Native multi step form within Marketo

[Sant_Singh_Rath]

Currently, Marketo forms are limited to single-page layouts. If we want to create a multi-step form (where users can complete one section, then click “Next” to proceed to another), it requires custom code or third-party tools.

A native multi-step form feature would be really useful because:

• It improves user experience by reducing form fatigue. Instead of seeing a long list of fields at once, users can progress step by step.

• It often increases completion rates, since breaking questions into smaller chunks feels easier to complete.

• It makes it possible to collect more data without overwhelming prospects.

• It keeps the form design consistent and aligned with Marketo’s existing functionality, instead of relying on workarounds.

I’d love to hear if others have faced the same challenge and whether this would be a valuable addition for you as well.

[Sant_Singh_Rath]

I want to acknowledge that Marketo forms are already more powerful than most other form builders in terms of features. However, a native multi-step option is really the need of the hour. At our organization, we’ve tested multi-step forms in digital campaigns, and they consistently deliver better performance.

[Chris_Willis1]

We do have some of this functionality within the Dynamic Chat enabled "Conversational Forms" - but this admittingly is different than the multi-step form use case.  

[Jo_Pitts1]

@Sant_Singh_Rath ,

Firstly, I fundamentally agree with your premise.

In these situations I've used a third party multi step form library, collected the data, and then pushed it all into a hidden Marketo form and submitted.

Somewhere in the back of my mind, I'm sure @SanfordWhiteman has done something about this using field groups, and some custom JS to present each field group one after the other.  If I'm wrong, then I might play with that myself 🙂

[Sant_Singh_Rath]

Thanks @Jo_Pitts1 .I’ve also recently built a two-step form using Marketo forms directly, without any third-party tools. If you’re exploring a similar solution, I’d be happy to connect and share more details.

[SanfordWhiteman]

Indeed, I call it the Fieldset-at-a-Time (FsaaT) method and there’s a blog post and some demos out there. The JS can be even tighter now than a few years ago due to browser built-ins, it’s really quite easy.

If you don’t care about giving somebody a Back button, just use multiple forms. The user doesn’t know or care if it’s forms or fieldsets. Using forms means you can actually submit the form when they click Next, so you get partial form completion even if they abandon.

[Sant_Singh_Rath]

Thanks Sir @SanfordWhiteman. I’ve been following you since I began working with Marketo, and I really appreciate how your insights have helped me think beyond the usual solutions.

[Disha_Goyal6]

Hi @Sant_Singh_Rath, its an amazing feature if Marketo can add. For multiple clients, I have created this feature using fieldset.