1 Reply Latest reply: Mar 7, 2013 2:46 PM by thetrickster888 RSS

    20 long webforms; how to successfully step a user through them?

    5iveMEDIA Community Member
    5iveMEDIA Mar 7, 2013 10:57 AM

      If you've got a super long reg form (like patient intake) and decide to break it into about 20 sections (meaning 20 forms); what is the best way to step a user through the process without sending them 20 autoresponders with links to the next as well as landing pages that congratulate and do the same? I'd like to cut it down to about 2 e-mails. But how to get them back to where they left off?

      I'm taking in mind that they may need to stop and gather materials; or they most likely be stopped at some point in the process and have to get back to it. 

      Looking for ideas.  It is in a secure "My Account" section. Wondering if there is a web app type feature that would help or if I just need to add some type of menu.

      The problem with a menu is I dn't want to scare off a user by showing them up front that there are 20 forms to fill out.

      Page is here. -- http://premierpainkc.5ivemedia.com/users/client-registration.html

      Template thanks to BCGURUS.com!

        • 1. Re: 20 long webforms; how to successfully step a user through them?
          thetrickster888 Community Member
          thetrickster888 Mar 7, 2013 2:46 PM (in response to 5iveMEDIA)

          It's pretty easy in BC. All you have to do is edit the ACTION attribute on the form that you want to lead to the next page and add/edit the "PageID" url variable in the action attribute. 

           

          So, I'm assuming your form is the "New Customers" form, or form[name="catwebformform16797"].  You'll see the value of the action attribute on this FORM element is: "/FormProcessv2.aspx?WebFormID=40425&OID=14484754&OTYPE=1&EID=0&CID=0&OPTIN=true" 

           

          In that URL you'll notice some URL vars like "OTYPE" and "WebFormID", among others. If you don't see the "PageID" url variable already there (it's not on yours) then you add the "PageID" variable in yourself.  It's case sensitive.

           

          To add a url variable onto a URL like we have above, just precede the variable with an ampersand (&) and then to set that URL variable, just add an "=YOURVALUE" where YOURVALUE in our case will the the url to the next form page.  

           

          So, update your ACTION attribute to: 

           

          "/FormProcessv2.aspx?WebFormID=40425&OID=14484754&OTYPE=1&EID=0&CID=0&OPTIN=true&PageID=/y our-next-form-url.html" 

           

          Now, when users submit the form, they'll be taken to another page with another form and the information will be saved and kept with the same case file that gets submitted to the CRM. 

           

          Read more about multi-step forms and pay attention to the section on Rules to Consider: http://kb.worldsecuresystems.com/kb/splitting-web-form-across-multiple.html#main_Rules_to_ consider