Want to create a multi step form in WordPress?
Splitting a form into multiple pages helps increase engagement and improve the user experience, all while fighting form fatigue. That means you get more form conversions.
In this article, we’ll show you how to create a multi step (or multi page) form in WordPress.
In This Article
- Step 1: Install a Multi Step Form Builder
- Step 2: Add Page Break Field Into Your Form
- Step 3: Customize the Multi Page Form Progress Bar
- Step 4: Configure Your Form’s Notifications
- Step 5: Customize Your Form’s Confirmations
- Step 6: Add the Multi Step Form to Your WordPress Website
- FAQs on Multi Step Forms
How to Create a Multi Step Form in WordPress
We’ve created a video that explains how to do this so you can follow along:
How do you create a WordPress multi step form with a plugin? If you prefer written instructions, continue reading below.
Step 1: Install a Multi Step Form Builder
The first thing you’ll need to do is install and activate WPForms Pro.
WPForms is the best multi step form builder for WordPress. For more details on how to set up this plugin, see this step-by-step guide on how to install a plugin in WordPress.
Next, go to WPForms » Add New to create a new form.
On the setup screen, name your form and select the template you want to use, depending on the type of form you’re creating.
We’ll choose the simple contact form template.
WPForms will create a simple contact form in the drag and drop builder.
From this form builder area, you can add additional fields to your contact form by dragging them from the left-hand panel to the right-hand panel.
With the simple contact form template, you’ll already have the Name, Email, and Comment or Message form fields.
Click on any of the form fields to make changes. You can also click on a form field and drag it to rearrange the order on your contact form.
Now let’s take a look at how to split your form into multiple parts.
Step 2: Add Page Break Field Into Your Form
Splitting your form into multiple pages is a very user-friendly process with WPForms.
Once you’ve added and customized all the form fields on your form, you need to add the Page Break form field to your site.
Each time you add a Page Break, the form will split and a new page will be created.
To start splitting your form, drag the Page Break form field, found under Fancy Fields, from the left-hand panel to the right-hand panel.
Place the field where you want the form to split.
Do this again if you want to create another page.
WPForms allows you to create as many form pages as you want. You can create 2-step forms and go as high as you need to.
But remember not to overwhelm your users. Only collect the information you need. You can always gather more information later.
Once you’re done, you can add additional form fields to complete your form if you need to.
Step 3: Customize the Multi Page Form Progress Bar
Based on your needs, you might want to show a progress indicator on your form to let users know about the different sections of your form. This way they always know where they’re at on your form and how much they have left to fill out before clicking Submit.
To make things super easy on you, WPForms comes with three different breadcrumb style indicator bars for your multi step forms:
- Connectors: shows a connecting bar and page titles of each part of your multi step form.
- Circles: shows one circle and page title per page on your multi step form.
- Progress Bar: indicates the progress of the form as the user fills it out.
To customize the progress bar and page title of the first page of your multi step form, click on the First Page break section.
A new panel will appear in the preview pane.
From here, you can:
- Choose the type of Progress Indicator you want
- Change the indicator’s color
- Change the page title so users know which part of the form they’re on if you choose the Circles or Connectors option. Otherwise, users will just see a standard progress bar guiding them through the number of steps left on the multi step form.
To customize the next page title and the button taking site visitors to the next page on your form, click on the Page Break section you created when you added the page break to your form.
You can also toggle on the feature that lets you show site visitors a Previous page button. This way they can return to the previous page of your form if they need to.
When you do this, you’ll have the chance to change the text on the button.
Once you’re done creating all of your page breaks and customizing the progress indicator, click Save.
Step 4: Configure Your Form’s Notifications
Configuring notifications for a multi step form is really. Just navigate to the Notifications option from the Settings tab on the left of the form builder.
Here, you can edit the email address and message of the notification.
If you use Smart Tags, you can also send a notification to the user’s email address when they submit a form, letting them know you received it and will be in contact shortly. This assures site visitors their form has gone through properly.
