Partial Form Submission Guide

Partial Form Submission is a new capability available for Multi-Step Forms in SureContact. When a visitor fills in part of a multi-step form but leaves before completing the final step, SureContact automatically captures and saves the partially filled details as a submission.

This guide explains how to enable Partial Form Submission on a multi-step form and how to review partially submitted entries from your dashboard.

Prerequisites

Before enabling Partial Form Submission, please ensure the following:

1. A Multi-Step Form Is Available

Partial Form Submission only works with Multi-Step forms. Create a new multi-step form, or use an existing one, before continuing. This guide uses an example 3-step multi-step form.

How to Enable Partial Form Submission

1. Log in to Your SureContact Account

• Open your SureContact account and log in with your credentials.

2. Go to Forms

• From the left sidebar of your dashboard, click on Forms.

3. Open or Create a Multi-Step Form

• Click Create Form to build a new form, or click on an existing form to which you want to add partial submission.
• This example uses a form that has been set up with 3 steps.

4. Open Form Settings

• On the form editor page, locate Form Settings in the left panel.
• Click on Form Settings to open its options.

5. Enable Save Partial Submissions

• Scroll down within Form Settings until you see the Save Partial Submissions option.
• Toggle it on to enable partial submission capture for this form.

6. Save Your Changes

• Once enabled, click the Save button in the top right corner of the form editor.

7. Make Sure the Form Is Published

• Go back to your Forms list and confirm that the form is published, since partial submissions are only captured on live, published forms.

Testing Partial Form Submission

1. Perform a Test Submission

• Open the published form and fill in the details on the first step only.
• Close the browser tab without completing the remaining steps.

2. Go to Forms in Your Dashboard

• Navigate back to Forms from your SureContact dashboard.

3. View Submissions

• Under the row action for your form, click View Submission.

4. Review the Partially Submitted Entry

• You will see the partially submitted details listed for your test entry.

5. View Full Details

• Click the View Details option on the right side of the partially submitted contact entry to see the captured information. 

• Here you can see the details of the partial form submission

That’s it! Partial Form Submission is now enabled, and any visitor who partially completes your multi-step form will have their details automatically captured in SureContact.

Need Help?

If you need any assistance, please email [email protected], and our support team will be happy to help you.