Jump to content

Forms. Allowing users to save progress before submitting

Recommended Posts

Site URL: http://sookio.com/project-brief

Hello 

I want to add a form to our website which captures extensive information from clients before we start working together. 

Because it's going to require a lot of thought and information gathering, it's likely they might start filling it in, then go away and return later or another day to complete it before sending. So they need to be able to save their progress without submitting. 

Is that possible? I get round it at the moment on pages where we capture the initial brief (see link) by also including a Word version to download and email. 

Thanks, 

Sue, Founder, Sookio

Link to comment
  • Replies 2
  • Created
  • Last Reply

Top Posters In This Topic

Top Posters In This Topic

On 9/4/2022 at 7:31 AM, Sue Keogh said:

I want to add a form to our website which captures extensive information from clients before we start working together. 

Because it's going to require a lot of thought and information gathering, it's likely they might start filling it in, then go away and return later or another day to complete it before sending. So they need to be able to save their progress without submitting. 

Instead of using the Form Block for this, I recommend using a third party CRM solution that can help you to not only capture this information, but also automate the next steps of your workflow for potential clients.

There are various third party solutions out there that can either be standalone or be embedded on a Squarespace page, and can ask a few questions then automatically email back the potential client to gather more detailed information if they appear to be an ideal client match. Dubsado is one example for creatives. 

Improve your online store with our extensions.
About: Squarespace Circle Leader since 2017. I value honesty, transparency, appreciation and great design ♥.
Work: Squarespace Developer and founder of SF Digital, building the features Squarespace didn't include™.
Content: Links in my posts may refer to SF Digital products or may be affiliate links.

Buy me a coffee

Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

×
×
  • Create New...

Squarespace Webinars

Free online sessions where you’ll learn the basics and refine your Squarespace skills.

Hire a Designer

Stand out online with the help of an experienced designer or developer.