Get Data from Incomplete Multi-Step Form

  • Profile Image
    trevorotts
    Asked on April 27, 2020 at 12:21 AM

    My optin form is two step the 1st step I’m just collecting first name, last name, mobile phone and email address

    the 2nd step I’m asking some follow up question that I’m also using keap dynamic tagging based on how they answer

    if they never complete the 2nd step of the option form I still want the information they completed in the first step. How do i make this happen?

    I used the page break feature to make the form multi-step.

    I didn’t use cards because you could only ask one thing per card

  • Profile Image
    Anita_K
    Answered on April 27, 2020 at 06:47 AM

    Hi,

    usually, you won't be able to see incomplete submissions, unless the user submits the form using the "Submit" button.

    However, you could separate the questions into two forms, and let the "Next" button submit the form and redirect the user to the second form. This way you will have access to the data that is entered in the first step, even if the user doesn't complete the second step.

    I went ahead and applied these changes to a clone of your form. You can try it out here.

    If you like it, here are the instructions on how to redirect to a different page on submit:

    https://www.jotform.com/help/38-Redirecting-Users-to-a-Different-Page

    Feel free to further clone the demo form as well.

    I hope this helps, please let us know if you have any further questions.

  • Profile Image
    trevorotts
    Answered on April 27, 2020 at 08:28 AM
    so how do i do which data belongs to which peron on the second form since
    the the data on 2nd form is being submitted separetly are we passing the
    data from the first form in some type of hidder field orf something. which
    also important since ill be saving the those that are fully. complete both
    the 2nd and first to a google sheet... thanks
    ...
  • Profile Image
    Anita_K
    Answered on April 27, 2020 at 10:25 AM

    Hi,

    thank you for clarifying!

    In that case, you could pass the value of one or multiple fields from the first form to the second one for identification purposes. Here is our guide for this.

    I've modified the forms so that the email gets passed over from the first form to the second. Please take a look. (You can, of course, hide the email field on the second form.)

    Alternatively, you could set it up, so that it passes all name, email, and mobile number fields if that makes the workflow easier for you. Or you could have a separate Random Value Generator widget generating value and you can pass that over into a text field.

    So as a summary, for this method you will need to:

    1. Decide on a field you would like to use to identify which entry belongs to which person.

    2. Pre-populate the URL of the second form with the correct field names according to this guide: https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form

    3. Redirect the user upon submission to this pre-populated URL.

    I hope this is helpful, let us know if you need further assistance with this.