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Multi-step / passing form data to a thank you page...

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Hello! I'm trying to think through some options on how to collect two sets of info during two steps. Details below.I am ultimately trying to get a user to upload a document during the lead gen phase but asking for it up front will reduce conversion because the user may not have it on hand or want to share it right away. Therefor, I want to collect some high level important info then ask for the doc which will help us give the user a more detailed answer to why they are submitting the lead.A few options that would work...

  1. The initial form asks for the basic info, the lead is recorded and sent to Mailchimp. User is then redirected to a thank you page where there is a request to upload a document. If they do upload, the document is attached to the originally submitted lead and stored in mailchimp. If not, we can reach out to the user to ask for the document via email.
  2. The same as #1 but on the thank you page, we request that they create an account on the site where they can then upload the document to their profile and we can communicate with them on the site. What kind of plugin would be needed for the user profile and the ability for them to upload the doc to their profile and for us to see it?
  3. A 2-step form on the website where after the 1st step the lead is recorded and if they upload the doc on the 2nd step it is attached to the 1st step lead submit. Concern here is that I cannot add a conversion/retargeting pixel to record if they finished step 1 and either target or exclude those users for marketing since not every user will submit step 2. Or can I via java or something? Not idea since I can't use a page to include or exclude.

Theme being used is Kallyas from Themeforest (won't allow be to post a link)

Please help! : )

Option 2 seems to be the easiest way to get things done for me. You'd need to pick up the registration add-on. You can format the redirect URL to take some of the information from the initial form using parameters and have that automatically fill out some of the registration/profile form. When publishing the registration form you can choose to "hide" fields by using the fields parameter and only including those that you would like to show. So you would have the form on a "registration" page and then you can create a view and put that onto a page and that would be their profile. In the profile view you would be able to link to an edit entry on a different page where the form is published and all the fields of the registration form are shown. You could add a secondary form that is the upload field only or try and integrate it into your registration form. I don't recommend hooking into "user" account forms, but it can be done.

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