Sajith Mohan

In this article, we’ll guide you to create your first multi-page form in your WordPress blog or website without writing a single line of code.

What is a Multi-Page Forms?

It’s just breaking your long forms into multiple pages/ steps so that users will be seeing only a few simple questions so that the conversion can be improved. And the beautiful benefit or multi-pages forms is, you can use conditional logics to show different questions based on their previous answers.

Excited? Let’s see how we can create your first multi-step WordPress form

How to Create Multi-Step WordPress Form

Video Guide

Step-by-Step Guide

Step 1: Create your form in WordPress

The first step is to create your WordPress form using a form builder. We need to choose a builder which supports multi-page feature for this step.

In this example, we’re using a WordPress form builder- WPForms which is the best WordPress form builder in market.

So, let’s install and activate WPForm builder.

Next, go to WPForms » Add New in your WordPress dashboard to create a new form.

Name the form on setup screen and choose a template. Here we’re choosing a simple template.

you can start building your form by choosing a template and adding additional questions (we’ll convert this long form into multi-step form later) in fields section.

Needs to accept payments on your WordPress form? Learn more.

Step 2: Split Your Form into Multi-Steps

Once your form is ready with fields, you need to add the Page Break form field to where you need to split your form.

To do this, you can just drag the Page Break form field in Fancy Fields section and drop to in between your form (see the image below).

Repeat this step to split your form as much as you need. WPForms will write the complex codes on behalf of you to make the multi-pages form functional.

Step 3: Customize the Progress Bar on Your WordPress Form

It is recommended to add a progress bar as well on your forms to let your prospects know different sections of your form.

Using a process bar, they’ll know where they are on your WordPress form and how much they have to fill to complete form– This is important for improving conversion rate. To make this super easy for you, WPForms has built-in breadcrumb bars as below:

You can easily customize progress bars and page titles by simply clicking on each page break fields.

You’ll see be below customization options:

Then click on the ‘Next‘ button, and you can customize the button and title of next page.

On this page, you can click on the ‘Previous‘ button and customize it as well.

Click Save once your complete customizing all your pages and buttons.

Step 4: Configure Form Settings

Now you’ve design of the form with multi-step feature enabled. The next is to configure your form settings to customize it’s behaviour and submission actions.

Go to Settings -> General

On this screen, you can configure the following:

• Form Name — Change the name of your form to identify later
• Form Description — Give your form a description
• Submit Button Text — Customize the copy on the submit button- Studies says that the conversion will be improved if you use action verbs on your button
• Spam Prevention — This section helps you to enable anti-spam protections to stop bots auto submitting on your form. You can also refer how to enable Google reCAPTCHA on your form here
• AJAX Forms — Enable AJAX settings with no page reload for improving page load speed
• GDPR Enhancements — You can disable the storing of entry information and user details, such as IP addresses and user agents. This is mandatory in EU countries

Click ‘Save‘ once you’re done!

Step 5: Configure Your Form’s Notifications

You can setup an email notification when someone submit the form.

Go to Settings -> Notifications.

Step 6: Customize Your Form’s Confirmations

On settings -> Customizations section, you can update the POST form submission confirmation action. There’re three type of confirmations are supported by WPForms:

• Message: This is the default confirmation type. A simple confirmation message will appear instead of field letting them know their submission is sent successfully. This confirmation type won’t redirect from your current page.
• Show Page: This confirmation type will show a specific page on your WordPress once the submission is successful. This type is recommended if you are planning to WordPress page itself as thank you page
• Go to URL (Redirect): Use this type if you want to redirect prospect another website after submitting the form

Step 7: Add Your Form to Your Website

Awesome!

Now your multi-step form is ready to embed on pages as per your requirements.

On the edit window of pages you can see ‘Add WPForm icon’.

Just click on it and choose the form you would like to add on that page.

Conclusion

That’s it! You’re created your multi-step form successfully.

What’s next? Let’s learn how to integrate your WPForms with your email autoresponded tool such as ActiveCampaign or MailChimp.

Do you want to add content locking on your blog or website? Content locking is one of the most powerful and proven email list building tactics to skyrocket your lead generation.

In this article, we’ll help you to create content locking on your website without writing a single line of code. Yes, you heard right.

What is Content Locking?

