Channel
OR
Interest3:
- Company Name
- Primary community
- Number of customers
- Timeline
You can see that steps 1 and 2 are straightforward. Step 3 shows some common and some different fields depending on the answer to "Solution Interest" in Step 2. For Step 3, I was originally thinking that I could just set up using visibility rules on the third form but there are some fields in common between the various options and for any given option, the fields in that area need to be required but you run into challenges if a required field is hidden.
@SanfordWhiteman has this neat code that allows multiple forms to be strung together: Marketo Forms2:: Progress Form Substitution but it doesn't quite get me there as I think that Step 3 needs to be a different form based on the answer to the Solution Interest question in Step 2.
Clearly I'm looking for the least amount of Javascript coding. Thinking that Sandford's code is a good start but wondering if there is an easy way to change out the third form based on the Solution Interest field after the second form?
Suggestions are appreciated!
Thanks,
Sheila