Multi-step forms are an effective way to break down complex information and requirements from users into clear and step-by-step sections. In WordPress, you can seamlessly create and manage multi-step forms with the help of a form plugin. In this blog post, we will take a closer look at the favorite funnelforms, examine its advantages, compare it with other form plugins, and discuss some common application areas as well as a final experience.

Multi-Step Forms in WordPress – Explanation, Guide & Plugin Comparison

Multi-step forms in WordPress are used in various industries because they are an effective method to break down complex information into manageable steps and guide users playfully through the process.

Industries where interactive multi-step forms are particularly often used:

1. Human Resources and Recruitment (E-Recruiting): HR departments and recruitment agencies use multi-step forms for application intake, candidate pre-qualification, and employment information gathering.
2. E-commerce: Online shops use multi-step forms for order and checkout processes to enable customers to gradually enter shipping addresses, payment information, and other relevant details.
3. Real Estate: Real estate companies use multi-step forms to guide interested parties through the process of requesting information about properties, arranging viewings, or applying for financing options.
4. Financial Services: Banks, insurance companies, and financial advisory firms use multi-step forms to assist customers in applying for loans, opening accounts, or collecting insurance information.
5. Healthcare: In healthcare, multi-step forms are used for patient registrations, appointment scheduling, medical questionnaires, and insurance information requests.
6. Educational Institutions: Schools, universities, and continuing education institutes use multi-step forms for applications, course registration, requesting information materials, and collecting student feedback.
7. Travel and Tourism Industry: Tour operators, hotels, and online travel agencies use multi-step forms to simplify travel bookings, accommodation reservations, car rental inquiries, and the collection of travel details.
8. Event Management: Event planners use multi-step forms for participant registration, preference collection, seat selection, and ordering event packages.
9. Non-profit organizations: Charities and non-profit institutions use multi-step forms for fundraising campaigns, volunteer registrations, and inquiries about aid programs.
10. B2B services: Companies that offer B2B services use multi-step forms for inquiry forms, the collection of project requirements, and the capture of customer data.

The use of multi-step forms in these industries helps to simplify complex processes, improve the user experience, and increase conversion rates by capturing information step by step. By guiding the user through the process, multi-step forms ensure greater engagement and a higher likelihood that users will complete their inquiries or transactions.

In addition, the forms are also ideal for scheduling appointments, as quizzes and surveys, as well as recruiting and handling internal processes.

Industries that have been using this type of form for a long time: Agency, lawyer, tax advisor, automotive, coaching, service providers, financial service providers, health / beauty, real estate, logistics / freight forwarding, recruiting, travel, insurance

Further down in the article, we have also listed the most common questions with answers on the topic of forms.

Comparison of multi-step form providers funnelforms, Smashleads, Heyflow, Meetovo, and JotForm:

We did not consider Perspective in this case.

Price & cost comparison of the plugins as of May 2023 – annually:

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Our favorite since 2021 is clearly funnelforms due to the price (only €17 per month with annual payment), the integrations and versatile use cases + new artificial intelligence for automatic form creation in just a few minutes, and funnelforms offers a wide range of features for multi-step forms for ALL areas of application.

Use funnelforms now*

Our own comparison of funnelforms with other providers including Perspective:

Features and common form types of funnelforms are:

• Drag-and-drop form editor
• Customizable form designs
• Automatic saving of form data
• Progress indicator for users
• Validation rules for fields
• Integrations with marketing tools
• Analysis and tracking functions
• Extensive support forms with flow

The most common applications of interactive multi-step forms are:

1. Lead Generation and Qualification
2. Application and Registration Forms
3. Online Surveys and Feedback Collection
4. Event Registrations and Ticket Sales
5. Contact and Support Forms
6. Order and Checkout Processes
7. Newsletter Subscriptions
8. Appointment Scheduling and Bookings
9. Content Downloads and Whitepaper Requests
10. Customer Surveys and Reviews

Advantages of funnelforms:

1. User-friendliness: Funnelforms offers a user-friendly drag-and-drop interface that allows you to easily create forms without requiring any programming knowledge.
2. Multi-step functionality: With Funnelforms, you can divide complex forms into multiple steps to guide users through the process and increase the likelihood of conversion.
3. Customization options: The plugin offers a variety of customization options, including the ability to individually adjust colors, fonts, and layouts to match the appearance of your form to your needs.
4. Responsive design: Funnelforms ensures that your multi-step forms are optimally displayed on all devices and screen sizes to improve the user experience.
5. Automatic form data storage: The plugin automatically saves the entered data at each step, so users do not have to re-enter their information if they interrupt the process or update the form.
6. Progress Bar: Funnelforms offers a progress bar that shows users how many steps are left and how far they have progressed in the form.
7. Validation Options: You can set custom validation rules to ensure that all required fields have been filled out before the user is directed to the next step.
8. Integration with Marketing Tools: Funnelforms allows integration with various marketing tools and email marketing services to capture leads and create automated follow-up campaigns.
9. Analysis and Tracking: The plugin provides detailed analytics and tracking functions that allow you to monitor user behavior, conversion rates, and other important metrics.
10. Extensive Support: Funnelforms offers extensive and extremely fast live support, including documentation, video tutorials, and customer support, to ensure you can get the most out of the plugin.
11. NEW: AI-powered form creation: Create suitable forms even easier and faster in just a few minutes

Test now for free:

To the funnelforms plugin*

An older blog post about the then-named "Inquiry Form Plugin":

Inquiry form: Designing thoughtful forms

Conclusion on the comparison, our experiences, tests, and the use of multi-step forms in WordPress

Funnelforms is a powerful WordPress form plugin that enables easy creation and management of multi-step forms. With its numerous advantages, such as user-friendliness, adaptability, responsiveness, automatic data storage, and extensive integration options, it is an ideal solution for a variety of applications. Whether you want to generate leads, collect feedback, or take orders, funnelforms provides you with the necessary tools to create effective and appealing multi-step forms. If you are a WordPress user and want to increase your conversion rates, you should definitely try funnelforms and benefit from its diverse features and advantages.

By the way, funnelforms offers a free trial version:

To the funnelforms plugin*

1. Why should I use multi-step forms instead of collecting all information on a single page?
   Multi-step forms offer a better user experience by breaking down complex information into manageable sections. Users feel less overwhelmed and can better concentrate on each individual question or action. In addition, the step-by-step collection increases the likelihood that users will complete the form, as the process appears less time-consuming.
2. How can I ensure that users do not skip steps in the form?
   You can set validation rules to ensure that all required fields in each step are completed before the user is directed to the next step. This ensures that users provide all necessary information before they can complete the form.
3. Can I adjust the number of steps in a multi-step form?
   Yes, the number of steps in a multi-step form is flexible and can be adapted to your specific requirements. You can add or remove as many steps as you like to optimally tailor the process to your needs.
4. Is it possible to save the information already entered in a multi-step form if the user interrupts the process?
   Yes, many multi-step form plugins offer the option to automatically save the entered information, so users do not have to re-enter their data if the process is interrupted or the page is refreshed. This improves user-friendliness and avoids frustration.
5. What type of forms are best suited for multi-step forms?
   Multi-step forms are particularly well suited for complex forms with many fields or for processes that require step-by-step collection of information. Examples include order and checkout processes, registration forms, surveys, signup forms, and other forms where a clear structuring of information is beneficial.

Implement your form step-by-step now and generate more inquiries, customers, sales, and applicants!

Florian Ibe
^{CEO & Marketing Consultant}

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