How to Build Multi-step Guided Selling Process & Smart Forms to Your WordPress Website

Why should you use forms for your WordPress website? Basically, the forms are a communication bridge between you and your customers. You can easily collect data for marketing with effective forms. Implement them to create your marketing strategy.

It’s very easy to make smart forms on the WordPress platform. WP Guidant will help you create a smart form for your website. We will show you the entire process of creating the forms with the plugins. Stay with us & follow our lead.

What is Guided Selling

The days are gone when pilling up products in an online shop was enough to fill your buckets daily. But now, customers want a more organized shop will neatly arranged products. On top of that, most people look for a shop representative to tell them about the product they are looking for or some advice on what else to buy.

Selling goods and putting personalized products in front of the customers are two different things. For an online shop, this task needs a special tool like WP Guidant that applies a multi-step guided selling process on your website for customer engagement and implementing personalized sales systems.

It’s time you build multi-step guided selling process that guides visitors to the next step in the sales funnel. And make your leads more efficient by offering different pricing options based on your visitor’s purchase intent. Grow your online business using a simple, effective, and smart sales funnel for your leads.

Let’s see how easy it is to create this multi-step selling guide using the WP Guidant plugin for WordPress.

What is Smart Form in WordPress?

A smart form in WordPress refers to an advanced and feature-rich web form that goes beyond the basic input fields typically used for data collection. Smart forms are designed to enhance user engagement, improve data accuracy, and automate various tasks. They often incorporate the following elements:

  • Conditional Logic: Smart forms can show or hide fields based on user responses. This feature creates dynamic, user-friendly forms that adapt to individual needs.
  • Integration: They can seamlessly integrate with third-party services, like email marketing platforms, CRM systems, or payment gateways, to automate data transfer and streamline processes.
  • Validation: Smart forms offer robust data validation, ensuring that the information entered meets specific criteria, reducing errors, and enhancing data quality.
  • Multi-Step Forms: These break lengthy forms into smaller sections, making the submission process less intimidating and improving completion rates.
  • Automated Responses: Smart forms can send auto-responses or notifications to users, confirming their submissions and setting clear expectations.
  • Analytics: They provide insights into user behavior, conversion rates, and drop-off points, helping website owners optimize their forms for better results.
  • Customization: Users can often customize the form’s appearance and styling to match their website’s design.

Build Multi-Step Guided Selling Process & Smart Forms

To build a working multi-step guided selling process using WP Guidant, you won’t be spending more than a couple of minutes at the best. This is part of the core features of the plugin which requires the least amount of time setting up the complete process.

Then, let’s set up the guide in a step-by-step manner.

Install and Configure Your First Guide

First of all, you need to install the WP Guidant on your WordPress website. The plugin has a free version that comes with certain limitations on customization, but with almost all facilities regarding the guide. It’s a very easy job to get started with the plugin.

Step-1

Go to your WordPress Dashboard> Plugins> Add New> and search for WP Guidant.

Once you find the plugin, install and activate it. Then, you will find a new section inside your WordPress dashboard named just like the plugin.

Step-2

Click on the plugin name from the dashboard to access the ‘Guides’ section. This is where we will start setting up the multi-step guided selling process.
Now, click on the “Create New Guide” button from the screen.

On the new window, all you have to do is insert a title, name, and description for the guide.

For your concern, the guide name is only visible to the guide maker, not the visitors. Once you click on the “Create” button, the basic foundation of your first multi-step guided selling process is done. But, it’s an empty guide right now that needs filler.

Create Filters For Personalizing Products

Now that your guide base is ready, let’s add filters. While filters have the capability of sorting products or items amid hundreds or thousands of data, the whole process takes just a second to complete. Much to your surprise, WP Guidant completely integrates with WooCommerce at the time of installation and reads every data existing on your website.

Just like that, the plugin can use a variety of attributes to filter out elements like title, excerpt, price, category, date, tag, etc. As for the end of the guide, the results show personalized items that the customer chooses in the multi-step guided selling process. Be it like a toothbrush or an apartment, users get to select the price range, type, number of facilities; everything to choose has to be set up by the filters and it works as a whole process.

So, anything you want to display on your front end, you do it from the filters section. Now, let’s get through a straightforward process of making filters to completely build multi-step guided selling process for your website.

Step-1

Click on the “Manage Filters” button on your guide.

You will find the guide inside the “Guides” window. Every time you create a new guide, it will register at the bottom of the previous ones. Just scroll down to see.

