Articles on: Features

Multi-step Forms: A complete guide (multistep)

Introduction



Would you like to split your form into multiple steps? With a multistep calculator form (multi-page form) you can break long forms into smaller sections, improving user experience and making them less overwhelming.

It's different than conditional logic that shows/hides elements one at a time. With a multi-page form, you use the next button to progress the user down the journey of completing the form.



Uses Cases, Benefits & Features




Clean-up Long Forms - Break down the steps to completion of long forms into smaller, more digestible chunks.


Watch It In Action






How to Activate & Use This Feature



Setup



To activate the multi-step, first click on the settings icon, on the top right section of the calculator builder. Then, click on the "Activate Multi-step" switch to turn it on.



Note: You can only activate multi-step forms on the second, third, and later sections. You cannot activate it on the first section as it's shown by default.

Settings & Options



1. Progress Bar - You can choose between Progress Dots With Title, Progress Bar Steps With Title, Progress Bar, or no progress bar.




Additional Information



Progress Bar Styles



Progress Bar Steps With Title




Progress Dots With Title




Progress Bar






Conditional Logic

Frequently Asked Question



Q: Can I customize the appearance of the progress bar in the multi-step form?
Yes, you can choose from different progress bar styles: Progress Dots With Title, Progress Bar Steps With Title, or a simple Progress Bar. Each style provides a different visual representation of the form’s progress.

Q: Can I use the multi-step form feature on the first section of my form?
No, the multi-step feature can only be activated on the second section and beyond. The first section is always shown by default.

Q: How does the multi-step form differ from using conditional logic?
Unlike conditional logic, which shows or hides elements based on user input, a multi-step form breaks the form into multiple pages. Users click a "next" button to progress through the form, making it less overwhelming and easier to navigate.

All Elements & Features



Learn more about All Elements
Learn more about All Features

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Updated on: 12/07/2024

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