· 16 min read

How to Boost Conversions with Multistep Popups (10 Use Cases)

Multistep popups deliver real profits to businesses. You can go beyond the basics with them, and the best part is that creating a highly effective multistep popup for your site or blog is much easier than you think!

If you are thinking about adding a multistep popup to your site, you'll want to know what it is and how it works.

In this blog post, we will discuss 10 use cases of multistep popups that is guaranteed to skyrocket your conversions.

It's time to stop worrying about missing out on potential customers and start increasing your conversions and sales utilizing multistep popups!

What is a Multistep Popup?

A multistep popup is a tool that allows you to create a sequence of clickable elements that lead to the desired result. In contrast to traditional popups, which consist of one step, multistep popups usually include 2-3 steps.

For example, when the visitor is on a specific page, like the "About Us" page, you can ask them questions like "How did you hear about us?" and design the following popup according to the user's answer.

If they answer "from my friend," you can ask for their friend's email address in return for a discount code or free shipping.

This kind of information will help you understand how people find your business and how to market it better.

10 Use Cases of Multistep Popups to Increase Conversions

Businesses may have different needs and multistep popups offer a wide range of use cases. Below you'll find great examples to utilize multistep popups to inspire your popup use case strategies.

1. Increase Sales Conversion

We've all seen the popups that appear when you're browsing the web. They come in all shapes and sizes, but they all have one thing in common: they make you stop what you're doing and interact with them.

And there's a reason for that! Multistep popups help increase sales conversions because they allow you to connect with your customers in real time.

They're an opportunity to show off your expertise, answer any questions they might have, or even just say thank you for stopping by.

For example, you can increase your sales by purposely directing the customers to their product choice.

the first step of a multistep popup featuring air jordan sneakers with the image on the right and popup questions asking the recipients favorite air jordan on the left with a dark theme

Letting them choose their favorite product helps you increase the likelihood of completing the purchase.

the second step of a multistep popup featuring air jordan sneakers offering a discount code to the recipient with the sneakers' image on the right with a dark theme

You can strengthen this action in the second step by offering a discount.

This is just a simple example of using multistep popups to increase your sales. You can go super creative in line with your business vision!

2. Reduce Cart Abandonment

Multistep popups can be designed to help you to use as a way retain your customers by reminding them about the product they've left in their cart.

We've found that when you give customers a call to action (CTA) in a popup, they're more likely to complete their purchase. This means that if you use popups on your site, you'll have fewer people who abandon their carts before purchasing.

Let's examine how it works in an example. If it takes too long for the visitors to complete their purchases, use popup targeting to show them your offers to prevent them from leaving with the products in their cart.

the first step of a multistep popup saying "Hey you!" and offering free shipping to the recipient with two female models posing on the right with brown and white clothes; the theme is beige

In the second step, you can ask for their information as well. This way, you will both reduce cart abandonment and collect data easily!

the second step of a multistep popup asking for the recipient's email address in return for free shipping with two female models posing on the right with brown and white clothes; the theme is beige

3. Promote Products&Offers

Multistep popups are great for promoting your products and offers. Many businesses use them as a way to capture their audience's attention.

To get started, you'll need to write some copy that describes what you want your popup to say. If you already have a product or service that you want people to learn more about, that's great!

You can use this as the basis for your text. If not, think about what makes customers go "Ooooh!" when they see it—and write down what that is.

To visualize it, you can check out the popup example below.

Suppose that you're having a summer sale…

the first step of a multistep popup featuring a chest of drawers and a chair with their prices on a beige background with a CTA button below

You can let the visitors know about it using multistep popups. You can also add an option for getting the catalog by email to collect data.

the second step of a multistep popup featuring a chest of drawers and a chair with their prices on a beige background with an email box below

4. Collect Form Submission

If you struggle to collect form submissions from visitors and customers, give multistep popups a go.

You can create user-friendly popup forms to collect user data and get to know your customers.

You can use this kind of multistep popup in various cases, such as promoting newsletter content, running surveys, offering a free e-book, and so on.

