I am trying to create the following form:
Step 1: Email capture
Step 2: SMS capture & auto apply 20% discount to Shopify cart
Step 3: Additional info capture
Step 4: Thank you
Here are the specific variables:
- Step 1
- Enter email, submit takes you to next step which is the SMS form
- Exit closes the form into the lower left teaser
- Step 2
- Enter SMS number, submit takes you to next step which is the additional info (name/age) form.
- Submit also auto applies 20% off coupon to Shopify cart
- “No thanks”, closes form into lower left teaser
- Step 3
- Enter name and age, submit goes to thank you page
- No thanks, closes the form
I have a few specific questions:
- How do I get the submit button on step 2 to auto-apply the coupon to their Shopify cart and also go to the next step (Step 3)?
- How do I associate the additional info submitted in step 3 to a single customer record?
- Step 3 asks me to select a “list” for the submit form button, but it doesn’t give me the dropdown to select a list: https://i.imgur.com/0ZLAL5J.png
- How do I get the “No thanks” on the SMS step 2 to still proceed to Step 3? The only way to get the “Show Next Step” option is to choose Action>Submit Form. But if they are choosing to not enter their number, what is it submitting to the list on this step?
Thanks for the help!
Best answer by Taylor Tarpley
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