How to Create A Multi-Step Form In WordPress

Filling up a form is a boring task, especially when the form is too lengthy. But with the use of WordPress, you can create a multi-step form that divides the form into more than one part. This makes the form less boring.

Most forms these days are made following the multi-step format so that people don’t find it boring to fill. In other words, it will help you to improve user participation in your forms.

According to research around 15%, more people are likely to fill-up a multi-step form. If you want to create a multi-step form, then you are in the right place. In this post, we will tell you the steps to create WPForms multi-page form.

Steps To Create A Multi-Step Form In WordPress

If you want to create the best multi-step form WordPress, then you should check out the steps given below. We have explained each of the steps in detail so that you don’t face any complications while completing the steps.

1. Create a new form in WordPress

You have to first download and activate the WPForms plugin

Let’s say you are creating a contact form. You have to first go to WPForms and then select the option Add New and check the available templates.

The next thing you do is name your form and select the Simple Contact Form template.

Create A Multi-Step Form In WordPress

The selected template will open in the drag and drop form builder so that you can edit it as per your requirement.

multi-step form editor

You will find these common fields in the contact form:

  • Name
  • Message
  • Email

If you want, you can also add extra fields or even move the form fields by just dragging them. 

To edit, you have to click on the required form field and then rearrange it in its position.

Read: How to Create Online Donation Form in WordPress?

2. Divide your forms into multiple parts

Once you are done customizing your form, it’s time to add the Page Break to divide your form into multiple pages.

This can be done by dragging the Page Break field to the right panel. After that drop the field on the desired portion of the form to split it.

Page break field

You need to repeat the same steps for all the sections where you want to divide the form into another page. You can customise or add the fields as per your needs.

The good thing about WPForms is that it allows you to add as many fields as you want. But you should not take the form too overwhelming for the participants to fill.

3. Customise the progress bar of your form

By adding a progress bar, you can enhance the flow of your form. This will let participants know how much is left to fill.

You have 3 progress bars available multi-step forms.

https://www.seedprod.com/wp-content/uploads/2020/03/WPForms-Progress-Bar.png

The three progress bar indicators are:

1. Connectors 

2. Circles

3. Progress Bar

Click the option First Page break field to change the title and progress bar of the first page.

Edit progress bar

A new panel will open where you can select the progress type you want. You can also choose the colour of your choice to highlight the progress bar.

choose any one progress bar to show on the page

If you choose the connectors or circle options, then you can also change the page title of your form. This will let participants know where they are in the form.

You can also change the button for the Next Page and text. For this, you have to click on the Page Break section.

Choose-text-for-next-button

WPForms also allows you to add a Previous Page button. You can do so by clicking the toggle to the On position. This will allow users to go to the previous page if they feel the need to do so.

toggle on previous  button

Once you are done with the above steps, click on the Save option and proceed with the next step.

4. Edit the settings of your form

General form settings

In this step, you need to edit the settings of your form.

This can be done from the Settings form where you have to go to General.

In this particular section, you are allowed to change the following things:

  1. Form Name 
  2. Spam Settings
  3. Form Description 
  4. Submit Button Text 
  5. GDPR Features

Once you are done, click on the Save button.

5. Set notifications for your form

To set the notifications of your form, go to the notifications settings. 

Notification settings

You can also use smart tags to let the participants know that they have successfully filled the form and that you have received it.

Once you are done setting your form’s notifications, you can move onto the next step.

6. Set confirmation message for your form

Confirmation messages are used to let the users know that their forms have been submitted. 

WPForms gives you 3 different confirmation messages including:

  1. Message
  2. Go to URL (Redirect)
  3. Show Page

To set your confirmation message, go to Settings and then to Confirmation. Select the type of message you want for your users. 

For this tutorial, we have selected Message.

Confirmation message

You can also customise the message as per your need and then click on the Save button.

7. Add your form to WordPress

Once you have completed all the steps mentioned above, you will be ready to add your form to WordPress.

The good thing is that you can add your form to many areas including the site post, page, sidebar, and others.

To get this done, you need to go to your WordPress admin section and click on the option Pages and then Add New.

After that select the plus icon. Type WPForms in the search field for easy searching.

In this step, you have to click on the WPForms block to add it to your site.

When WPForms shows in your block, select the dropdown arrow to choose your multi-step form from the list and add it to your page.

Then click on the Publish option to publish the page in WordPress and you are done.

Next if you want to add paypal for accepting payments then go here.

FAQs on Multi Step Form in WordPress:

Why do you need a multi-step form?

Breaking down the form in different parts makes it less boring for the participants to fill it. This will cause less psychological friction in them.

Is WordPress good enough for creating online forms?

WordPress is one of the best platforms out there. This is a user-friendly platform that has all the features to help you create online forms.

What is a multi-step form?

It is a long-form that is divided into multiple parts to make it less boring for users to fill it.

Creating a multi-step form in WordPress is an easy task if you follow the steps properly. Now that you know, how to create a multi-page website in WordPress, it should be easier for you to get it done.

Image Credits: wpforms.com

Aakash Patel
About Author:
A Blogger, Full stack developer & Hustler from Gujarat, India. I'm a computer engineer by education and blogger by passion. Here, I share proven strategies to improve blogging, increase traffic and brand awareness. Let's connect on:

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