In the example below, you can see how to use multistep popups for form submissions.

the first step of a multistep popup offering a free demo with a circular green phone icon above with a woman profile underneath and two buttons

The "Maybe Later" button will simply close the popup. If the visitor continues with the "Request a Call" button, they will be directed to the form submission popup.

the second step of a multistep popup with information boxes with a circular green phone icon and a CTA button below

As seen above, multistep popups ease your workflow as well as make the process smooth for your customers.

5. Get More Phone Calls

Sometimes in the middle of a purchase, customers need support. In such cases, multistep popups allow you to provide the support they need before they leave your website.

Especially when they are backed with exit-intent trigger, multistep popups work wonders. So let's see how you may utilize multistep popups to get more phone calls.

the first step of a multistep popup with a blue filtered people wearing headphones image above and call me and email me buttons below

So when the visitor clicks on "Call Me," they will enter their phone number.

the second step of a multistep popup with a blue filtered people wearing headphones image above and phone number box below

This way, you'll be able to provide help the way they need it.

Happy customers are vital for businesses, and multistep popups are good for providing support when your customers need it.

You can also redirect the visitors to WhatsApp chat and collect SMS subscribers to increase phone traffic.

6. Grow Your Email List

If you are having trouble growing your email list, the good news, it could not be simpler than this. All you have to do is create a multistep popup and watch your quality leads come in!

At this point, the first thing that comes to one's mind is offering incentives to encourage visitors to share their email addresses with you.

You can offer free shipping, free webinar invitations, or invite them to join a contest.

Let us share our example with you for inspiration to grow your email list using multistep popups.

the first step of a multistep popup with an image of two hands holding a yellow book with illustrations above and an email box below

To ensure the recipients that the process is successful and direct them to the correct place, you can set up a success popup to pop after your initial popup.

the second step of a multistep popup asking recipient to check their email box with an "okay" button

As in this example, they will know that they will receive the email without trouble.

7. Make Announcements

If you have something exciting, you have to let everybody know to get the maximum outcome. One way to do it is through multistep popups.

Since the people who see your popup are already on your page, it will encourage them to dig into the news, whether it is a new campaign, a flash sale, or just your launch anniversary.

In the following example, you'll see a brand letting visitors know about their collections using multistep popups to both engage the visitors and keep them updated.

the first step of a multistep popup featuring one male and two female models with shop CTA buttons on each

As they choose their sides, you can offer them a discount to encourage them to complete their purchase.

the second step of a multistep popup featuring one male and two female models offering a discount code

As seen above, multistep popups help you learn about customer tendencies, tell them about your brand's latest news, and provide email newsletter subscribers.

It's a way to benefit both your customers and your business.

8. Increase User Engagement

Multistep popups increase user engagement as they require interaction. This interaction helps you keep the customers on your website longer.

As engagement means more loyal customers and sales, every business should utilize ways to increase user engagement.

Creating fun quizzes is one way to increase engagement via multistep popups. Quizzes can also be a great way to promote your brand.

Alternatively, you can offer to send out quizzes to your customers just like below.

the first step of a multistep popup with a cat and dog icon above and "quiz of the month" title followed with yes and no buttons

Your multistep popups will ask for their email address in the second step.

the second step of a multistep popup with a cat and dog icon above and name and email address boxes below followed by a "send my quiz" button

You can also go for a traditional quiz type as well where you ask a question, and if the recipients answer right, they get the reward.

But the popup examples below help you maintain engagement even after visitors leave your website. You give the customers more insight into your business while keeping them engaged.

Knowing they have a discount for popular products will encourage them to purchase one. Good move!

9. Collect Feedback&Surveys

In every business, it is important to find out what customers and visitors think of the business. That's why you need to find a seamless way to collect data.

Multistep popups are great for collecting feedback from your users. They can help you understand what your users think about your product and let you collect data on their behavior and preferences.

What's more? They are a great way to make it up even after a bad customer experience. How? Let's see!

