.st0{fill:#FFFFFF;}

How to make Multi-Step Forms in WordPress 

 September 25, 2020

By  John Granskou - SEO Digital Marketing Consultant

  • Home
  • /
  • Blog
  • /
  • How to make Multi-Step Forms in WordPress

The Way to Make a Multi-Step Form in WordPress (Without Code)

Wish to make clutter-free, multiple page forms in WordPress that look great and convert well?  Splitting a form into multiple pages helps boost engagement and enhance the user experience, while battling form fatigue so that you get more form conversions.  In this guide, we’ll talk about how you can make a multi-step form in WordPress.

Download and Install WPForms

Why Use a Multi-Step Form on Your Site?

First of all wondering what’s a Multi-Step form? It is simply breaking your form to multiple pages or measures so that it is not one long form.

And, despite adding more steps to your WordPress, employing a multi-step (also called multi-part or multi-page) form in your WordPress site can actually improve your website’s form conversion rate, particularly if the form has over 3 form fields.  WPForms is the best WordPress Form Builder plugin. Get it for free!

In actuality, after dividing what was formerly a single-step landing page form in WordPress into multiple pages, WhatIsMyComfortZone.com really saw that 53 percent of website visitors converted and became prospects, even if the form was broken into several actions.

And, since they asked the very same questions on each form, it made sense that from then on, all long forms could be turned into multi-step forms on their site.

Here are a few more reasons to consider creating a multi-step form in WordPress:

So, let us take a look at how to make a multi-step form in WordPress.  How Can I Create a Multi-Step Form in WordPress?

 

Step 1: Create a Form in WordPress

On the installation screen, name your form and choose the template that you want to use, based on the sort of form you are creating.  WPForms will make a simple contact form from the drag and drop builder.

From this form builder region, you may add extra fields to your own contact form by dragging them in the left hand panel to the right hand panel.  With the easy contact form template, you will have the Name, Mail , and Comment or Message form fields.

Click on any of the form fields to make changes. You may also click on a form field and drag it to rearrange the sequence on your own contact form.

If you want to create something much more complicated than a simple contact form, Have a look at some of the other tutorials they’ve using pre-designed templates which come with WPForms.

These forms have a tendency to be much longer than a simple contact form and will probably require multiple measures to complete if you request plenty of information.

Now let us take a look at how to divide your form into multiple components.

 

Step 2: Split Your Form into Various Parts

As soon as you’ve customized and added all of the form fields in your form, you want to bring the Multi-Page form to your website in order to divide it into different pages.  To do so, drag the Page Break type area, located under Fancy Fields, from the left hand panel to the right hand panel.

Place the field in which you want the form to divide.  Do this anywhere you want your form to divide into another page. From there, you can add extra form fields to complete your form.

WPForms permits you to create as many form pages as you need, but remember not to overwhelm your customers. Only collect the information that you require. You can always collect more information later.

 

Step 3: Customize the Progress Bar

Based on your requirements, you may want to show a progress indicator to let users know about the various sections of your form. This way they always know where they are at in your form and how much they’ve left to fill out before clicking “Submit” based on progress bars.

To make things super easy on you, WPForms includes three distinct breadcrumb style index bars for your multi-step forms.

      • Connectors: indicates a connecting bar and page titles of every portion of your multi-step form.
      • Circles: reveals one page and circle name per page in your multi-step form.
      • Progress Bar: indicates the progress of the form as the user fills it out.

To personalize the progress bar and page name of the first page of your multi-step form, click on the First Page break section.

A new panel will appear in the Form Editor in which you can select which progress bar that you would like to use. It is possible to alter the progress indicator’s color here also.

You can also change the page name so users know which portion of the form they are on in the event that you opt for the Circles or Connectors alternative. Otherwise, users will simply see a normal progress bar directing them through the amount of steps left over the multi-step form.

To personalize the next page name and the button carrying site visitors to another page in your form, click the Page Break section you created when you added the page break to your type.

You can also toggle on the feature that allows you to display site visitors a Previous page . This way they can go back to the previous page of your form if they should.

