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Getting Started with Paymattic

  • Paymattic Introduction 
  • How to Install and Activate Paymattic in WordPress

Form Editor

  • Add Multiple Column Containers in Forms
  • Create a Form from Scratch with Paymattic
  • How to Create a Step Form with Paymattic
  • How to Create Your First Payment Form in a Minute and Accept Payments with Paymattic?
  • How to Create WordPress Donation Form with Simple Form Templates?
  • How to Edit, Duplicate, or Delete Paymattic Forms
  • How to Use Conditional Logic in Form Fields with Paymattic?
  • How to Create PDF Feed for Form Submissions?

General Input Fields

  • How to Use the Donation & Product Fields 
  • How to Use the Payment Method Fields
  • How to Use the General Fields

Donation and Product Fields

  • Dynamic Payment Item Field 
  • Add Payment Summary Field in Forms 
  • How to Add Currency Switcher in WordPress Form?
  • How to Add Payment Item Fields in WordPress with Paymattic?
  • How to Add Subscription Payment Item Fields in Paymattic?
  • How to Add Tabular Product Item Fields in WordPress with Paymattic?
  • Add Donation Progress Item in Paymattic
  • How to Add Item Quantity Field in WordPress with Paymattic? 
  • How to Add Custom Payment Amount Field in WordPress with Paymattic?
  • How to Add Tax Calculated Amount Field in WordPress with Paymattic?
  • How to Add Coupon Field in WordPress with Paymattic
  • Donation Leaderboard in Paymattic 

Payment Method Fields

  • Configure Authorize.net in WordPress through Paymattic
  • How to Add Flutterwave Payment Gateway in Paymattic?
  • How to Integrate Xendit Payment Gateway in WordPress with Paymattic?
  • How to Integrate Square with Paymattic in WordPress?
  • How to Configure Billplz in WordPress with Paymattic?
  • How to Configure Stripe Payment Gateway in WordPress with Paymattic?
  • How to Configure PayPal in WordPress with Paymattic?
  • How to Set PayPal IPN in WordPress with Paymattic?
  • How to Integrate Mollie in WordPress with Paymattic?
  • How to Integrate Razorpay with Paymattic in WordPress
  • How to Integrate Paystack in WordPress with Paymattic?
  • How to Integrate Payrexx in WordPress with Paymattic
  • How to Integrate SSLCOMMERZ with Paymattic in WordPress?
  • How to Collect Offline Payment in WordPress with Paymattic
  • How to integrate Moneris Payment Gateway in Paymattic
  • How to Integrate Viva Wallet With Paymattic?

Global Settings

  • How to Add User Dashboard Module in Paymattic?
  • How to Configure Cloudflare Turnstile Security with Paymattic?
  • How to Configure reCAPTCHA in WordPress with Paymattic
  • How to Change Currency Settings in WordPress with Paymattic
  • How to Manage User Roles in WordPress with Paymattic?

Integrations

  • How to Integrate FluentCommunity in WordPress with Paymattic 
  • How to Integrate Google Sheets in WordPress with Paymattic?
  • How to Integrate Fluent Support with Paymattic in WordPress?
  • How to Integrate Webhook in WordPress with Paymattic?
  • How to Integrate Zapier with Paymattic in WordPress?
  • How to Integrate Slack in WordPress with Paymattic?
  • How to Integrate Telegram with Paymattic in WordPress?
  • How to Integrate Twilio with Paymattic in WordPress?
  • How to Integrate ActiveCampaign in WordPress with Paymattic?
  • How to Integrate Mailchimp in WordPress with Paymattic?
  • How to Integrate FluentCRM in WordPress with Paymattic
  • How to Create a User Registration Form with Paymattic in WordPress?

Learning Management System (LMS) Integrations

  • How to Integrate LifterLMS in WordPress with Paymattic?
  • How to Integrate LearnDash in WordPress with Paymattic?
  • How to Integrate Tutor LMS in WordPress with Paymattic?

Form Settings

  • Customize Form-Specific Payment Settings
  • How to Create Custom CSS/JS in WordPress with Paymattic? 
  • How to Set Form Scheduling and Restriction Settings in WordPress?
  • How to Customize Form Design Settings in WordPress with Paymattic?
  • How to Configure Confirmation Settings in WordPress?

