Create Multi-Step Forms for Websites

What multi-step form solve & why businesses use it

If your form feels too long, users bounce. Multi-step forms solve that by guiding users through one step at a time, making even detailed requests feel manageable. This type of widget is perfect when you need more information than just an email — without scaring people off. Use it to:

• Make complex or detailed forms feel user-friendly.


• Increase completion rates by reducing cognitive load.


• Collect higher-quality, detailed, segmented data, resulting in better-qualified leads.


• Improve mobile user experience for long forms.

When & how to use it

Multi-step forms work best when you need more than a name and email but don’t want to sacrifice conversions. Perfect for:

• Professional services & consultancies to gather detailed client requirements or project specifics.


• Financial services to qualify customers based on financial needs or eligibility criteria.


• Real estate agencies to understand buyer preferences, budget, or property requirements.


• Healthcare & medical providers to capture detailed patient information or inquiries.


• Education & online courses to qualify students and recommend appropriate courses.


• B2B & SaaS businesses to segment leads based on business type, needs, or subscription plans.


• Insurance providers to qualify leads by assessing customer needs or risk profiles.


• Ecommerce to gather preferences and provide personalized recommendations.

How it looks

A multi-step form is clean, approachable, and structured like a conversation. You’re guiding, not overwhelming. Typical elements include:

• Headline and short intro on Step 1.


• 1-3 fields per step to keep things light.


• Progress indicator (dots, bar, or step numbers).


• Clear ‘Next’ and ‘Previous’ buttons.


• Final confirmation step with CTA and ‘Success’ screen.


• Optional: images or icons to visually break up text.

What it pairs well with

Multi-step forms work well on their own, but they’re even more effective as part of a larger flow. Use a launcher button to let users start the form at their own pace. After submission, follow up with a thank-you offer like a discount, helpful resource or freebie, or next step. Sync responses to your CRM or email platform to enable quick, personalized follow-ups.

How to set it up

Here’s how to build a multi-step form in Claspo that not only fits your brand but also helps you collect better-qualified leads with less drop-off.

Step 1: Choose your template

Start by heading to the Claspo template library and selecting a multi-step form.Once you have selected a template, decide whether you want it to be activated through the launcher. Launchers are small buttons or icons that stay pinned to the screen. They don’t interrupt the user but give them the freedom to open the form whenever they’re ready — a great option for service request forms, pricing inquiries, and booking processes.

To connect the launcher, just select the launcher option when you create your widget and follow the prompt to link it. Doing this early saves time later in setup.

Step 2: Customize the form design and fields

Claspo’s drag-and-drop editor lets you fully personalize every part of the form. Click on any element — like headlines, images, input fields, or buttons — and a settings panel will appear on the right. You can update text, adjust font styles, tweak spacing, and more. Scroll down or click the step tabs to navigate between form steps.

Want your form to feel like a seamless part of your site? Just upload your own images or pick from Claspo’s free library of visuals and icons. You can tweak everything — background colors, fonts, button shapes — so it fits your brand perfectly.

Using radio buttons or dropdowns? Click on the field, and you’ll be able to add or change options in just a few clicks.

• Click the field.


• Go to the General tab.


• Select Edit options.


• Add or remove choices as needed.

Don’t forget about the ‘Success’ page — this is where you thank the user and set clear expectations. Let them know what happens next (‘We’ll contact you within 24 hours’, or ‘Check your inbox for a confirmation email’). If you're short on time, you can use Claspo’s default message — it’s already designed to reassure users their form was submitted successfully.

Step 3: Set up display rules

If your form is connected to a launcher, you can skip display condition setup — the launcher takes care of that. However, if you're showing the form automatically, head to the Display rules tab and set up the settings. For example, you might want the form to appear:

• Only for first-time visitors.


• After they've spent 20 seconds on a key landing page.


• When they click on a pricing-related CTA, and much more.

Claspo gives you full control over when and how the form is shown.

Step 4: Integrate with your marketing tools

To make sure submissions don’t get lost, connect your form to the marketing tools you already use. Claspo integrates with most major CRMs and email service providers. Once connected, every form submission will automatically be sent to the right list. That means faster follow-ups, fewer manual tasks, and better lead tracking.