How can I set up a two part sign up form, where first submit leads to second with more fields?

Question

My client doesn't want to scare potential subscribers off with a long form.

Is there a way to capture, and save, the name, email and phone of a subscriber and then redirect this user to a form that collects more information (like address, employer etc..)?

I could hide half the form with javascript but this means the first half wouldn't be saved.

I was thinking I could use the redirect field to redirect to a new form but then this information wouldn't be added to the same contact.

I'm using civiCRM with wordpress.

Thanks for your help!

Edit: I am looking to do this without the user having to create an account (with username, password). Just two profile forms that follow on from each other and are saved to the same contact.

Answer 1

To implement this purely in CiviCRM with WordPress:

1. Create a standalone profile form to collect name, email, etc.
2. Create a second profile form to collect other information. If you want it to record an activity, you can set it up as a "Petition" form. If you want it to register the contact for an event, embed it in an event registration page.
3. Back to the first profile, edit and click the "Advanced Settings" tab at the bottom - set the "redirect url" to the public url of the second form.
4. Create a page or post in WP, and click the CiviCRM button to insert a shortcode for the first form.

Note that users must be logged in for Civi to already know who they are on the 2nd form. You have 2 options with this:

1. Users are already logged-in prior to filling the 1st form
2. On the 1st form, (also under "Advanced Settings") you can have Civi create a user account for them.

Answer 2

If you are using Drupal with your CiviCRM install then you can use the Webform CiviCRM Integration module (module; wiki with instructions). You can make it a multiple page form and under Webform > Form Settings > Advanced on the form, there is a checkbox for "Automatically save as draft between pages and when there are validation errors: Automatically save partial submissions when users click the "Next" or "Previous" buttons in a multipage form or when validation errors prevent form submission."

Answer 3

Gravity Forms does this. I believe Arete Imagine has built a Gravity Forms integration plugin for CiviCRM, but I don't think it's seen a public release yet. I also believe they are planning on charging for the plugin. The best way to find out may be to contact them.