Progressive profiling is a technic that allows to collect contact's information step by step. This avoid to have long form that could bother contacts. Your form will be short so it will be better to increase your conversion rate.
With progressive profiling, you can qualify gradually but surely your leads. A contact will submit a form with some data, then he could be ask to submit this same form another time with new informations.
With Webmecanik Automation, you can easily use progressive profiling to collect information over a period of time.
How to use progressive profiling with Webmecanik Automation ?
Let's take an example:
- Contact submit a first time your form with these data : email, first name and last name,
- Then he submits a second time the same form but this time, we only ask him his company,
- Finally, he submits a third time but we ask him his contact's details.
Let's start :
Progressive profiling is based on a waiting line, you configure the number of filed you want to display and fields will be displayed when the previous ones are filled and hidden.
- Go in "Forms" menu create or edit a form
- Like we saw, the first information to gather are email, firstname and name.
- We want to display 3 fields for a start. Set the number of Maximum fields displayed at a time to 3
- Add all the other fields, in our example, we add the email, firstname, name, company, address, zipcode and city fields.
- When creating your field configure the behavior tab like this :
Display When the value exist : Put on NO. It's the value that allow field to be hidden once the value is recorded.
Auto-fill value : Put it on Yes or No if you want to display known information or not. If this option is set to yes, fields with known value will be hidden direclty before the form submission.
Auto-fill got another value : it allows to make progressive profiling between different forms. As data are already known if the contact is identified, the known field will be hidden whatever form you use.
Warning : auto-fill only works if you form field is linked to a contact field and not a company field
Once your field are created, save your form and integrate it in a landing page or on your website
You will see that only the 3 first field are displayed in the form
After you completed the field for the first time, the field Firstname and Name will be hidden, letting the place to the 2 following ones. The Email field is still visible because we choose to keep it that way
It's a waiting list system, if you hide a field it's the following on the list that will display. The list order is defined by the order of the fields in the form. The first at the top, the last at the bottom.
To always display the Email field, use the "Always display" option in the behavior tab of a field.
Note A field set as always display will keep its position in the waiting line, So if you want it to be at the top or at he bottom of your form, place it like that in the field list.
If the contact submit once again the form the last 2 fields will be displayed
You will collect data from your contact step by step without having to show them a very big form in one time.
Note : The contact must be on the same cookie session to be identifed, progressive profiling can't work if cookies are purged between submissions