Content locking is an email list building tactic used by marketers to skyrocket email lists without compromising the quality of leads. It forces the reader to do an action (generally opt-in form submission) for getting access to protected content.

As you can see on the image above, the ‘list of events’ is blurred behind the signup box. Once the reader put their details the opt-in box will disappear and they can read the content clearly.

It is recommended to lock only high-value content like a list of hacks, eBook download link or access to a FREE course. In the example above, the website owner put the content lock inside an article which hide the download link of ‘events list’.

Got it?

Awesome! Now you understood what is content lock and how to use it strategically. If you have any questions, just comment below and one of our experts will help you with more details.

What you do need to setup content locking in WordPress?

In this tutorial, we’ll be using a powerful tool OptinMonster to create content locks on your website.

OptinMonster also provides a lot of other lead generation widgets as well that can be used on your website with integration to your CRM platforms without writing a single line of code.

Video tutorial

How to setup Content Locking?

First thing first:

• Create an account in OptinMonster
• Choose one of the templates
• Customize the widget to match your brand guidelines
• In the settings, enable the option ‘Lock Content Below Campaign?’
• You can use this widget on your website directly. OptinMonster support almost all the CMS platforms including WordPress
• You can also connect the opt-in form with your email marketing tool such as ActiveCampaign

That’s. You’re done! Start skyrocketing your email list.

Creating non-profit donation forms in WordPress is easier than ever.

In this article, we’ll show you how to create online donation forms through simple and easy steps.

Step 1: Creating Your WordPress Form

The first thing to do is to install and activate the WPForms plugin. WPForms is a freemium plugins which helps you to create beautiful WordPress forms in minutes with writing a single line of code.

Once this is done, next go to WPForms and Add New to create a new form.

Here, name your first form and choose the donation form template.

The default donation form will appear.

Step 2: WPForm Customization

The default fields like name, email, donation amount, and message will be present on the template.

Additional fields can be chosen from the list on the left-hand side and can be dragged to the form to place it there.

Once you are done editing the form, click on the Save button on the top right to save the changes made.

Step 3: Configuring the Form’s General Settings

We’ve to configure certain settings while creating a non-profit WPForm. 

We are beginning with the general settings.

Go to the Settings and then General.

You can customize many things here like your form’s name, form description and even the submit button text.

Step 4: Configure the Form’s Notifications and Confirmations

You will be notified about the donations made unless you turn off this feature.

The site visitors will be delivered a message once they submit a donation form on your website.

You can choose from the three donation confirmations which will let the visitor know about the next steps – Message, Show Page, and Go to URL.

Step 5: Setting up the Payment Method

Configuring the payment settings is mandatory to receive donations through WPForms.

WPForms can be integrated with both PayPal or Stripe to receive payments.

Install and activate the addon for the payment platform that your wish to integrate with the WPForms.

Once this is done, choose the payment tab in the form editor.

In this example, we’re choosing PayPal as our payment platform.

Additional settings will appear.

Once you’ve made the edits and added the details, click Save.

Step 6: Adding the non-profit form to the Website

Choose the page from WordPress on which you’d like to insert the donation form and click on Add Form.

There!

Your non-profit donation forms will appear on the website immediately.

The truth is, 70% of your website/ blog visitors will leave you without literally doing anything on your website.

And, I know how hard you worked to drive your visitors to your website, whether it is SEO, social media, or paid channels.

I heard from you!

So in this article, I’m introducing you to an advanced tactic- Exit popup implementation.

We use an online tool called OptinMonster for this implementing exit-intent popups.

Use this coupon code ‘KID‘ for 30% off on your purchase! A portion of your money will be donated to No Kids Hungry charity.

How does It work?

The exit-intent feature will retain your visitor on your website by providing them with engaging content.

When a user is scrolling up your website to find the address bar it is an indication that he/she is not interested in the content anymore.

This is when the low or medium sensitivity comes into action.

The exit-intent gives a message with great content.

Let’s look up a different scenario.

What if the user just clicks the back button instead of scrolling up.

Here, exit-intent sensitivity is high.

So you should choose the sensitivity as High.

The pop-up will show offers or discounts which the user might find interesting and make them want to remain on your site for even longer.

With the help of exit-intent and proper content, you can boost your conversions and bring up your sales.

OptinMonster also has unique templates for the pop-up messages which are to appear upon triggering the action.

