Understanding Single Page vs. Multi-Step Forms

Objective

This article explains the difference between single-page and multi-step forms and provides step-by-step instructions on how to split a form into steps in your Giving Platform. Using multi-step forms can enhance the registrant experience by organizing longer forms into manageable sections.

💡 Why Use Multi-Step Forms?

Breaking long forms into steps improves user experience by making the form less overwhelming and easier to navigate. This is particularly useful for event registrations or forms with multiple sections, allowing users to focus on one section at a time and reduce errors.

How to Split a Form Into Steps

When you create a new form, it defaults to a single-page layout, which is ideal for shorter forms with just a few fields. To convert a form to a multi-step format, follow these steps:

1. Open your form.
2. Click "Split Form Into Steps" at the top right of the form builder.
3. The form will automatically be divided into steps.
   

   

Customize Step Names:

• On the left-hand side, each step will be listed.
• Edit each step’s name by clicking on it.
• Example: Rename “Form Step 2” to “Individual Registrants Info”
  

Assign Fields to Steps:

• Click on a field, then open the Field Properties.
• Select the step you’d like that field to appear in.
  
  
  
  📌 You can also drag and drop fields from one step to another using the “hot dog” icon (three vertical dots).
  
  
  
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Special Note on Payments:

• If your form includes a payment field, steps for payment details and payment confirmation will be automatically created.

Registrant Experience with Multi-Step Forms

Here’s how multi-step forms function for your users:

• 🔒 Progression is gated: They must complete the current step before continuing.
• 🔁 Backtracking allowed: Registrants can return to previous steps to edit information using the navigation panel on the left.
• 💲 Payment summary: A running total is shown in the top right corner when payment is required.
  
  

Common Questions

1. Can I revert a form back to a single-page layout? 
   • Currently, forms cannot be reverted once split into steps. You can, however, create a new form using the same fields.
2. Will payment fields always generate extra steps? 
   • Yes. If your form includes a payment field, payment details and confirmation steps will automatically be added to streamline the checkout process.

Have Questions or Need Help?

If something isn’t working right, we’re here for you!

• Technical Support: Available Monday–Friday, 8 AM–5 PM CST
• Product Help: Visit the Help Center or click the ❓ icon in the product for tutorials and step-by-step instructions
• 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night
• Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services

💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!

Updated May 08, 2025 05:59