Multi Step Form – Documentation

1.Installation #

Click „Add New“ in the WordPress plugins section

Use the search field on the right side and enter „Multi Step Form“


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2.Configuration #

„EMAIL“

  1. „Mail Format“
    Here u can set the format (HTML or Plain Text) of the outgoing emails
  2. „Summary“
    If this checkbox is checked a summary will show up at the end of the form and is placed in the email
  3. „CC“
    If this checkbox is checked the user will get a email with the submitted data

„STYLING“

  1. „Progress Bar“
    Turn the progress bar on or off (activated by default)
  2. „Boxed Layout“
    „Boxed Layout“ affects the content boxes in your form. If the checkbox is checked, the content boxes are displayed with a gray background color and a colored bar on the left side. The color of the bar results from the color you select in the „Active Step Color“ field. If you uncheck the checkbox here, you get a plain layout.
  3. „Active Step Color“
    The color value, which can be set in „Active Step Color“, is the primary color of the progress bar as well as the leftbar color of the content boxes
  4. „Visited Step Color“
    The color value you can set in „Visited Step Color“ is the color in the progress bar for the already completed steps in the form.
  5. „Next Step Color“
    The color value that can be set in „Next Step Color“ is the color in the progress bar for the steps that have not yet been accomplished in the form
  6. „Button Color“
    The color value you can set in „Button Color“ is the color of the buttons below for the forward and backward navigation

„FORM ENTRIES“

  1. Enable entry saving
    On default the checkbox is not checked. Check it to save your form entries
  2. Entries per page
    Here u can choose how many form entries per page will show up in the backend

„CONDITIONAL FIELDS“

  1. Enable conditional blocks
    On default the checkbox is not checked. Check it to activate the „conditional fields“ in your forms

„USER REGISTRATION“

  1. Enable user registration
    On default the checkbox is not checked. Check it to activate the „user registration“ in your forms
  2. Notify new users
    On default the checkbox is not checked. Check it to notify new users
  3. Save Metadata
    On default the checkbox is not checked. Check it to save the filled forms as metadata
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3.Form creation #

Go to „Multi Step Form“ > and click „Add New“

„Steps“ – Here u can define the individual steps and fields of your form. There are „Steps“, „Sections“ and „Elements“. The steps are divided into subsections (sections), which can be filled with form elements (elements).

  1. „My Multi Step Form“
    Name of the form, is only used and displayed in the backend. Use „Add Step“ to create a new step in the form
  2. „Elements“
    The form elements you can drag & Drop in the „Sections“ on the right
  3. „Step Title“
    Name of the step, which is displayed in the progress bar, below the number
  4. „Step Headline“
    The heading of the form. is displayed above the progress bar
  5. „Step Description“
    The Copytext placed below the headline
  6. „Sections“
    The „Section“ area. The form elements are placed – either by drag & drop or with the button „Add Element“

„Mail Settings“

  1. „Send mails to“
    Enter the recipient of the send email here
  2. „Subject“
    Enter the subject line of the email here
  3. „Email Header“
    If need be u can write a introduction text which is displayed above the output of your form
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4.Conditional fields #

Go to „Multi Step Form“ > „Settings“ > „Conditional Fields“

  1. Enable conditional blocks
    On default the checkbox is not checked, please make sure to set the marker here to activate the „conditional fields“ in your forms

This is a simple example how „conditional fields“ can be used.
> See MSF Demo

  1. Choose a (dish)
    This Form Element (Dish) includes the prerequisite (pizza) for the conditions below
  2. If (dish) is (pizza) show (crust type)
    This Form Element (Crust type) is hidden on default. Only if the customer chooses (pizza) in the Form Element (dish) above, it will show up and the user can choose the (Crust type)
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5.Form Entries #

Go to „Multi Step Form“ > „Settings“ > „Form Entries“

  1. Enable entry saving
    On default the checkbox is not checked, please make sure to set the marker here to save your form entries

Go to „Multi Step Form“ > „Entries“

  1. Export
    Choose „Export“ and click „Apply“ to export forms as csv
  2. Filter by form
    You can filter forms by „free version“ and „plus version“
  3. Entry ID
    Every entry has an individual ID
  4. Form ID
    Every form you create has an individual ID
  5. Form Fields
    You can see a summary of an entry by clicking the arrow
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6.Integration of the form #

Go to „Multi Step Form“ > and copy the shortcode

2. Open the desired page/post and insert the shortcode there. Now the Multi Step Form is integrated and will be displayed.

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10Comments
  • admin/ 26.10.2017Antworten

    Feel free to write a comment and ask questions!

    Regards – Your Mondula Team

  • Peter/ 03.11.2017Antworten

    Hey there,
    ive upgraded to the Plus Version. Where do i enter the Registration Key?

    Great Plugin btw

    Regards Peter.

    • admin/ 03.11.2017Antworten

      Hi Peter,

      you can enter the License Key at „Multi Step Form“ -> Settings -> PLUS when the Plus-Plugin is installed. You will only receive updates for the Plus-Version with the license key entered. Btw if you are changing domains or moving to another WordPress-Instance, you can always de-register your key and enter it on your new setup.
      Have fun creating these forms!

      All the best
      The Mondula Team

  • Peter/ 03.11.2017Antworten

    Hello Mondula, yeaah i found it.
    Thx for the quick reply 🙂

  • sks1993/ 08.11.2017Antworten

    Hi – is it possible to add a new field? I need a number field.

    • admin/ 08.11.2017Antworten

      We have several fields with numbers in the backend.
      If you can code – feel free to exand the plugin. What kind of umber field did you mean?

  • Emanuel/ 09.11.2017Antworten

    is it possible to use a shortcode on any of the steps? I have shorcode that needs to show on at least one of the steps. Please confirm this can be done! Tnx

    • admin/ 09.11.2017Antworten

      Hi Emanuel, sry no shortcodes allowed For security reasons we cannot allow PHP on page in the form at the moment.

  • Gary/ 10.11.2017Antworten

    I’m using it for FREE. How can we customize the lay-outs(Columns, Size, Font etc.) and how to reorder the EMAILED response(it seems that the email output is backwards).

    • admin/ 11.11.2017Antworten

      Dear Gary.
      The plugin is open source. You can expand the features. We will be proud if you share them with all users via wordpress.org. If you need more support in building individual feel free so send a mail with detailed informations.
      We offer the PRO with a lot of features. For individual requests we have special offers.

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