How to Create a Multi-Step Form in WordPress [Plugin & Code]

Introduction

A multi-step form splits questions or input fields into multiple steps or pages instead of presenting them all at once. This approach makes long forms less intimidating and easier for users to complete. Want to create high-converting multi-step forms effortlessly? Claspo is the perfect solution! With its user-friendly drag-and-drop builder and advanced customization options, you can design seamless, interactive forms that improve user engagement and boost conversions. Try Claspo today and take your form-building experience to the next level!

Multi-step forms are ideal for registrations, bookings, surveys, and other detailed submissions. Here’s why they’re worth using:

• Enhanced User Engagement: Breaking forms into smaller, manageable parts makes them less overwhelming and keeps users more engaged.
• Improved Usability: Progress indicators guide users and show how much of the form is left, making the process feel shorter and more structured.
• Higher Completion Rates: Users are more likely to finish forms when they’re easier to navigate and don’t feel too long.
• Conditional Logic: Multi-step forms can collect only the information that’s relevant by dynamically adapting based on user inputs.
• Increased Conversions: By reducing user fatigue and creating a seamless experience, multi-step forms can significantly boost submission rates.

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Types of Forms that Convert Better in the Multi-Step Layout

Just like there are best uses for simple, one-step forms, multi-step forms are great for:

1. Signup Forms

A WordPress multi-step registration form creates a user-friendly sign-up process and gathers valuable insights to send personalized newsletters.

2. Lead Generation Forms

Multi-step forms enhance lead generation efforts by collecting detailed information on prospects without overwhelming them. This allows businesses to categorize leads effectively.

3. Surveys and Feedback

Research suggests that 5 to 15 questions are optimal for feedback forms. Grouping questions wisely and splitting the form into small steps makes it easier for users to commit.

4. Pre-Order Forms

Using multi-step forms for pre-orders ensures users validate their information at each step, reducing mistakes and improving data accuracy.

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UX Tips to Make Multi-Step Forms Better at Converting

Progress Indicators

A progress bar or step indicators at the top of the form let users know where they stand and how much more effort is required to finish.

One Step = One Task

Grouping related information into steps ensures clarity. For example, one step might focus on personal details, another on contact information, etc.

Hints and Instructions

Providing clear instructions enhances completion rates. For instance, an address field might include a note like, “Please provide the address where you’d like your items delivered.”

Confirmation and Error Screens

• Confirmation Screens: Reassure users that their form submission was successful. A friendly tone and visual cues like a checkmark reinforce success.
• Error Screens: Should clearly explain what went wrong and provide actionable steps to fix the issue.

Mobile Usability

Forms should be fully responsive, with large buttons for easy tapping and no horizontal scrolling.

How to Create a Multi-Step Form in WordPress (Plugin Method)

Looking to enhance your website’s user experience with powerful popups and forms? Claspo offers an intuitive, no-code solution to create eye-catching, high-converting popups in minutes. Whether you need lead generation, exit-intent forms, or multi-step surveys, Claspo has you covered. Get started with Claspo today and maximize your conversions!

Step 1: Install the Claspo Plugin

1. Create a Claspo account.
2. Go to the WordPress plugin store, search for “Claspo,” and download it.
3. Log in to your WordPress admin panel and navigate to Plugins > Upload.
4. Upload and activate the plugin.
5. Locate the Claspo Script ID and integrate it with your site.

Step 2: Create a New Multi-Step Form

1. Sign in to your Claspo account.
2. Click the New Widget button and select Template Library.
3. Choose Create Multi-Step Form from the template catalog.

Step 3: Design Your Multi-Step Form

1. Customize each step by adding relevant input fields.
2. Replace unnecessary fields with fields that collect valuable data.
3. Use a clear progress indicator to guide users.
4. Personalize form steps by adding merge tags.

Step 4: Adjust Display Rules

1. Enable Exit Intent to display the form when users try to leave the page.
2. Configure targeting rules based on location, behavior, or campaign source.
3. Set triggers such as:
   • Launcher Trigger: A small icon users can click to open the form.
   • HTML Click Trigger: Displays the form when a specific element is clicked.
   • API Trigger: Programmatically controls when and how forms appear.

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Step 5: Integrate with CRM or ESP

Claspo integrates with various email marketing services and CRMs, allowing seamless data collection and lead nurturing.

How to Create a Multi-Step Form in WordPress (Custom Code)

If you prefer coding your multi-step form, follow these steps:

Step 1: Add HTML for the Form Structure

Step 2: Add CSS for Styling

Step 3: Add JavaScript for Navigation

Step 4: Validate and Process Form Data

Use PHP or JavaScript to validate and submit data to a server.

Seamless Claspo Integration for Maximum Lead Capture

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Conclusion

Creating a multi-step form in WordPress enhances user experience by breaking down long forms into manageable sections. Whether you use a plugin like WPForms for a quick setup or custom code for full control, both methods can help improve engagement and conversion rates. By following the steps outlined in this guide, you can efficiently implement a multi-step form tailored to your needs. If you need further assistance in optimizing your WordPress site, feel free to reach out. Boost your conversions effortlessly with Claspo! Create high-converting popups and forms in minutes—no coding required. Try Claspo today and start capturing more leads! 🚀 Happy form building!

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