This is an example of the template ‘Donate’.

There are different templates available in catching designs to increase customer retention rates and the number of leads.

What is more?

The templates are also customizable.

You can edit the content and add the content you wish that your users should see before leaving your website forever.

With the exit-intent feature from OptinMonster, boost your sales and increase your lead 2-4%.

Now you can collect PayPal payments through your WordPress website forms.

WPForms will allow you to accept payments by integrating PayPal into it.

Let’s see how to get it done in simple and easy steps.

Step 1: Installing PayPal Addon and Form Creation

Install and activate WPForms as well as PayPal addon s on to your WordPress website.

Once this is done, we’re going to add PayPal in your WPForms.

For this, first, you have to create a form.

In this example, we are creating a billing/order form.

The form appears with the default fields.

PayPal needs only a single field to work properly with WPForms.

Step 2: Add PayPal to the Form

Now let’s connect PayPal to your form.

Go to the Payments section and then PayPal Standard.

Check the ‘Enable PayPal Standard payments’ box.

You can fill in the remaining boxes and once you are ready, click on the ‘Save’ button to save the payment details.

Step 3: Set Up Conditional Logic

The conditional logic is a smart Form which changes the options on your forms based on the user’s selection.

To begin with, open the form builder, go to payments and then PayPal standard.

Tick the box labelled ‘Enable Conditional Logic’.

Now a set fo additional boxes will appear and you can decide when the user should be sent to PayPal to complete the payment process by filling in the details.

For example, you only need to send users to the Paypal only if they are willing to signup for the workshop.

For this, you will have to add a drop-down asking whether they would like to signup and allow them to choose from the options.

The users will only be taken to Paypal only if they would like to sign up for the workshop. 

This way you can condition your WPForm.

Step 4: Test your Form

You can test your WPForm by running a test entry by pretending to be a user.

Going all the way till the PayPal option and carrying out a small transaction is also highly recommended to ensure everything is working well.

In light of the present coronavirus situations, expanding businesses might seem tricky.

But with the right tools and vision, any online business can cut their way forward even in this corona affected world.

Let’s see how this works. 

ActiveCampaign is a marketing tool which allows you to keep in touch with your customers. 

You can upscale your email marketing and other CRM services using the ActiveCampaign API.

WPForms is a contact form plugin from WordPress. 

Anyone can create these contact forms on your WordPress sites and place it on any page as per your requirements.

The process of creating this contact form is as simple as drag and drop.

ActiveCampaign when integrated with WPForms, it becomes powerful enough to take your business to the next level.

WPForms collects necessary details form the website visitors and saves it in the ActiveCampiagn database which will create a follow-up strategy for the visitor based on the details provided. 

As simple as that.

Let us see how to integrate WPFroms and ActiveCampaign through simple steps.

1. Install and Activate WPForms Plugin

First things first.

Install and activate WPForms plugin on your WordPress site.

Once this is done, install and activate Zapier addon on your site.

Log in to the Zapier account and click on ‘Make a Zap’ button and by following the instructions provided, create a Zap.

When you are in the ‘Edit Options’ step, choose ‘Newsletter Signup Form’.

You will get a confirmation message.

Now choose WPForms as your trigger app and ActiveCampaign as your action app.

You can find the ActiveCampaign app by searching in the search bar.

It is time to select the ActiveCampaign action. 

To automatically add new subscribers to your ActiveCampaign list, choose ‘Create/Update Contact’.

Then click ‘Continue’.

After that, you have to connect your ActiveCampaign account to Zapier.

Click on ‘Connect an Account’.

You will be asked to enter API URL and API key which will be available on your ActiveCampaign account.

Login to your ActiveCampaign account, and choose ‘My Settings’ which is below your profile name.

Now choose ‘Developer’.

The keys will be available and you can copy them to Zapier.

Click on ‘Yes, Continue’.

Next, you have to link each Newsletter form field to the appropriate ActiveCampaign field.

You can run tests to check whether its working or not.

If it’s working well, you can see the imported data on your ActiveCampaign account.

One final step, your WPForms will be linked to the ActiveCampaign account.

Turn on the Zap.

It’s done.

Now, whenever a user fills the contact form, those details will automatically be updated in the ActiveCampiagn database for further interaction.