---
title: How to Create a Step Form with Paymattic
url: "https://paymattic.com/docs/creating-a-step-form-with-paymattic/"
updated: "2024-10-18"
category: Form Editor
---

# How to Create a Step Form with Paymattic

In [Paymattic](https://paymattic.com/), 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](https://paymattic.com/docs/how-to-create-a-form-from-scratch-with-paymattic/) or [Create a Form using Templates](https://paymattic.com/docs/simple-form-templates/) documentation.

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

 ![](https://paymattic.com/wp-content/uploads/2022/12/open-desired-form-scaled.webp)

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

 ![](https://paymattic.com/wp-content/uploads/2022/12/type-22-22-or-click-2222-to-add-desired-fileds.webp)

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.

 ![](https://paymattic.com/wp-content/uploads/2022/12/Step-Form-field.webp)

## 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](https://paymattic.com/docs/how-to-use-general-form-input-fields-in-wordpress-with-paymattic/#5-toc-title)** and **[Email](https://paymattic.com/docs/how-to-use-general-form-input-fields-in-wordpress-with-paymattic/#6-toc-title)** field at the beginning of any Form.

 ![](https://paymattic.com/wp-content/uploads/2022/12/Step-name-editor-icon-to-add-steps-2222-icon-to-insert-fields.webp)

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](https://paymattic.com/docs/how-to-use-general-form-input-fields-in-wordpress-with-paymattic/#5-toc-title)**and**Email** field to show the process.

 ![](https://paymattic.com/wp-content/uploads/2022/12/Next-and-Delete-button.webp)

## 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.

 ![](https://paymattic.com/wp-content/uploads/2022/12/Save-preview-shortcode-buttons-scaled.webp)

## Preview of Step Form

Here is the **preview** of the **Step Form.**

 ![](https://paymattic.com/wp-content/uploads/2022/12/User-Information.webp)  ![](https://paymattic.com/wp-content/uploads/2022/12/Products.webp)  ![](https://paymattic.com/wp-content/uploads/2022/12/Payment-methods.webp)

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](https://wpmanageninja.com/support-tickets/?utm_source=wpmn&utm_medium=home&utm_campaign=site#/). Thank you.