Save Progress for Multi-Step Forms, Surveys, and Quizzes

Modified on Fri, 31 Jul at 12:29 PM

What's new

Long forms just got a whole lot friendlier. With the new Save Progress feature, respondents can leave a multi-step Form, Survey, or Quiz and return later to continue where they left off. Turn it on with a single toggle — TheraSaaS handles the rest.

Where it's available

A new Save exit confirmation toggle is now available in the Settings tab for:

FormsSurveysQuizzes

When enabled, a respondent's progress is saved automatically if they leave before submitting, so they can resume their submission later.

Key highlights

✓

Automatically saves progress for multi-step Forms, Surveys, and Quizzes

✓

Enable or disable it any time with the Save exit confirmation toggle

✓

Respondents return later and continue where they left off

✓

A resume modal lets respondents continue or start over

✓

The Resume Progress modal matches your existing branding

✓

Fully supported on both desktop and mobile

How it works

1Open the Settings tab
Go to the Settings tab for the Form, Survey, or Quiz you want to update.
2Enable the Save exit confirmation toggle
Switch on Save exit confirmation. Progress saving begins applying to new submissions right away — no other configuration is required.
3Respondents start filling it out
Respondents begin working through your multi-step Form, Survey, or Quiz as they normally would.
4Progress saves automatically if they leave
If a respondent closes the browser, refreshes the page, or navigates away before submitting, their answers are saved automatically.
5They choose how to pick back up
When they return to the same Form, Survey, or Quiz, a Resume Progress modal appears with two options:
- Continue — pick up from where they left off.
- Start Over — discard the saved answers and begin a new submission.

Branding is handled for you

The Resume Progress modal automatically inherits the styling you've already configured, so it never looks bolted on:

The CTA button color inherits your configured footer color.
The text font matches your configured label font.

Notes

Save Progress is available for multi-step Forms, Surveys, and Quizzes.
The feature is controlled by the Save exit confirmation toggle in the Settings tab.
Progress is saved automatically only when the feature is enabled.
The Resume Progress modal is automatically styled to match your Form, Survey, or Quiz branding.
Existing Forms, Surveys, and Quizzes remain unchanged until the feature is explicitly enabled.

Tip

Turn this on for your longest intake forms first — client onboarding, insurance details, and detailed history questionnaires are where drop-off is highest and resuming saves the most re-typing.

Getting the most from it

After enabling the toggle, run through your own form on desktop and mobile, leave partway, then return — this confirms the Resume Progress modal appears and matches your branding before clients see it.

Keep in mind

Single-step Forms, Surveys, and Quizzes aren't covered, and nothing changes on your existing assets until you switch the toggle on for each one individually.