Another day, another awesome Pardot feature enhancement! Continuing our focus on making our content-building tools the best out there, we’ve added the ability to set up form field dependencies right in the form builder.

This is easiest to understand with a quick example: let’s say you want to ask a prospect about their geographic information (country/state/zip), and you get a good mix of domestic (United States) and international traffic. Every savvy marketer knows that fewer form fields mean a higher conversion rate, so we only want to ask the prospect for their state and zip if they indicate they’re located in the U.S. Furthermore, since our lead routing in the U.S. is based on that information, we need it to be required, but for international prospects we’d like to ignore it.

The new dependent form field options in the Pardot form builder make this a cinch to accomplish. Start by adding the “Country” field, then select the “Dependent” section in the field configuration dialog and have it only display the “State” and “Zip Code” fields when “United States” is chosen.

Dependent Form Fields

Want to show a “Territory” field when “Canada” is selected? Not a problem either – a field can have multiple mutually exclusive dependencies!

Note:

To make things a little more clear, we have renamed what were previously called Conditional Fields to Progressive Profiling and put those settings on their own tab.

Progressive Profiling Settings

Adam Blitzer

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6 responses to Dependent Form Fields in the Form Builder

  1. Thanks! This, and the “Jump to Step” action in drip programs were both killer additions.

    – Jesse

  2. I wish that you could specify the values for the dependent field. For example, we map US states, Canadian provinces and Australian territories to the state field. There doesn’t appear to be a way to specify which set of state values you would like to appear. Strange, considering the form builder allows you to prefill the state field with US states, Canadian provinces, both, or countries (??).

    I would love to be able to show a different set of state values based on country.

    • Ah — we added something that allows something similar, but unfortunately not exactly what you are asking for. You would still need three fields: state, province, and territory. Then you could set up your Country field to show State if USA is selected, Province if Canada is selected, and Territory if Australia is selected. The problem there is that you’d essentially have three state fields.

      I think we’ll need to add a feature to accomplish what you are looking to do (do it all in one field but dynamically change the values available). We’ll keep you posted!

  3. Really like this feature and we have used it already.

    One thing though. What is required on the user end for this to work?

    The reason I ask is we have had a couple of submissions where the dependent fields are missing – I presume they have something disabled or are using an old browser that doesn’t allow the fields to show.

    Would be good to know what is required so we can advise.

    Thanks