Create a Multi-Step Guided Selling Form in WooCommerce

Learn how to create a multi step guided selling form for WooCommerce or even custom post types in WordPress with ease. Our WordPress Form Wizard plugin allows you to create complex guides for any post types. This this you can create:

1. Online selling guides
2. Custom post type finders like car finder
3. Buying & Shopping guides

In our demo, we created 2 guides using the shopping guide functionality. One for a car finder using a custom post type and a shopping guide for WooCommerce products.

General Guided Selling Options

When you edit or a create a new wizard form and want to use it as a selling guide, you need to change the type to “guided selling”.  After that, make sure you update / save the form. From now you should see options:

• show progress bar 
• show mail form (customers can send their configuration via mail if they want)
• post types to query on
• title (used before the description)
• intro description

Note: when you leave out the title and intro description the guide will start with the first question directly. 

Question Settings

When you edit a question you will see some statistics as well as general settings. These include

1. Internal Name
2. Question description (you can use shortcodes)
3. Answer Type (checkbox, radio, textarea, slider)
4. Answer Columns & if it is required
5. Depencies

In the example below you see that the question for what clothing category is interested, is dependent if the user has choosen clothing in the previous question. You can add multiple terms and also multiple depdencies here.

Answers

As a question consists of answers, you will see them below the general settings. Each answer consists of:

1. An Image
2. Answer Title
3. Tooltip (optional)
4. Description (optional)
5. Taxonomy / Meta / Post Matchings

Each answer can be assigned to a taxonomy or meta query check. With this you have the possibility to assign each answer to match a certain criteria of your WordPress post data. This contains all custom taxonomies as well as WooCommerce attributes, all post meta keys and custom post ids. 

Above configuration would look like this: