Lengthy registration forms often overwhelm users, leading to abandoned sign-ups. The User Registration & Membership Multi-Step or Multi-Part Add-on solves this by splitting forms into digestible steps, enhancing user experience and engagement. Effortlessly create segmented forms to simplify registration and boost completion rates.
Installation #
To install the User Registration & Membership Multi-Step Add-on on your WordPress website, follow these steps:
- First, you need to purchase the User Registration & Membership Pro plugin.
- After the purchase is verified, log in to your account on WPEverest and navigate to the Downloads tab. Now download the .zip file for User Registration & Membership.
- Also, download the User Registration & Membership Multi-Step Add-on straight from your WPEverest account page.
- Finally, install the User Registration & Membership plugin and its Multi-Step Add-on using your WordPress admin dashboard. You can do this by visiting Plugins → Add new → Upload Plugin and uploading your downloaded zip files.
- Next, activate the installed plugin with your license key. And you’re good to go!
Setup and Configuration #
First, you must set up the User Registration & Membership Multi-Step add-on. To do this, go to User Registration & Membership > Add New and click on the Form Settings tab in the form builder.
Here, you can see the Multi-Step Forms options:
Enable Multi-Step Forms: Toggle to enable multi-step on your form.
Progress Indicator: Select the type of Progress Indicator that will be displayed at the top of the form. There are three types: Progress Bar, Circle Bar, and Arrow Steps.
Show Percentage for Progress Bar: Toggle to enable. It displays a real-time completion percentage alongside the progress bar.
Progress Indicator Color: Select the primary color for the Indicator.
Step Navigation Alignment: Select the alignment for the Next/Previous step navigation buttons. You have four options here: Left, Right, Center, and Split.
Creating Multi-Step Forms #
After you finish the settings, you can create multiple parts of the form. So, go to the form builder, and you will see that the Multi-Step feature is enabled.
On the bottom of the form builder, you can now see the + icon that lets you add multiple parts or steps to the form. Click on it to add as many parts to your registration form as you require.
To modify the title of the step, click on Step Title, which will display Page Options on the left side.
Then, on the Page Options for each step, there are three settings for the Step Title, Next and Previous buttons. Also, you can click on the Delete Step button to remove any form step you don’t require.
Now, you can drag and drop the required form field for each step.
As you create your multi-step form, you can even drag and drop the form parts to manage the order as you like.
Note: You can also drag and drop form fields between the available parts of the form.
After creating your User Registration & Membership Multi-Step Form, don’t forget to click Create Form or Update Form.
How your Multi-Step will look on the Frontend? #
To add the User Registration & Membership Multi-Step form to any WordPress post and pages, you can take the help of our docs for displaying registration forms.
Your Multi-Step Form will look something like this:
Enable preview #
When filling the form with multiple parts, it might be confusing to remember the details that you have entered in the previous parts. Therefore, there is a feature to enable the preview of the previous part in the User Registration & Membership-Multi Step add-on. This feature is available for all the parts except the first one since it doesn’t have any previous parts to it.
To enable this option, select the part where you would like to show the preview(except the first part). On the left-hand side, you will find the ‘Page Options‘. Here, scroll down to find the ‘Enable Preview’ option. Select ‘Yes’.
Available options:
Preview Message: You can write a custom HTML message on this option that will be displayed on the part where you have enabled the preview.
Once you have set the preview message, you can now choose one of the three layouts available.
Result:
The three layouts that are available are:
Basic Layout #
Table Layout #
Column Layout #
Note: If you haven't enabled the preview in any of the middle parts and enabled it on the last part, the preview on the last part will show all the data of the previous parts.
