Your Comprehensive Guide to Create a Multi-Step Form in WordPress Using a Plugin

Nishil Mistry - April 25, 2022, 1120

Creating multi-step forms in WordPress using WordPress Plugin is a great way to boost user engagement rather than using a single long form which might seem tedious and never-ending for your visitors. The result- They leave your website leaving the form mid-way.

What is a Multi-Step Form?

As the name suggests, a multi-step form is essentially a lengthy form sub-divided into small multi-step forms. These forms are aimed at improving the user experience by making the whole process effortless and quick. In other words, they are strategically designed to improve lead generation.

Advantages of using a multi-part form in WordPress

As the name suggests a multi-part form splits the web form into multiple pages. This helps overcome form fatigue and users can fill up the form in various steps. Using multi-step forms reduce form abandonment, increases trust, and also augments focus by a significant margin.

Splitting a form into multiple pages enhances user experience as well as conversion rates by almost 60 percent and that’s not the limit as in some cases it might go up to 300 percent as well.

Top and Best Plugins to Add a Multi-Step Form

Multi-Step Form for Contact 7
WP Forms

Reasons to Use a Plugin to Create Multi-Step Forms in WordPress

Using a WordPress plugin is the most feasible way to create a multi-step form. As discussed earlier there are numerous plugins to choose from such as Popup Anything, Multi Step Form for Contact 7, and WP Forms.

Multi Step Form for Contact 7 is an add-on that comes with more than 20 fields. It essentially enables users to shorten a long contact form into a multi-step form. There are several features you might be interested in.

Features of Multi-Step Form for Contact 7

User-friendly
Excellent compatibility
Generate- quote form, request form, event form, registration form, demo form, quotation form, application form, etc.
Custom step title

Here, is the Top 5 Tips To Create Awesome Video Popups To Increase Engagement

Another phenomenal plugin users just cannot have enough of is- WP Forms.

WP Forms eliminates the need of hiring a developer to create contact forms for you. Create a wide array of forms in a jiffy. Whether you are looking to create a subscription form, payment form, contact form, or feedback form, WP Forms makes it a breeze to create one in a hassle-free manner.

Don’t miss to read out 8 Popup Types to Boost Your Conversion Rates Exponentially.

Features of WP Forms

Optimized for web and server performance
Drag & drop functionality
Pre-designed templates
SEO friendly
Mobile-friendly
Optimized for speed

Another great plugin that is harnessed to show various types of forms in popups is PopupAnything- A Marketing PopUp.

This plugin is trusted by more than 50,000 users across the world and the number is increasing at a burgeoning pace as you are reading this. You can display different kinds of forms in popups and make the most of its clean and user-friendly user interface.

More features of PopupAnything

Create engaging opt-in forms with custom designs.
You can display literally anything upon click, be it an image, link, or button.
9 positions and 7 effects for WordPress popups.
It is a modal popup plugin that enables users to create customizable popup windows and an infinite number of popups with customizable popup windows.
Insert any content type using HTML, shortcode, and image.
Advanced display settings, store impression data and cookie expiry time, etc.
A/B testing campaigns can be managed.

Steps to Create a Multi-Step Form Using Popup Anything

Here is your step-by-step guide to creating a multi-step form in WordPress without coding using one of the best plugins- Popup Anything.

Search for ‘PopupAnything’ and Install it
Add a New Popup
Adjust settings
Adjust effects, positions, and speed
Copy the shortcode

Now type ‘PopupAnything’ in the search bar and install the plugin. You will need to activate the plugin now.

Once you have successfully activated the plugin, you will see it on the left-hand side of your dashboard.

Click on ‘PopupAnything’ and hit ‘Add new’. You can now add a popup title and content. It is all quite easy, isn’t it?

Step 3- Adjust settings

If you proceed to settings, you would see that you can add the type of link you want along with button text. If you wish you can also add an image as a link for your popup.

Image titles and image captions can also be displayed for your users.

That’s it! It was damn simple, right?

You can also enable or disable full screen, loader, and overlay as per your preferences. Also, it is extremely easy to display image titles and captions for your users.

Step 4- Adjust effects, positions, and speed

You will see quite a few more options here, such as effects, positions, and speed in and out. Be in total control of how your popup appears by adjusting position X and position Y apart from effects, speed in and out & delay times.

Step 5- Copy the shortcode

Click on Popup Anything and here you will see the popups you have created along with the titles.

On the right-hand side, you will be able to see the shortcodes.

Simply copy the shortcode and head to the ‘Pages’ option.

You can also add a new page if need be.

Go to the page and add the title. Paste the shortcode in the content area of that page.

You will also see the permalink here.

By clicking on Popup Anything at any time, you can adjust the settings and see them taking effect on the page. Take a look at Popup Anything’s demo here.

Form creation becomes a breeze with Popup Anything as it is a comprehensive plugin with astonishing customizability.

Conclusion:

Marketing experts say that modern marketing has changed quite drastically and as an astute marketer, you must harness the immense potential of WordPress by using a good plugin. Needless to say that multistep forms are indispensable to your strategy. When approached correctly, it can do wonders for you.

For more information related to multi-user WordPress, feel free to get in touch with us.