Keep your forms short to drive a higher conversion rate by gathering more prospect information over time. Progressive profiling displays fields based on fields that a prospect completed on previous forms.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To edit forms: | Account Engagement Administrator or Marketing role |
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Open the Forms page.
- In Account Engagement, select Marketing | Forms | Forms.
- In the Lightning app, select Content | Forms.
- Open the form you want to edit, and click Edit form.
- In Step 2 (Fields) of the form wizard, edit the field you want to make conditional.
- On the Progressive tab, select Show this field only if the prospect already has data in the following field(s).
- Add the fields that you want a value for before showing the conditional field.
- Save your changes.
Example Form A displays the Name and Email fields. A prospect submits the form. Form B has Job
Title as a conditional field that is set to display when the prospect has entered values for the
Name and Email fields. If a prospect views Form B before submitting Form A, the Job Title field
isn’t shown.
Repeat the steps for each conditional field.