How to add a multistep form to WordPress

Do your eyes glaze over when you see a long, boring online form? You’re not alone. Displaying all the fields on one page can overwhelm users and make it less likely that they’ll complete the form. A great way to keep users engaged — and get them to actually respond — is to use a multistep form.

If you aren’t already familiar with them, multistep forms are like flipbooks. They display only one question per page. This format can make filling out a form feel more like a conversation and less like an interrogation.

There are some great tools you can use to add multistep forms to your WordPress website. In this post, we’ll use Jotform to create a multistep form that you can easily embed in WordPress.

Set up WordPress

WordPress is the most widely used tool for creating websites in the world. There’s a reason for that. It’s dead simple to use.

If you don’t know how to set up a WordPress site, there are tons of tutorials that can walk you through the process. If you’re good at figuring things out but just don’t know which hosting service to go with, DreamHost is a good choice.

Clicking on the Pages Tab in the Admin Panel in WordPress

Once you get your site up and running, click on the Pages tab in the Admin panel. Then add a new page or choose the page you want to add a form to. Next, it’s time to create your multistep form with Jotform.

Create your form

Jotform has over 10,000 form templates to help you get started building a form, and you can turn any of them into multistep forms with just a few clicks.

As an example, let’s start with one of these multistep form templates. Just click Use Template below to open the template in Jotform’s Form Builder.

You may notice that the questions all appear on one page in the Form Builder. That’s just to give you a view of the entire form while you’re building it. To see what the form will look like to users, toggle on Preview Form in the top right.

Toggling on the Preview Form Button on the Travel Satisfaction Form in Jotform Form Builder

You’ll now be able to see the form in the multistep, or card, format.

Previewing the Form in Card Format in Jotform Form Builder

You can also turn classic form templates into multistep card forms. To do this, click the paint roller icon in the upper right corner.

Clicking on the Paint Roller Icon in Jotform Form Builder

Then select the Layout tab and switch to Classic Form. You’ll now see all the questions on one page.

Clicking on the Layout Tab and Selecting Classic Form in Jotform Form Builder

To find a template on a specific topic, just search Jotform’s template library. You can search for templates that are already in multistep card form or convert any classic template to a multistep form.

Viewing the Form Layout Tab in Jotform's Template Library

Even if you don’t find the perfect template, building a form from scratch is a breeze with Jotform’s no-code, drag-and-drop builder.

Now let’s add your multistep form to your WordPress site.

Embed your form

Adding Jotform to WordPress is as easy as pasting a link into a WordPress page.

In the Jotform Form Builder, go to the Publish tab. The first option you’ll see is a shareable link. Copy that link, go to your new WordPress page, and paste your link as a new block. WordPress will generate a preview of your form.

Viewing the Options of Quick Share Tab Under the Publish Tab in Jotform Form Builder

While that’s an easy process, there’s an even better way to add forms to your website: using the Jotform plug-in for WordPress. When you download the plug-in for your website, you’ll be able to choose and add a form right from the text editor menu.

Jotform WordPress Plug-in

Taking the next steps

Jotform offers extensive customization options for your forms. You can change background images, colors, fonts, and more with just a few clicks.

That means you can design your form to match the brand and theme of your website for a seamless user experience. Jotform also provides a comprehensive, advanced design tool as well as access to the form’s CSS for complete design control.

Sign up to try Jotform for free.

Photo by cottonbro studio

AUTHOR
Lee Nathan is a personal development and productivity technology writer. He can be found at leenathan.com.

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Podo Comment Be the first to comment.