[Resolved] Create landing page with multi-step form

[Author]

Posts

[Mario Hernandez]

Hi!

It is very common in marketing to create multi-step forms in landing pages, so that the users have no fear to start giving their data.

I do attach an image to show you the idea.

We need to create a new custom post type called "conversions", and in a special landing page, create a multistep form.

The first one should be a simple low-threat form, and after clicking on "continue", the next page has a second form that will complete the information given on the first page.

I imagine a solution could be to set CRED to generate url-params on the first form and set the second form to "read" those url params and populate hidden fields.

However, I would prefer to create a "complete" solution. I mean, that the info is stored in DB when submitting the first "continue" click, and the second form completes the first submission, creating only ONE post in the "conversions" toolset custom post type.

Please: how can we create a "two-page" form that creates only one post into toolset?

Thank you very much!

Mario

[Luo Yang]

Hello,

There isn't such a built-in feature within Toolset form plugin, but it is already in our feature request list:
https://toolset.com/feature-request/?wpv_post_search=Create+MultiStep+Forms+with+Toolset+Forms&wpv-wpcf-plugins=Forms&wpv_view_count=686737

And currently, there is a workaround with some custom codes, for example
1) First post form for creating post, display parts of fields, after user submit the form, redirect him to the new post
Use Toolset form filter hook "cred_success_redirect" to add some URL parameter
https://toolset.com/documentation/programmer-reference/cred-api/#cred_success_redirect

About the specific URL parameter, you can follow below document to setup the edit form link, test the edit link in your browser, you will get the URL parameter's name and value

2) Second post form for editing the post, display other parts of fields, see our document:
https://toolset.com/documentation/getting-started-with-toolset/publish-content-from-the-front-end/forms-for-editing/

[Mario Hernandez]

Thank you Luo Yang,

Reading you I think: is there a possibility that a user fills a form to create a post but only filling a part of the fields, then clicks on continue, and another form is displayed to EDIT the post created early?

How can this be achieved?

How to protect the post once it has been finished?

Thank you!

Mario

[Luo Yang]

Yes, you are right: clicks on continue, and another form is displayed to EDIT the post created early

As I mentioned above, it needs some custom codes, after user submit the first post form, use filter hook "cred_success_redirect" to redirect him to second edit post form, see my answer above:
https://toolset.com/forums/topic/create-landing-page-with-multi-step-form/#post-1189622

For the question: How to protect the post once it has been finished?
You can add a custom checkbox field, for example "finished", after user submits the last edit post form, set this checkbox field value to 1, in front-end, use [wpv-conditional] shortcode to check if "finished" value is 1, then don't display the post edit form to users.
https://toolset.com/documentation/user-guides/conditional-html-output-in-views/checking-types-fields-and-custom-fields/