First, you can ask customers about their experience. You must be familiar with this part so let's skip to the second part.

the first step of a feedback multistep popup asking for feedback wiith two buttons below as "easy to use product" and "hard to use"

If the customer thinks it is hard to use your product, you can direct them to the third step, where you offer a discount or something of that nature.

the second step of a multistep popup saying "Thank you!" and offering a discount

This way, you will instantly convert a bad experience into a good one. Plus, you will have the data to fix the issues related to customer complaints.

Handy, isn't it?

10. Facilitate Social Sharing

There is no doubt that social media is ruling e-commerce these days. Whether it is Instagram or Pinterest, businesses are looking for ways to increase the number of social media followers.

You can use multistep popups to invite visitors to take action through popups. You can take advantage of video popups as well to enhance your views.

Multistep popups can be a fun way to increase user engagement on social media. Let's check out a simple example now.

the first step of a multistep popup asking "do you like us?" with a 3d heart illustration

As we always say, you can go super creative when it comes to popups. Only the sky's limit at this point.

the second step of a multistep popup with social share buttons of social media channels and two 3d heart illustrations

As you can see, this multistep popup example gives you insight into which platform you should be more invested in.

The social media channel on which your visitors spend most of their time is a great source for you to market your products. Thanks to popups, you will also be increasing the number of your followers on their favorite platform.

Wise move!

Creating a Multistep Popup with Popupsmart

Now that we know why multistep popups can be a great idea when it comes to converting visitors, let’s create one with Popupsmart for free and in under 5 minutes!

You’ll need a Popupsmart account to begin with, which is totally free, and no credit card is required.

After the onboarding process, continue with the “New Campaign” button.

Voila! Here we have the popup templates screen full of creative and beautifully designed popup templates.

The best part is that you can just use filters according to your business needs. For this popup, we’ll use “Multistep Only” filter.

multistep popup filter on the template page shown as highlighted with different popup templates listed below

Tip: Use the filters on the left or the search bar above to quickly find a popup template that serves your needs.

After choosing the perfect multistep popup template, you’ll be directed to the popup editor. In this example, we want to welcome the new visitors and offer them a discount in return for their email addresses. It’s a win-win!

On the “Customize” step, you can tweak the popup if necessary. You can change the text, add a new element like a video, button, social sharing icons, or a countdown timer.

highlighted multistep popup editing options such as adding a new element, changing the text and so on

You can also add a new step by clicking on the “+” icon around your popup steps.

adding a new popup step to the popup campaign on the Popupsmart's popup editor

Continue with the “Style” step to change the font and the size of the text. You can also change the background color or image in this step.

Don’t forget to explore our theme engine, which provides you with various ready-to-use stylish theme options.

popup builder screen with theme engine and a cursor clicking on different themes and changing popup's theme

Continue with the segment step to see all the predefined segmentation options to help you get the maximum benefit from your popup campaign; check out the “Settings” to add integrations or set up respondent email notifications, and then, you’re ready to publish!

Go ahead and experience it for yourself and let us know how you like it!

Create a Free Multistep Popup Now!

Before You Leave…

In a nutshell, implementing multistep popups is one of the smartest ways to grow your business online.

By using popups, you can better engage customers, convert more sales, increase customer retention, and much more. They are simple, easy to implement, and they can generate huge traffic.

The results will speak for themselves.

You can get inspiration from the examples we provided for you to utilize this marketing tool that any business that really wants to step up its game should use.

Do you use multistep popups? Do they work for you?

Meet in the comments below!

Frequently Asked Questions

1. How is a Multistep Popup Different from a Regular Popup?

Multistep popups include more than one step, which means when the user takes action, like clicking on a button on the popups, they are directed to the second step of the popup.

Regular popups, which consist of one step, provide less user interaction compared to multistep popups.

Both can be used for marketing efforts depending on the business needs.

2. Is it Difficult to Create a Multistep Popup?

It couldn't be easier! Still, it depends on the tool you are using. With Popupsmart, it literally takes a few minutes to create a multistep popup campaign without any coding knowledge.

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