Capture Contacts Before a Survey Is Finished

Many people abandon long surveys. Create Contact on Partial Submission saves their details as soon as they pass the first slide, so you still have a lead.

Turn it on

1. Go to Sites > Surveys and open a survey in the builder.
2. Click Options.
3. Switch on Create Contact on Partial Submission.
4. Put name, email and phone on the very first slide.
5. Save and preview.

When the respondent fills in slide one and clicks Next, a contact is created immediately, before the survey is complete.

Using it with logic

It works with slide jump rules, with a couple of limits:

• If logic jumps straight to the last slide, no partial contact is created, because the last slide counts as the final submission.
• If logic jumps to the second-to-last slide, the contact is not updated until the final submit.

Safest setup: keep the contact fields on slide one and avoid skipping the first slides.

Surveys with payments

Partial capture stays on when a payment element is used, so you keep the contact even if payment is not completed.

Follow up

Use a Workflow to tag partial contacts or send a gentle reminder to finish.

Good to know: Ask only for essentials on slide one; each extra field reduces the number of people who reach "Next".