When you do so, you will have the opportunity to change the button copy also.  As soon as you’re done making all your page breaks and customizing the progress index, click Save.

 

Step 4: Configure Your Form Settings

To begin, visit Settings” General.

Here you can configure the following:

      1. Form Name — Change the name of your form here if you would like.
      2. Form Description — Give your form a description.
      3. Submit Button Text Customize the backup on the submit button.
      4. Spam Prevention — Cease contact form spam using the anti-spam attribute or Google reCAPTCHA.  The anti-spam checkbox is automatically enabled on all new forms.
      5. AJAX Types — Empower AJAX configurations with no page reload.
      6. GDPR Enhancements — you may disable the saving of entry information and user information, such as IP addresses and user agents, in an attempt to follow GDPR requirements.  Take a look at their step-by-step instructions about the best way to add a GDPR arrangement field to your easy contact form.  When you are done, click Save.

Step 5: Configure Your Form’s Notifications

Notifications are a excellent way to send an email each time a form is submitted to your own site.  In actuality, if you don’t disable this feature, whenever someone submits a multi-step form on your website, you’ll find a notification about the entry.

If you use Smart Tags, you may also send a notification to the user’s email address when they submit a form, allowing them to know you received it and will be in contact soon. This guarantees website visitors their form has gone through correctly.

It’s also appreciated in regards to multi-page forms which might have taken a while to fill out. The last thing a website visitor wishes to wonder is if the long form they just filled out went through.

For help with this step, have a look at their documentation on how to install form alarms in WordPress.  Adding to this, if you would like to keep branding across your emails consistently, take a look at this guide on adding a custom header to your email template.

 

Step 6: Customize Your Form’s Confirmations

Form confirmations are messages which display to site visitors as soon as they submit a form on your site. They let people know that their form was processed and provide you the opportunity to let them know exactly what the next steps are.  Again, this is helpful particularly when it comes to long forms on your site.

WPForms has three verification types to choose from:

      • Message. This is the default confirmation type in WPForms. When a site visitor submits a form, a simple message confirmation will appear letting them know their form was processed.
      • Show Page. This affirmation type will take website visitors to a particular web page on your website thanking them for their form entry. For help doing this, check out their guide on redirecting clients to a thank you page. Moreover, make certain to check out their post on creating effective Thank You pages for fostering customer loyalty.
      • Visit URL (Redirect). This option is used if you need to send site visitors to another site.
        Let us see how to set up a simple form confirmation in WPForms so that you may personalize the message website visitors will see when they submit a form on your website.

To start, Click the Confirmation tab in the Form Editor under Settings.  Next, pick the sort of confirmation type you want to create. For example, select Message.  Then, customize the confirmation message to your liking and click on Save. Now you are ready to incorporate your contact form to your site. For help with other verification kinds, see their documentation on setting up form confirmations.

 

Step 7: Insert Your Form to Your Site

When you have established your multi-step form, you want to add it to your WordPress site.

WPForms enables you to add your forms to multiple locations on your site including your own pages, blog posts, and sidebar widgets.

Let us take a look at the most frequent positioning option: page/post embedding.

To start, create a new page or post in WordPress, or go into the update settings on an existing one. After that, click in the first block (the blank area below your page title) and click on the Insert WPForms icon.

Click on the WPForms dropdown and select which one of those forms you have already established that you want to insert into your webpage. Choose the form you just created.  Then, publish your page or post so that your contact form will appear on your site.

Then click on the blue button at the top right that says either Publish or Update, which means that your form will appear on your site.

In Conclusion

And there you have it! You now know how to make a multi-step form in WordPress and you can begin improving your user experience and conversion speed straight away.

Download and Install WPForms

Article by:  John Granskou - SEO Digital Marketing Consultant

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

related posts:


Reach out to us with questions about your Digital Marketing Performance, Marketing Efforts, and Return On Investment: 


IQWaterloo: Your Full Service Digital Marketing, Social Media, Web Design, Reputation Management, PPC & SEO Company

Learn How Your Website, Social Media, SEO, PPC, and Reviews are Performing Online
Get Yours Today By Selecting Your Country

>