ModulesOffers

Multistep Form

Renders an optional intro panel with label, heading, description and start button, followed by a multistep form with 3 tabbed steps by default, each step carrying its own tab label, tab name, up to 3 field groups, and previous or next buttons.

Preview of Multistep Form

Pick this over the offer bars and gated content module when the conversion action itself needs to be broken into multiple steps with a visible progress tab bar, rather than a single-step inline form or a plain CTA banner. It requires a connected HubSpot form and works best for longer surveys, applications, or qualification flows where showing step progress reduces drop-off.

Use cases

  • Multi-step qualification quiz
  • Event registration form
  • Product demo request survey
  • Job application flow
  • Lead qualification questionnaire
  • Onboarding intake form

Where it fits

  • Included with: Free
  • Page sections: Form, Steps, Cta

Editable fields

Content tab

FieldTypeNotes
IDTextAssign a ID to the module.
ClassTextAssign a CLASS to the module.
Show Intro OverlayBooleanThis is the overlay that will be displayed to the user when they first visit the page. It will be displayed on top of the form and will be removed when the user clicks the button.
FormFormA hidden form that will be not be displayed to the user. This is used be used to collect information from the steps, and send it to HubSpot. Each field in the form must match a field on the HubSpot form by using the form_property field property.
Exit Intent Form SubmissionBooleanEnabling this allows for automatic form submission when a user intends to leave the page, as long as an email was entered.

Intro Overlay › Content

FieldTypeNotes
LabelText
HeadingText
DescriptionRich text
Button TextText

Steps Repeats: min 2, default 3. The steps that will be displayed to the user. Each step can have multiple fields.

FieldTypeNotes
LabelTextThe name of the step. This will appear below the progress bar.
NameTextThe name of the step. This will appear below the progress bar.

Steps › Field Group Repeats: default 3. A group of fields. You can have up to 3 fields in a group.

FieldTypeNotes
Top MarginNumber

Steps › Field Group › Field Repeats: min 1, max 3, default 1.

FieldTypeNotes
Field TypeChoiceThe type of field that will be displayed to the user. 9 options, including Text, Email, Phone number.
LabelTextThe label that will be displayed to the user.
Form PropertyTextFor all values except 'none', this must match a corresponding field on the HubSpot Form. If the value is 'none', it will act as an identifier to be used in conditional logics.
DescriptionRich textThe description that will be displayed to the user. This will appear below the field label.
PlaceholderTextThe placeholder text that will be displayed in the field. This will disappear on focus.
Default ValueTextThe default value of the field. This will be pre-filled in the form.
CheckedBooleanThe checkbox will be checked default.
RequiredBooleanMake this field required.
HiddenBoolean
Conditional LogicBoolean
If this fieldChoiceOptions: is equal to, is not equal to, is greater than, is less than, is empty, is not empty.
valueTextMultiple values can be specified by separating each with a comma (e.g. value1, value2). Each value corresponds to the respective property below.
then showTextThe form property to show. Multiple properties can be specified by separating each with a comma (e.g. name1,name2).

Steps › Field Group › Field › Choices Repeats: min 1, default 6. The choices that will be displayed to the user.

FieldTypeNotes
TextTextThe text that will be displayed to the user.
ValueTextThe value of the choice. This is what is sent to the form.

Steps › Buttons The text that will be displayed on the previous and next buttons.

FieldTypeNotes
PreviousTextNot shown on the first step.
NextText

Style tab

Change log

VersionChange
1.1.1Fixed issue with validation
1.1.0Accessibility improvements
1.0.6Added support for multiple conditional fields
1.0.5Added support for hidden fields
1.0.4Added field property value to rich text to allow for conditional logic
1.0.3Added support for number fields and international phone numbers
1.0.2Fixed issue with Radio buttons not working.
1.0.1Fixed issue with Enter submitting the form
1.0.0Module Added