This is especially true where multi page forms in WordPress are concerned. The last thing a site visitor wants to wonder is if the long form they just filled out went through.
For help with this step, check out our documentation on how to set up form notifications in WordPress.
Step 5: Customize Your Form’s Confirmations
Form confirmations are messages that display to site visitors once they submit a form on your website. They let people know that the multi step form they just filled out has been successfully sent and offer you the chance to let the visitors know what the next steps are.
Click on the Settings tab on the left of your form interface, then select Confirmations.
WPForms has three confirmation types to choose from:
- Show Page.
- Go to URL (Redirect).
Just click on the Confirmation Type dropdown and select one of the three options as per your preference.
You can easily edit the success message and inform customers about the next steps.
For help with other confirmation types, see our documentation on setting up form confirmations.
Now you’re ready to add your contact form to your website.
Step 6: Add the Multi Step Form to Your WordPress Website
After you’ve created your multi page form, you need to add it to your WordPress website.
WPForms lets you add your forms to multiple places on your website including your pages, blog posts, and sidebar widgets.
Let’s take a look at the most common placement option: page/post embedding.
To begin, click the Embed button at the top of the form builder.
Next, choose whether you’d like to embed your form on a new page or an existing page.
Finally, publish or update the page.
And there you have it! You now know how to create a multi step form in WordPress and you can start improving your user experience and conversion rate right away.
FAQs on Multi Step Forms
Here are a few commonly asked questions that we receive from readers about multi-step forms.
What Is a Multi Step Form?
A multi step form reduces fatigue for the user filling out the form. When you have a large number of fields in a single long form, users are much more likely to abandon their entries midway.
Sometimes multi step forms are called multi page forms. Either way, it means your form is split into smaller chunks, and it has elements like a progress bar which helps users see that they’re getting closer to finishing the form.
In fact, research shows that having more than 3 form fields on a single page can reduce your conversion rate.
As a real example, we can take WhatIsMyComfortZone.com. After splitting what was once a single-step landing page form into multiple steps, they actually saw 53% of site visitors converted to subscribers.
Here are some more reasons to consider creating a multi step form in WordPress:
- Encourage focus: By grouping similar form questions together, you can break down information into areas of focus for the user.
- Reduce form abandonment: Users will be more likely to complete the information you are requesting when it’s broken down into pages rather than presented as one long form.
- Collect only what you need: You can have a WordPress multi step form with conditional fields using Conditional Logic. Show different pages of the form based on which answers users provide.
Will a Multi Step Form Slow Down My Website?
Multi-step forms created using WPForms are highly responsive and optimized to have no effect on your page speed. As a result, they won’t slow down your website, whether you’re using classic multi-step forms or the more modern multi-page lead forms designed to boost conversions.
However, we can’t guarantee how your page speed will be affected if you’re using contact form plugins other than WPForms.
When Should I Use a Multi Step Form?
You should multi-step forms to shorten the length of a complex form. While there’s no general rule for when it’s ideal to use a multi-step form, it’s a decision that should be made after measuring the performance of your form.
If you have a fairly long form and the abandonment rate is high, then splitting your form into multiple steps should be one of the first things to try.
Which Types of Forms Convert Better in the Multi-Step Layout?
The multi-step layout is excellent for a form that’s long and requires considerable detail from the respondent. Some common types of forms that you may want to consider using the multi-step layout for include job application forms, detailed surveys, checkout forms, and customer support forms.
How Do I Create a Multi-Step Form in Elementor?
The process is very similar! Check out our guide on how to create a multi step form in Elementor.
Next, Check Out Some Multi Step Form Examples
If you’re looking for some multi-page form inspiration, check out this roundup of multi step form examples.
And if you’re looking for more WordPress plugins that make your site easier to use, take a look at these roundups:
- Best FREE WordPress Plugins
- Best Social Media Plugins
- Best Page Builder Plugins
- Best Backup Plugins
- Best No Code Tools
- Best Email Log Plugins
So, what are you waiting for? Get started with the best multi-step form builder for WordPress today.