Progressive Profiling - Newfangled Progressive Profiling - Newfangled

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Newfangled Documentation

Progressive Profiling

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Progressive Profiling

Normally, when building a form in WordPress, certain fields (such as email) are always required.

The Progressive Profiling plugin takes this a step further by detecting if the user has already filled out those required fields on another form and then dynamically making additional fields required every time they fill out a different form on the site.

For each subsequent form, 2 or 3 additional fields will be set as ‘required’ until the entire ‘profile’ has been completed. You can edit how many fields are required in WordPress under Settings > Newfangled Progressive Profiling.

The master list of Progressive Profile fields is also managed in WordPress under Settings > Newfangled Progressive Profiling. This is a master list that applies to all forms on the site. For instance, if the field ‘Company’ is designated as a progressive profile field, all forms that have the field ‘Company’ will treat it as a progressive profile field, making it required if all the other fields leading up to it have been supplied by the user. This means that when adding a new form, if you simply duplicate an existing form that already has all the profile fields, no further action is needed – they’ll inherit the master profile list.

Note: When adding new Progressive Profile fields, make sure that any Dropdown fields have a ‘blank’ value as the default value. Otherwise, these fields might be hidden to the user and the first (default) value submitted inadvertently.

 

Note: The progressive profiling system is cookie-based, so clearing your cookies will ‘reset’ you back to the beginning to facilitate testing.

 

Note: When you rename a form field’s label, or add a new form field, you’ll need to update the Progressive Profiling master fieldset under Settings > Newfangled Progressive Profiling. Make sure that fields appearing on multiple forms have the same label. Otherwise, the progressive profiling engine will treat them as two separate fields.