Progressive Profiling allows you to efficiently gather more
valuable data from your potential and current customers while simultaneously
boosting form conversion rates. Form conversion rates relate to the
frequency at which recipients open forms compared to the frequency at
which forms are completed and submitted. This is made
possible by creating dynamic fields that are set to cycle and
rotate in order to replace fields that have already been completed
by the same individual returning to the same form. Forms can still
remain at the recommended 4-6 questions while
gaining progressively deeper information about a potential customer as the customer continues to return and submit more
Benefits of Progressive Profiling
Increase form conversion rates by maintaining the lowest
number of fields possible per form
Gain more valuable information about potential leads over
Create fewer forms by housing many dynamic fields on a
Additionally, the technology is present in ROI to choose which fields are progressive and which are not, in the advance settings available when creating or editing an ROI form. The significance of this development allows a returning user to feel more comfortable if one or more of the “basic” fields (such as name or email) remains on a form every time while the others progress.
You will notice a violation error occurs if all fields are marked as progressive when creating the form, as this would open up the possibility of a blank form if a returning user has already filled out every available progressive field. It's also important to remember that the chosen de-duplication field can't be a progressive field. Also note that if you utilize progressive profiling in an ROI form then that form must be hosted on an ROI landing page.
ROI form using progressive profiling:
When adding or editing a form field you will notice a checkbox that indicates the use of progressive profiling in the Field Settings pop-up.
The form example below has a total of seven progressive fields
denoted by the P icon.
The user must select at least one Progressive Profile Count in the advance settings. The count refers to the number of progressive fields that appear per form visit. If a user has seven progressive fields in their form and selects a count of six in the advance setting, then only the first six progressive fields will appear upon the first form visit.
For example, if a recipient selects only one progressive field and submits the form leaving five progressive fields blank, the
next time the recipient visits the form the seventh field will be
available because one progressive field was already completed in the previous
Form submission sequence:
Below is an example of the form in the example above hosted on an ROI landing page.
The form was created with seven progressive fields;
however, the recipient only has access to the first six because the form creator only selected a count of six in the advance settings.
If the recipient selects all progressive fields except the first, then the next time the recipient visits the landing page where the
form is hosted they will only see the progressive fields that were not complete along with the seventh progressive field that was
unavailable in the first form visit because of the count setting of
six in the advance settings.
The recipient will then see the progressive fields that have not been completed when they
visit the form for a second time. In the previous step, only one progressive box out of six was left unchecked. In this example the form will only return the progressive box that was left unchecked and the seventh progressive field that was not visible upon the first submission, along with all fields that are not progressive. If the recipient only fills out the City question on their second visit, but not
the Please tell me about... question, then upon the third visit to the form, the City question will no longer be
visible, but the one incomplete progressive field will appear.
Landing page creation utilizing a ROI from:
Forms that utilize progressive fields must use an ROI landing page to host the form. First, create an ROI landing page and select the desired progressive form by clicking the form icon and searching the desired form name.
Content tab>Landing Pages>Create New Landing Page>Insert Form>Save
Email creation utilizing a ROI landing page:
Highlight the text or click the image in your email that you would like to hyperlink with your ROI lading page. Click the silver chain icon in the tool bar with the desired text or image highlighted simultaneously
Click the landing page/chain icon in the pop-up box located next to the Link URL field. Begin to type in the name of the desired ROI landing page. Choose the landing page and click Update in the pop-up box.
Make sure the the Contact ID is appended to the end of the landing page link URL. Progressive profiling will not work without the Contact ID included in the landing page link URL.
The text or image should now be linked to the landing page where the form is hosted.
Please contact email@example.com with questions.