Step-2

Once you see an empty field asking for creating a new filter, hit the button to begin creating your first filter item.
In the next window, you will be asked to provide a filter name, title, and description. At the bottom, you need to select the type of filter.

Now, WP Guidant has 3 special types of filters available. These filters are the core functions of this plugin.

Card filter
User interactive cards for selecting the target category or item. Cards are of two types, 1. checkbox and 2. radio.

Slider filter
Interactive slide bars for selecting the range of price, quantity, quality, etc. for the target attribute (product, post, page; everything can be filtered here). Sliders are of two types, 1. single and 2. range.

Form filter
WP Guidant has a unique form builder where you can create multi-purpose forms as a part of the guide. Each guide can have as many unique forms as you want.

To build multi-step guided selling process, you can use combine all three filters to maximize the functionality of the process. Of course, a single filter can also do the job as WP Guidant is capable of fulfilling all kinds of guide requirements.

Step-3

Now, select the “Card” filter from the “Filter Type” option and hit the “Create” button.

One more thing, the card filter can be a checkbox or a radio. You have to select it right after selecting the filter type.
Next, you will see the filter listed in the “Filters” section inside the guide. Now, you need to add filter elements to get the filter working. Same as before, click the “Manage Cards” button on the card filter.

Step-4

Here, clicking on the “Create New Card” button will take you to the next window where you have to insert a label, image, and set conditions for the card filter.

For the conditions, you can put a lot of things from the list. Let’s just go with a WooCommerce store perspective by selecting the product category condition for the card filter.

After that, just save the changes, and your first card filter is done. Keep in mind that there is no limit to the number of filter elements created for a single filter. So, go with as much as you want.

Step-5

To build multi-step guided selling process, let’s add another filter. This time, we will go with the slider filter to further sort out products according to their prices.
Go back to the “Filters” window and create another filter. This time, select the Slider filter type.

Now, let’s add a slider element by putting a label, image, and setting the value ranges for the slider. Same way, you can set the conditions for the slider, i.e. WooCommerce product price, product quantity, rating, etc. Once done, you can either end the guide right here or extend a few more filters to get deeper into product personalization.

How do I create a Multi-Step Form in WordPress?

An effective multi-step form can create huge chances to boost the conversion rate of your business. Because the forms work as a lead-generation process. Visitors fill up their data on the forms. Where you will get effective leads.

How can you create smart forms on your WordPress site? Well, you just need Work-efficient plugins for that. Choose the WP Guidant plugin from the plugin store and install it. The rest of the task is easier. 

We are going to guide you on crafting smart forms for your WordPress site with WP Guidant. Just follow our lead.

➡️ Step 1 – Install WP Guidant

Go to your WordPress Dashboard > Plugins > Add New. Now search with the plugin name.

Now just install & activate the plugin on your site.

➡️ Step 2 – Create Smart Form with WP Guidant

Let’s create a smart form with WP Guidant. Go to your WordPress Dashboard > WP Guidant.

Now we don’t have any guides. Click on the Create Guide button.

To create a new guide, you have to provide some information such as Guide Name, Guide, Title, and Guide Description. Then click on the create button.

Well, this is our guide. To create the form we need to add filters to it. However, copy the shortcode of the guide. We will use it to place the form on a live website. Click on the Manage Filter > Create Filter option.

Fill up all the necessary information to create the filter. This guided selling plugin has options for creating three types of filters such as cards, sliders & forms. Choose the form filter type and create the form.

Here is our form filter. But now it’s empty, so let’s add some elements to it. Click on the Manage Form Elements > Create New Element

Fill up the element label. Choose the element type. You can choose 5 types of Elements such as 

  • Input Fields
  • Select Fields
  • Checkbox
  • Radio Field
  • Text Area

Also as an input type, you can choose elements like text, number, email, password, date, and time. After filling in all the information, click on the save changes button. By following this process you can easily add multiple elements on the form. Our form is ready.

We have already copied the shortcode of the form. Now the time has come to add the form on our webpage. Just edit any of your webpages and paste the shortcode.

Lets see how it appears on our live website. 

Final Thoughts

A well-organized form can give you a significant amount of leads. You need to know how and where to use them. Most of us face difficulty while creating forms for our website. We have already introduced you to the powerful plugin called WP Guidant. It will help you to craft multi-step smart forms for your WordPress website. 

However, we have more resources about forms on our website. Never hesitate to check them out.

Nazim Khan

This is Nazim, SEO analyst at WPComemerz. I manages various sectors like SEO, email marketing, content marketing, social media marketing, etc. I always keeps updated with new trends of SEO.

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