How to Build Multi-step Guided Selling Process & Smart Forms to your WordPress website.

If you are planning on growing your audience through the new method of marketing strategy, then you must want to build multi-step guided selling process like WP Guidant.

We are at the end of the old-fashion way of trading and things are rapidly changing to online businesses. With shop owners going online to conduct business worldwide, it soon became a battle of speed while serving the customer the quickest wins the race.

Ever since marketers adopted the Guided selling process on their online shops, selling products became easier as well as the conversion rate spiked high. Learning the method behind such a successful marketing strategy is surely worth your time.

So, in this blog, we are going to show you how to build multi-step guided selling process & smart forms for your WordPress website.

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.

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.


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.


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.


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.


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.

    1. Card filter
      User interactive cards for selecting the target category or item. Cards are of two types, 1. checkbox and 2. radio.
    2. 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.
    3. 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.


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.


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.


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.

Smart Forms For User’s Data Collection

The best thing about WP Guidant is, it has a smart conversational forms builder included in its inventory. This feature also acts as a filter inside the guide. You can design any kind of form with custom form elements. There are a couple of selections to the form element format including dedicated email field, custom text, radio, checkbox, textarea, etc.

Forms help greatly enhance your marketing strategy and let the users connect more with your business. So, it’s another essential material to build multi-step guided selling process.
It’s easy to build forms using WP Guidant. Just access the “Filters” page and click on the create button. Then from the “Filter Type” option, select forms.

Now, all you have to do is add form elements by going into the “Manage Forms” option and customizing form elements one by one. Also, you can adjust the filter position to arrange which one comes first and follows after.

Add Conditional Logic Using The Guided Selling Software

Conditional Logic is a practical concept for better user engagements in terms of marketing. It’s a method of displaying specific goods over a specific selection of products.

For example, if you ask for a t-shirt in a retail market, the representative might recommend jeans, full-sleeve shirts, etc. Showing relevant goods is always an option for better sales. But, in an online shop, there’s actually no lever to pull from preventing WooCommerce from recommending a sledgehammer to a customer who came for sugar.

To build multi-step guided selling process that doesn’t suck while recommending products, conditional logic comes into play. In WP Guidant, you can set conditional logic against filters for specific products or categories. With that, you can easily hide irrelevant options or products from displaying further into the guide.

A perfect example would be the Real Estate demo of WP Guidant that shows two different kinds of filters when choosing between buy or rent properties. It’s another good tactic for personalizing products for the customers and leading them into a straightline.

Export Reports For Better Sales Funnels

The perfect multi-step guided selling must come with some analytic features to help the admin monitor the progress of his WooCommerce shop. Successful marketing means analyzing and improving the whole shop using customer behavior as the base.

In the case of WP Guidant, it generates reports on the guides when accessed by a user and stores the data into your website database. The report contains the whole detail of the guide including choices made by the user, filler forms, and search results.

This is actually beneficial for a marketer to understand how the customers behaved, what they had chosen, and details about their contact (using form filter). In the end, one single plugin helps you analyze sales statistics and improve your marketing strategy further.

You can also receive email notifications whenever a user completes the guide. So, it’s a great choice to build multi-step guided selling process on your WooCommerce website.


Hope you have enjoyed reading this article. We have highlighted the process and procedures to successfully build a functional guided selling process to boost your online business.
If you have any further questions regarding the plugin, feel free to ask us over live chat or support.

Thanks for staying up!

Leave a Reply

Your email address will not be published. Required fields are marked *