Email Notification Settings

  • How to Setup Email Notifications in Paymattic WordPress Plugin?

Manage Form Entries

  • Manually Cancel Any Subscription
  • How to Manage Subscriptions in WordPress with Paymattic
  • How to Disable IP Address Logging in WordPress with Paymattic?
  • How to View Single Submission Data and Manage Payments in Paymattic
  • How to View and Manage All Form Entries in WordPress with Paymattic
  • How to Enable Stripe Payment Hold in Paymattic 

Reports & Analytics

  • How to View the Reports and Payment Analytics in WordPress?

FAQ

  • Add First & Last Name Fields Separately
  • Date Formats Customization
  • How to Fix Not Sending Email Confirmations Issue in WordPress?

Customer Profile

  • How to View Customer Profile in WordPress with Paymattic?

Import - Export

  • How to Import-Export Forms with Paymattic
  • How to Export Form Entry/Entries with Paymattic  

Change Log

  • Change Log
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  • How to Create a Step Form with Paymattic

How to Create a Step Form with Paymattic

In Paymattic, you can easily create Step Forms i.e., to create multi-step forms that allow you to collect more data without scaring the users away. This article will guide you through Creating Step Forms.

Creating a Step Form #

To learn how to create Step Forms with Paymattic, follow the steps with the screenshots below –

First, go to the All Forms section from the Pymattic Navbar, choose a Form, and click the Pencil/Edit icon to open the Editor page of that form.

If you do not have any existing forms, read Create a Form from Scratch or Create a Form using Templates documentation.

For example, I choose an existing form to show the whole process.

Once you open the Editor page, add the necessary fields by typing the “ / ” or clicking the ” + ” Icon placed at the bottom.

On the Choose form field page, you will get all the fields that Paymattic offers.    

Remember, to create a Step Form, you must add the Step Form field.

Customizing Step Form Field #

Here, you can see the Step Form field is added with two steps.

You can add as many steps as you need by clicking the Plus Icon in the top right corner. Also, you can provide a name for each step by clicking the Pencil Icon right next to Step 1.

Now, under one specific step, you can any field as per your need by typing “/” into the fields shown in the screenshot above.

To add more different field/s, click the Plus Icon placed at the bottom.

We always suggest you keep the Name and Email field at the beginning of any Form.

After adding the fields, you can change the name of the fields by clicking the Pencil icon.

You can also adjust the settings of the fields with the help of three icon options in a black box in the right corner. These are:

  • Trash Icon: Use this if you want to delete any fields anytime if needed.
  • Plus Icon: Use this to add a new field right below. You can also use the Plus Icon placed at the bottom of the page.
  • Settings Icon: Use this to Edit the field’s settings. 

Once you complete Step 1, click Next to go to Step 2 and follow the same process to add your desired fields. You can also delete any steps by clicking the Delete Step button.

Remember, almost every step has a similar functionality for adding and customizing field/s. For example, I chose the Name and Email field to show the process.

Embedding the Form in Frontend #

You can change the form’s Title and Description by clicking on it.

Also, to embed and display the form on a specific Page/Post, copy this Shortcode and paste it into your desired Page/Post.

Once you complete the edit, press the Save button to save all the changes you made.
And, to see the Preview of the form, click the Eye icon.

Preview of Step Form #

Here is the preview of the Step Form.

This way you can easily add the Step Form fields in Paymattic Forms!
If you have any further questions, concerns, or suggestions, please do not hesitate to contact our @support team. Thank you.

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Updated on October 18, 2024
Create a Form from Scratch with PaymatticHow to Create Your First Payment Form in a Minute and Accept Payments with Paymattic?

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Table of Contents
  • Creating a Step Form
  • Customizing Step Form Field
  • Embedding the Form in Frontend
  • Preview of Step Form
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Paymattic (formerly known as WPPayForm) is the perfect lightweight WordPress payments and donation plugin fit for your small business, online fundraiser, e-Learning or membership program.

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    • All Features
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