How to create a multi-step form

You will learn

Learn how to create a multi-step sign-up form to collect information from your subscribers across multiple smaller steps, so site visitors aren't overwhelmed by the content and are more likely to subscribe. 

Create a multi-step sign-up form

1. Head to the Sign-up forms tab. Here, you can either use a multi-step form template from the form library, or create a new sign-up form and add steps manually. Any form type (i.e., popup, flyout, full-page, or embed) can have multiple steps.
   • Use a template from the form library
     Filter the form library to Email & Numbers in the Categoriesdropdown to find the templates that include multiple steps by default. Multi-step forms that collect email and SMS consent on different steps will prompt you to choose a list for each channel. We recommend choosing 2 different lists as best practice for keeping track of list growth and customer messaging preferences. 
     
     
   • Create a new sign-up form
     Create a new sign-up form with a blank template and add additional form steps. We recommend using the first step of your form to collect subscribers for your primary marketing channel, whether that’s email or SMS, and then asking for other information on the following steps. 
2. Once you've created a form and entered the form editor, build the first page of your sign-up form to match your brand and desired goal. Limit the number of fields on this first step so site visitors are not overwhelmed by your content.
3. Click (+) Step in the menu bar to add an additional step to your form. 
   
   
4. Select the type of step you’d like to add: 
   
   
   • SMS Opt-in
     Collect phone numbers from subscribers. It's best practice for both list growth and compliance to collect email and phone numbers across multiple steps in a sign-up form. You can choose 2 separate lists for email and SMS subscribers by selecting a different list for the SMS Subscribe List. 
     If you haven’t set up SMS yet and have an SMS opt-in field in your form, you'll be prompted to set up SMS before publishing. Learn how to get started with SMS. 
   • Profile Information
     Ask questions to learn more about your new subscriber (e.g., their birthday, name, or interests). 
   • Blank Step
     Add a blank slate and customize the step as you see fit.
5. Click Add Step.
6. Once you’ve added a new step, edit the fields and design on the new step as needed to match the rest of your form. 

You can add up to 4 steps to your form, in addition to the optional success message.

Styles and multi-step forms

Any styles you set in the Styles section will apply to all of your form's steps. If you update your form’s styles, the updates will apply across all existing steps of your form, as well as steps you add in the future. 

To adjust the appearance of particular elements within your form, click on the block in the form preview. The style settings for that block will appear on the left for you to edit. 

Rename, clone, delete, or reorder a step

Use the additional options menu next to a step’s name to rename, clone, or delete a step. Forms must have at least 1 step (other than the success message), so if you only have 1 step in your form, you won’t be able to delete it. 

To change the order in which steps appear, drag the step name to the position where you’d like it to appear. 

A/B testing and multi-step forms

Multi-step forms can be used in a forms A/B test, just like a single-step form. You can also monitor the engagement rates per form step on the form analytics page to get a better understanding of where site visitors are abandoning the opt-in experience.

Publish your form

Once you’ve built and designed your form and are ready to publish, click Publish and note that the status indicator updates to Live. If you make future edits to any pages, the status will update to Editing, and the new edits will not appear on your site until you publish them. 

After publishing your form, you can review its performance at any time. Learn more about sign-up form analytics.

Additional resources

• About multi-step forms
• Understanding sign-up form analytics
• Understanding form blocks and fields
• Course: Klaviyo product certificate