How to do a 2-step form that captures email and then a phone number

To set up a two-step form that collects the user’s email address on the first page, and their phone number on the second, follow these steps.

First, create a widget that has a form with an email address field on the main page. The form can be styled however you’d like.

Set the form to show Extra Page 1 after it’s submitted

Copy your design settings from the main page to Extra Page 1.

Now hide the Email field on Extra Page 1, and set it to use the “boxiid” merge tag.

Add the Phone field to the form.

Set the form to show the Thank You page when the user submits their info so you can show them a success message.

Be sure to add an integration to the box. We recommend not making the phone field required, both on the box itself, and in your ESP or CRM. Some users may be comfortable giving you their email address, but not their number, and it’s better to capture the email address than no info at all.

Your two-step box is now ready to go!

NOTE: You can invert this setup by putting the Phone field on the main page, and the email field on Extra Page 1. The rest of the steps would be the same.

If you have any questions about setting this up, send us an email and we’ll be glad to help!