Contact forms should include no more than four fields per form. Adding additional fields reduces the likelihood a lead will fill out your form and give you their information. To help keep your forms clean, you can add progressive profiling fields to your SharpSpring forms. Progressive profiling fields will only display if the information for the specific field is unknown. If you already have information for the lead, the field will be replaced with a field you have yet to collect. This article will detail how to add progressive profiling fields to a form.
The following user roles can add progressive profiling fields to SharpSpring forms:
- Marketing Managers
- Video Walkthrough: Adding Fields
- Regarding Progressive Profiling Fields
- Adding Progressive Profiling Fields
- Frequently Asked Questions
- Ready to Learn More?
Video Walkthrough: Adding Fields
The following video shows how to add progressive profiling fields to a form.
Regarding Progressive Profiling Fields
For SharpSpring forms, fields above the Progressive Profiling Fields section in the Fields tab will display the first time a lead views and submits the form. Fields below the Progressive Profiling Fields section are queued for display each additional time the lead views the form.
Once the lead submits the information for a specific field, it will be replaced by the next queued field when the visitor views the form in the future. This behavior will continue until the point at which the lead has provided information for all of the form fields. At this time, the form will then display the fields included above the Progressive Profiling Fields section.
Adding Progressive Profiling Fields
To add progressive profiling fields to a SharpSpring form, do the following:
Important: You must have an active tracking code on your website for progressive forms to work.
Note: Form fields must have the Autofill option enabled in order to be replaced by progressive profiling fields.
Frequently Asked Questions
Q. Can I add forms with progressive fields to SharpSpring landing pages?
Q. Can I add the How Did You Hear About Us question to progressive fields?
A. The How Did You Hear About Us question can be added to progressive forms by clicking the checkbox next to Ask How Did You Hear About Us. If this field is added to a form using progressive fields, it will always display.
Q. How do required fields work when a form has progressive fields?
A. Any field that is flagged to be required will only be required when that field displays to the visitor. Required fields that have yet to display to the visitor will not prevent the form from submitting.
Q. Can referral fields be used as progressive profiling fields?
A. Referral fields are unavailable as progressive profiling fields.