Progressive profiling is the process of asking your contacts a series of questions over a number of Conversion Forms or Landing Pages from a master list so as not to duplicate your questions.
This allows you to collect information more efficiently and without duplication across interactions with your contacts.
To use progressive profiling you will need to define a set of Contact Fields that are common to all of your contacts, then tell each Conversion Form how many of these ‘Progressive Fields’ you would like it to contain.
First we will need to define the Contact Fields we wish to use.
Step 1. Create Custom Contact Fields
Click on the settings cog in the top right of the Contacts page to create a list of the questions you’d like to ask. This will allow you to drop your questions into Conversion Forms and use them to progressively profile your Contacts over time.
Contact fields allow you to ask questions to help qualify your Contacts and create segments for email broadcasts.
To add a contact field click the ‘Create Contact Field’ button, then name your contact field. You can choose from a range of form elements when creating your contact fields and choose whether to apply the form to a person or their company.
“Does your company provide marketing services?” is a good contender for a position question, whereas “What is your role?” is a person question.
Choosing to ‘Star’ the contact field will add it to the highlighted info at the top of the Contact profile page.
The Contact fields will now be available within the Conversion Form builder for you to use across all of your forms.