Form Conditions change the content shown to your form's visitors based on the information they provide. Conditions dynamically hide or reveal form blocks and sections as contacts fill out your form, improving the user experience by reducing the time and effort needed to complete it.

Example Use Cases

• Ask specific questions or hide irrelevant questions for contacts with particular characteristics (for example, certain lead contacts)
• Display a drop-down for State/Territory/Province when contacts select their geographical location
• Prevent unwanted form submissions by hiding the submit button (see also: How to Suppress Form Submissions)

Getting Started

You'll find form conditions settings in the Design tab of the Forms Composer. Before adding any conditions, you should complete your form's design and make sure all necessary fields are included. To do this:

1. Add all the fields you'd like to gather contact information with into your form
   • This includes any hidden fields you may need
2. Add a Submit button
3. Save the form

Every form condition includes a pair of IF and THEN statements that define your form's behavior. 

Instructions

Step 1: Add a New Form Condition

1. Go to Content > Forms
2. Hover over your form's name and click Edit to open it in the Forms Composer
3. In the Forms Composer, go to the Design tab
4. In the right-hand Settings panel, click Form Conditions 
5. Click Add Rule to create a new rule for your form
6. Enter a Rule Name – if your form has multiple rules, use names to remember the purpose of each 

Step 2: Set an IF Statement

The IF statement defines the behavior or response by form visitors that will activate your form's condition. When a form visitor meets this condition, it will trigger your form to hide or show the field selected in Step 3. You'll need to fill the following fields to create your IF statement: If, State, and Value

Step 3: Set a THEN Statement

Your THEN statement defines how your form dynamically changes when the above IF condition is activated. If your contact's behavior or form response triggers the condition set by your IF statement, the THEN statement tells your form to hide or show another field.

You'll need to set the following components for each THEN statement: Do and Field

Once you have set both IF and THEN statements, click OK to save your new form rule. Click Close to exit the Form Conditions panel.

Special features & options for THEN statements

Dynamic Submit Button

Hide or show the form's submit button to suppress form submissions. For more information on how or why to use this feature, see How to Suppress Form Submissions.

Dynamic Form Sections

Set your condition's logic to hide or show entire form sections. This makes the conditional logic simpler and easier to manage when you have multiple fields to hide or show. Each form section is assigned a number and will appear as Section [no.] in your THEN statement's Field drop-down menu.

Dynamic Content Blocks, Images, and Text

Show specific content blocks, such as Rich Text or Images. This allows for custom messages or images to show on your form based on how your form visitors complete your conditional fields.

Multiple THEN Statements (Advanced)

Use multiple THEN statements to have multiple results occur based on actions defined by your IF statement. Create additional THEN statements for your form condition by clicking AND.

Step 4: Test Your Form Condition

Save your form before testing. You won't be able to test form conditions without saving first.

Test in the Forms Composer (recommended)

• Go to the Review tab in the Forms Composer to preview your form
• Fill out your form fields to see whether it hides or shows conditional fields as expected

Test your live form

• Visit the form where it's been embedded (for example, a landing page accessed via public URL).
• Fill out your form fields to see whether your form dynamically hides or shows fields as defined by your condition rules.

Example Use Case

Create a Single Contact Form for Leads & Customers

This example demonstrates how to use form conditions to create a single dynamic form for both leads and existing customers. This form will hide or show additional fields and questions depending on whether the form visitor is an incoming lead or a current customer.

FAQs

How are Form Conditions different from Progressive Profiling?

Form Conditions:

• Set rules to hide and show form fields or form sections based on a contact's responses at the moment they're completing your form.
• This is useful for collecting only information that is relevant, hiding fields that do not apply to a particular contact or asking certain contacts additional questions.

Progressive Profiling:

• Used for leads and contacts who will be completing a single form multiple times (e.g., for gated content)
• Set rules to limit the number of fields that show each time the contact completes the same form.
• Slowly gather more profile information each time an engaged lead fills out the same form.
• See our user guide on Progressive Profiling for more information.

How do I save a set of Form Conditions to use in future forms?

You can save a set of form conditions by creating a Form Template. Use this template as a starting point for each new form where you'd like to apply the same conditional logic.

How can I hide my form fields when the page loads and show them later?

Do this by creating a condition with a THEN statement set to Show. Your form will automatically hide any field set to Show via a form condition and will reveal the field only when your THEN statement's rule is met.